This article will show you how to start a workflow
Before we get started
Take note
- A workflow consists of a sequence of tasks and actions that can be automatically generated by the system or require manual completion by team members.
Start a workflow
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 the organization you want to create a form for.
Step 3: Click Actions
Step 4: Click Start New Workflow
Step 5: Click Start
Navigate to the workflow you would like to start and click the 
button
Step 6: Complete task
Based on the specific roles assigned within the workflow, a task will either be automatically initiated for your completion, or you may need to assign it to yourself, or it could be delegated to another member within your organization or team.
And that's how easy it is!
We hope this article is helpful in starting a workflow. If you have any questions or concerns, please do not hesitate to contact our customer support team at support@capptionsdirect.com.
Thank you for choosing Capptions Direct as your EHS Management Software. We look forward to helping you make your workplace safer and more efficient!