Create New Workflows

A workflow is required to create a grant program. Workflows contain multiple components - such as its structure, permissions, and routing.

1. Navigate to the Program Setup > Workflows.

2. Select the Create workflow button.

3. In the Create Workflow screen, provide a name and description for the new workflow.

4. Select Next to continue to the configuration of its other components.

   1. Create the workflow's structure, including levels and sub-levels.

   2. Configure user access to each workflow level and add Workflow Managers.

   3. Define the routes that applications can take from each workflow level.