Overview
Workflows allow administrators to configure structured onboarding journeys for learners. A workflow is a sequence of steps that may include custom pages, forms (ENROL), RPL and any third-party integrations.
Workflows ensure onboarding requirements are presented in the correct order and provide a consistent experience for all learners. Progress is tracked automatically so administrators and users can monitor completion and outstanding steps.
Who Can Use This Feature?
This feature can be used by the following user roles:
- Admin
Steps to add tasks into your workflow
- Click Workflow from the left menu
- Click Add Step
- Select the type you wish to use
| Step type | Stage Available | Comments |
| Welcome page | Introduction | Select a custom page that is defined as Welcome |
| Programme information | Introduction | Displays programme information to the learner based on programme |
| Onboarding workflow | Introduction | Displays the workflow steps to learner |
| Enrol Form | Applicant/Learner | Enrol forms can be selected |
| RPL (if enabled) | Applicant/Learner | RPL skills scans can be added |
Additional Options
Enrol Step:
- Select required form from available forms listed
- Enter name step that will be displayed
- Confirm step approval if required
RPL Step:
- Select additional options available from RPL
- Select custom page if RPL application is unsuccessful
- Confirm step approval if required
Terminology
Please note that the terminology used in this article may be different depending on your Centre.
❓Need Help?
If you encounter any issues or have questions, please contact Onefile Support or your internal support channels.