Define workflow participants

When you define phases for workflows, you can determine the particular users who are responsible for completing the phase.

You can select these users one by one, by security role, or by workflow roles.

Participants determine the users that can complete the phase on the workflow checklist, or on the Home page in the Tasks area.

Note: If you do not define any participants for a workflow phase, all users can access and complete the phase.

To define workflow participants:

1. Do one of the following:
• Log on to the Special Education view.
• Log on to the District view.

2. Click the Admin tab.
3. On the Workflows side-tab, select the workflow.
4. On the Workflow Definitions side-tab, click Phases.
5. Select the phase you want to define participants for.
6. On the Workflow Definitions side-tab, click Participants.
7. On the Options menu, click Add. The Participant pick list appears.
8. Select one of the following to indicate the participant type:
• Workflow Role
• Security Role
• Single User

• Note: The pick list displays items according to what you select. For example, if you select Security Role, the pick list displays the list of security roles in your system. If you select Single User, the pick list displays the list of staff users.

9. Select the participants.
10. Click OK.