Building a Workflow

Create the workflow

Go to Admin → Workflows and create a workflow. You can start from scratch or copy an existing workflow to use as a starting point.

Add steps

Add steps from the Add Step menu. Steps are grouped by category (Learning, Assessment, Support).

Configure each step

Give it a name and instructions, choose the step type, and fill in its type-specific settings (documents, quiz, pass score, reviewer, meeting details, and so on). See step types.

Arrange the sequence

Drag steps to reorder them.

Set prerequisites

Use Available after to make a step wait for one or more other steps. Prerequisites must reference existing steps, and circular dependencies are rejected.

Save the draft

Drafts are saved as revisions. If another admin saved changes since you loaded the page, you will be asked to resolve the conflict before saving.

Review and publish

Review validates the workflow, lists the changes since the last published version, and shows how many active learners will be affected. Publish with an optional release note. See publishing.