Who is this article for?

Administrators managing default workflows.

Administration Access is required.

Default workflows in Disclose provide pre-configured processes and task sequences to streamline compliance and disclosure procedures. These predefined workflows help organisations get started quickly, ensuring that essential tasks and approvals follow established best practices, enhancing efficiency and ensuring consistency in their compliance management processes.

1. Default sign-offs

• Default sign-offs can be selected for either the tailoring section, the main checklist section, or both.
• If you require various levels of approval, there can be multiple sign-offs for either or both sections.
• This section allows you to determine which group (see User groups section for managing these groups) will perform the sign-off and, if there are multiple sign-offs for a section, which order those sign-offs should be completed.
• You may require a manager sign-off followed by a director sign-off.
• Anyone in a sign-off group can perform their own sign-off and the previously required sign-off, for example if you have selected a manager sign-off followed by a director sign-off, a director could perform the director and manager sign-off. Although these are the default options, they can be amended on an individual answer set bases.

2. Add a group to a sign-off

1. If you select the plus icon   you can add a group to the sign off.
2. This will create the higher level of sign-off and you can select the group from the drop down menu.

3. Removing a group from a sign-off

1. Hover your mouse over the relevant group, select the up arrow icon   .
2. Select Remove.

4. Changing the order of a sign-off

1. If you place the mouse over the relevant group, select the up arrow icon   .
2. Then, select Edit.
3. You can then change the group at that sign-off level by selecting the correct group from the drop down menu.

5. Further reading

• Using review groups
• Using user groups