Recommended Workflow Roles

Not all J1 Web users participating in workflows need to be assigned to a Workflow role or have permission to access different workflows. Users that only need to review, approve, and deny workflow items assigned to them will be able to do so from their To Do list, which is available to everyone from their Home page as well as the global icons at the top of every page.

Jenzabar recommends copying the Workflow Base and Licensed default roles to create the following custom Workflow roles:

Role	Responsibilities	Example
Workflow Administrator	Administrators have a comprehensive understanding of the various processes and steps needed to complete them in their area. Create and manage workflow definitions. Associate workflows with individuals. Associate workflow with objects (e.g. facilities).* Create and manage automation plans used to initiate actions related to workflows (e.g., send communications to stakeholders when a student changes their major). *Workflow Plus only.	Registrars and Department Heads
Workflow Manager	Managers know who should be assigned to different processes and monitor them to ensure progress. They are also occasionally responsible for completing various tasks. View and track workflows. Manage workflow associations. Complete workflow tasks (occasionally).	Advisor
Workflow Stakeholder	Stakeholders monitor workflow progress and associate workflows with individuals. View and track workflows. Manage workflow associations. Complete in workflow tasks (occasionally).	Athletics Coach, Financial Aid Officer, Student Success Officer
Workflow User	Workflow users have limited access requirements. They view workflows associated with individuals and report on workflow progress, but they do not participate in them or manage who they are assigned to. View workflows and their associations. Report on workflow progress to others.	Administrative Support, Student Support