Learn how to set dismissal behavior in your workflow.
Before we get started
- You can only set dismissal behavior if you are an "owner" or "admin" of the organization.
- You can only set dismissal behavior via the web portal.
- Dismissal behavior can be set in two ways. The first is using the Dismissal Behavior in the form node, which allows you to determine if a user can dismiss a task, and, secondly, if they are required to provide a reason for doing so. The second is by adding the Review Dismissal node, which will determine if another user, usually a manager or supervisor for example, would be required to accept/ decline the request for dismissal.
- The review dismissal node can only be connected to a form node
Set dismissal behavior
Step 1: Sign in to the Capptions Direct web portal
Sign in to your Capptions Direct account using the link
Step 2: Select an organization
Click on the drop-down arrow in the top left-hand corner and select your organization.
Step 3: Select a workflow or create a new one
Click on Templates -> Workflows-> + Create workflow. Build your workflow to include a single Form node and Report node. Ensure your first node is connected to the start and the last node to the end of the workflow.
Step 4: Set dismissal behavior
4.1 Click on the Dismissal behavior button on the form node. Here you can prevent users from dismissing the task by checking the box "Do not allow users to dismiss this type of tasks".
If you allow the option to dismiss the task, you can also set the dismissal reason to 1. required, 2. optional, or 3. none.
4.2. Add a dismissal review node. Navigate to your form node, and near it, right-click on your mouse to reveal the node menu. Select the Review Dismissal node and draw a line from the red circle on the form node to the red circle on the Review dismissal node.
4.2.2. Determine if the review of the dismissed task can be resolved by 1. No 2. Automatic approval, 3. Manual approval. If manual approval is selected, this task would need to be assigned to another user. In order to do so, assign a role responsibility.
Step 5: Publish your workflow and assign it to your team
Once you have built your workflow to completion or edited your existing one, click the publish button on the top right corner of the workflow builder and assign it to your team. To learn how to assign a workflow, view this article.
And that's how easy it is!
We hope this article is helpful in setting dismissal behavior in a workflow. If you have any questions or concerns, please do not hesitate to contact our customer support team at firstname.lastname@example.org
Thank you for choosing Capptions Direct as your EHS Management Software. We look forward to helping you make your workplace safer and more efficient!