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Set Up Campus Portal Workflow Status

The Workflow Status feature can be added to an existing Campus Portal page, or you can create a new page and add the feature to it. You can also add multiple instances of the feature across different pages; for example, one for students and another for staff.

After adding the feature to Campus Portal pages, ensure the appropriate users have access to those pages. No additional configuration is required. Once a workflow is associated with a Campus Portal user, it'll appear in the Workflow Status feature.

For general set up, see the General & Optional Setup help topic. The following steps detail how to add the Workflow Status feature to your Campus Portal and grant users access to the page that includes it.

How To

Add the Workflow Status Feature to a Page

  1. Log in as the Campus Portal administrator.

  2. Access the page where you want add the Workflow Status feature. You might want to add it to multiple locations. For example, the candidate page for admissions, employee page for new applicants, and student page.

  3. From the Admin Toolbar Admin Toolbar Icon, click Options. The Options page appears.

  4. Click Add a new feature to this page.

  5. Click Features for Students to view a list of the student features. (You may need to scroll down the page)

  6. Click Workflow Status. The Options page reappears.

  7. Make any additional changes to the page name, layout or features on the page.

  8. Click the Back to... link to return to the feature page.

  9. Be sure to grant access and enable visibility to this feature.

Grant Access to the Workflow Status Feature

To use the Workflow Status feature, permissions to access the page where it is installed must be granted.

  1. Log in to Campus Portal as an administrator.

  2. From the profile drop-down options, select Site Manager. The Site Manager page appears.

  3. In the side menu, click the Global portlet operations. The Portlet page appears.

  4. Select the Workflow Status feature from the list of portlets. The Global Operations for Career Insights appear.

  5. Click the Allow Access button to move the toggle to "Yes" for each role you want to grant access to the feature.

  6. Click Save.

  7. Click Exit to portal home to return to your home page.