How to select a workflow

How to select or amend a stage workflow

Changes to the default stage workflow can only be made by TMI-Systems. For more information on this please contact Verto Support.

How to select a governance report workflow

Click on the Administration Cog > Configuration and then expand the triangle next to Governance Reports in the menu on the left-hand side. Select the relevant governance report and then click Actions > Edit.

Click on the drop-down against Workflow Type and choose the workflow that suits your organisation best. Note, when "Please select..." is chosen from the list this means the Full Governance workflow has been selected.

Was this page helpful?

Yes No