Creating Workflow Applications

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CHECKLIST

Create User Types (User Groups)
Create Users and add them to the User types/Groups
Design and create the data capture forms
oCreating the primary form first
Create the Workflow
oDrop the forms into the correct location as well as the wires, gates etc...
Set the permissions for each step in the workflow
Set available rules for each step in the workflow
Set overall User Type access to each workflow
Specify Business Rules at step and question level (optional)
Make Tables / Generate Database
Create Reports
Set User Type permissions to Reports


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