Create workflow roles

Create workflow roles to group users who perform the same tasks in workflows. For example, all guidance counselors might participate in a phase on a special education workflow. Or, the two vice-principals might participate in an action phase of a conduct workflow.

With workflow roles defined, you can quickly associate these users to a phase.

To create workflow roles:

1. Do one of the following:
• Log on to the Special Education view.
• Log on to the District view.

2. Click the Admin tab.
3. Click the Workflows side-tab, and then click Workflow Roles.
4. On the Options menu, click Add. The New Workflow Role page appears:

5. 

5. Use the following table to enter information in the fields:

6. Field	Description
   Name	Type a detailed name for the workflow role, such as School Administrator.
   ID	Type a unique identifier. Note: If you are editing a default workflow role, the ID will be pre-populated with a long ID consisting of several numbers and letters, such as WFR00000Chblc. You can edit this to suit your needs.
   Description	Type a detailed description of the workflow role.
   Type	Click the drop-down to select one of the following. This determines how you select the users in the role: Static to add specific users to the role. Dynamic to define a query that specifies the users who belong to the role.
   Role Filter	If you selected Dynamic at the Type field, Edit or Upload the query you want to use to filter a set of criteria to selectively screen out incoming information, such as "all active students" or "former students" the list of users who you will select for this role.

6. Click Save.

Note: If you selected Static at the Type field, after you click Save, click Users on the Workflow Roles side-tab. Then, go to  the Options menu and click Add to add the specific users for this workflow role.