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Associate Workflow

Important

Information and features vary according to the roles to which you belong and the permissions associated with those roles. For more information, contact your module manager or your campus support team.

Associate Workflow winow lets you

The permission needed to associate workflows is available with Jenzabar's default Workflow Base role.

  1. Click the Associate workflow button. The Associate Workflow window appears.

  2. Select the workflow you want to associate with the individuals or organizations from the Workflow field drop-down list.

  3. Select when you want the workflow to be associated to the individuals / organizations

  4. Select who you want the workflow to be associated with

    • People / Organizations

    • Data Set

  5. Click the View recipients button.

  6. Click the Save and associate now button.

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