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 edit a draft workflow
- Click Workflow from the left menu
- Click the three dots next to the workflow you would like to edit
- Click Edit
- Complete changes required
- Click Publish workflow when ready
✅ Tip: Only draft workflows can be edited
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.