My Workflows: Opening the Workflow Wizard manually
The Workflow Wizard pops up when you connect to a client; it helps you get started on your workflow for that client.
You can also access the Workflow Wizard when you select an existing client from the My workflows page (if you have previously completed the wizard for this client, then this will open your workflow page for that client, which is where you can select the Workflow Wizard option).
Opening the Workflow Wizard manually
- Log in to Sitepass.
This opens the page. from the left index.
- Find and select the required client - this needs to be a client you have already connected to, one that you have completed the wizard for previously. If it is a new connection, the wizard will open automatically.
- When the workflow page opens for that client, go to the top right-hand corner of your page and select the Remember, if the client has not set up their work role categories and they have not created any worksites, then the Workflow Wizard is not an available option here.
An example of the Workflow Wizard is provided below:
You can now edit the wizard as you see fit. button; this opens the . An example is provided below: