Launching a Work Flow from the In Box

There are multiple ways to launch a Work Flow.  Site Administrators or users with Work Flow Creation rights can send a Work Flow to any CSI Secure Connect user’s In box. 

On the Send a Work Flow screen, choose a Work Flow to begin and click Next >.

If the Site Administrator or Work Flow administrator wishes to send the Work Flow to his/her In Box, he/she can click the Start Now button.

If he/she chooses to send it to someone else’s In Box, select the user from the directory listing and click Send To a User’s In Box.

The task will display in the In Box on the home page.

Users can choose to complete the Action or Re-route the task to another user.  

If the action is selected, the user will be directed to the step.  In this case, the user is directed to complete a form.

If re-route is selected, the user is taken to a screen where he/she can route the task to another CSI Secure Connect user.  Enter a Reason for re-routing and click Re-route.

The task will then appear in the user’s In Box.