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Workflows - A Guide for Employees

Jovito Salem avatar
Written by Jovito Salem
Updated in the last hour

Workflows are a collaboration-centric, customizable workflow management hub that allows Compliance Employees like yourself to create tickets for everything moving through your organizations defined workflows, and collaborate within Compliance to get tasks done.

This help article will walk you through creating tickets within Workflows to assist your organization in streamlining processes.


Getting Started:

To start, when you log into Compliance, go to the tickets tab in the left side panel. Then, select +Add a Ticket in the top-right corner.

Choose the Workflow you'd like to create a ticket for.

From here, proceed through the action items for the Workflow, including indicating who the subject of the ticket is.

Depending on the ticket, you will have to fill out different fields, complete checkboxes, or complete forms:

After the required fields are complete, click the Submit Ticket button in the top-right corner.

It will then proceed through any approvers or other steps within the Workflow.

On the tickets page, you will also notice sections for Comments and History. Comments enable collaboration amongst your team while you build, maintain, and edit workflows while History provides a detailed audit trail of what changed.


Tasks (For Admins and Security Officers)

Tasks are new to Compliance but are powerful tools to drive getting work done, no matter who needs to do the work. Tasks can be pre-defined for a Workflow, thus creating the tasks as soon as a ticket is created. Tasks can also be added ad-hoc at any time on a ticket by an Admin.


To create a Tasks in a Workflow, simply define the Name, Assignee (if known and a consistent owner of the task), and Description. To note, Tasks do not have to have a default Assignee. If you are assigned a task, you can drill into a Task to enter details as well as attach Digital Forms, Documents, and/or Files relevant to the task.

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