Add a Step Action to Create a Work Authorization Document (WAD)

Use this procedure to add a step action to a workflow to automatically create a Work Authorization Document. This action aways occurs at step end.

To add an automatic creation of a WAD to a workflow, complete the following steps:

  1. On the Navigation menu, click Administration » Workflow Type Configuration.

  2. On the Workflow Steps tab, in the Step Actions grid, select the final step.

  3. Click Insert » Create Workflow.

  4. In the Create Workflow Configuration dialog box Workflow Type field, select Initial Work Authorization.

  5. Add other information, including a description, if needed.

  6. Use the Search icon in the Assigned To field to select the person to whom the Initial Work Authorization will be assigned.

  7. Click OK.

What do you want to do?

Understand the work authorization workflow

Learn about work authorization

Confirm a user is added to a workflow

Add a name to a workflow user


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