Creating a Work Flow

To create a Work Flow,

Click the Work Flow icon on the CSI Secure Connect tool bar.

Select New Work Flow from the menu.

Enter a title for the Work Flow in the Name text box. 

You, as the author have the option to make the task only viewable to you.  To do this, select Make this Work Flow Private.  
For this example, the Private option will not be used.  The Work Flow that will be created in this example will be a New User Setup process. 

Click Add New > to create the Work Flow.