Initiate a workflow

There are several ways to initiate a workflow a method of coordinating multi-step processes involving one or more users. Access workflows in whatever method is most efficient for you.

• From the Tasks widget on your Home or other Pages
• From the Special Education view
• From the Options menu

To initiate a workflow from the Options menu:

Note: If you don’t see Initiate Workflow on the Options menu, contact your Aspen system administrator.

1. Log on to the Staff view
2. Go to the Options menu, and select Initiate Workflow. The Initiate Workflow wizard a sequence of dialog boxes which walk a user through a potentially complex task, such as the Build Study Locations wizard displays Step 1.
3. Select the workflow you want to begin.

• Example: If you are reporting a conduct incident, select the Conduct Referral workflow.

4. Type the date or click to select the date.

5. Note: The remaining fields are specific to the task/workflow you select to initiate.

5. Click Next. The wizard displays Step 2.

6. Note: The fields on this step are specific to the task/workflow you have selected.

6. Click Next. The wizard displays Step 3.
7. Confirm the information, and click Finish. The workflow now appears in the Tasks area for any user who is listed as a participant in the next phase of the workflow.

See Managing your Tasks.