ADMINS, have you signed up for HUB? In order to log in to the new support portal that's coming soon, you will need to be a member of our online community, HUB. To register for a HUB account, please click here.

This support portal, including emails sent to support@policystat.com, will be unavailable beginning at 8:00pm ET on Friday, February 26th, while we prepare to launch the new RLDatix SupportHUB on March 1st.
If you have a Severity 1 Critical issue to report over the weekend, please contact 317-644-1296, option 2, to leave a message for the on-call engineer. A member of our support team will respond promptly.
For all other issues, we kindly ask you to report them on Monday morning, in the new system. All knowledge and education resources will able be available at that time.
Thank you for your patience.
The RLDatix Support Team

3.2 Approval Workflows: Edit Workflow

November 25, 2020 00:00
Updated

Editing an Approval Workflow

After the creation of an Approval workflow, it may be necessary to make changes to the listed Approvers or steps. Editing an Approval Workflow will present you with the option to make changes to any of the properties assigned during workflow creation.

Bulk Workflow Management

A report on your Approval Workflows can be downloaded from the Workflow management page. This report will allow you to make changes to a number of workflows at once or simply identify all of the Approvers associated with that workflow. To learn more, view this article.