Set Up Workflow Automation

Go to Workflows → Templates. Click New Template. Give the template a name (e.g. "New Caregiver Onboarding" or "Incident Review") and add steps. Each step can be a Task (assigned to a user or role) or an Approval (with approve/reject decision).

For each step, set the assignee (a specific user or a role group), a description of what needs to be done, and an optional deadline. Steps are completed in sequence — each step only activates once the previous one is finished.

To run a workflow, go to Workflows → Instances and click New Instance. Select the template, add any context notes, and click Start. Assigned users receive an in-app notification when their step becomes active.

Go to Workflows → My Tasks to see your assigned steps. For task steps, mark complete with notes when done. For approval steps, click Approve or Reject — rejected approvals can optionally restart the workflow from an earlier step.