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Workflows

A workflow is a customizable series of actions that completes a specific task in Non-Employee Risk Management. There are several types of workflows that can be used depending on the services you use within Non-Employee.

Lifecycle Workflows

Lifecycle workflows are used to create and update profiles within Non-Employee Risk Management. Refer to Creating and Managing Workflows in Lifecycle for more information on how to create each type of workflow.

Within Lifecycle, there are 4 types of workflows.

  • Create Workflow - A create workflow is used to facilitate the creation of profiles within the application.
  • Update Workflow - An update workflow is used to facilitate updates to existing profiles.
  • Automated Workflow - An automated workflow is used to trigger actions based on data type attributes.
  • Batch Workflow - A batch workflow is used to update the same attribute(s) for many profiles without having to take individual actions.

Collaboration Workflows

Collaboration workflows are used to manage portal accounts within the Collaboration service in Non-Employee Risk Management. Refer to Creating and Managing Workflows in Collaboration for more information on how to create each type of workflow.

  • Registration Workflow - A registration workflow allows portal users to register for a Non-Employee Risk Management account and fill out forms and pages related to their profiles.
  • Login Workflow - A login workflow allows registered portal users to sign in to Non-Employee.
  • Password Reset Workflow - A password reset workflow allows registered portal users to update their portal passwords.

Each type of workflow has a set of actions that you can configure. These are the actions that will take place every time this workflow is executed. Refer to Workflow Actions for a list of the actions that can be included in workflows and the types of workflows they apply to.

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