How to create workflow Processes
Yes, you can customise your workflow to suit your institution plan. Here is how!
Click on the setting icon on the right end side of your portal.
Select workflow process
Select create new workflow
New Workflow
Input the workflow name and workflow description then save
Select the newly saved workflow and this takes you to create the workflow step
Fill the fields (step name, processing step) the steps according to your institution’s admission flow (e.g, Registration-keep in view- conditional offer- accepted /declined) .
Check the box if you have payment setup for this and indicate if the payment comes before or after the step is completed by the applicant
Select the email template you would like the applicants to receive at every step
Save step
Click on add step to add more workflow process
Remember, you can as well use the default workflow.
Related Articles
How To Create Course
Hello! To create a course on SAFAPPLY, please do follow the steps below. Step 1 Go to the SAFAPPLY admin login page. Step 2 Type in the username and password in the required fields (a) and click on Login (b). Step 3 After logging in, click on “Manage ...How To Create a Role
Hello! To create a role on SAFAPPLY, please do follow the steps below. Step 1 Go to the SAFAPPLY admin login page. Step 2 Type in the username and password in the required fields and click on Login. Step 3 After logging in, click on “Manage Users” on ...How To Create Application
This enables you to create and customise your application however you want it from the title to timeframe, course/subjects, workflow, e.t.c. Please follow the steps below: Select “application on the left side of your portal” Input the application ...How to create new branches/locations
To Create branches, Click on System settings Tap organisation Locations Click create location Fill the name and address of the branch, then save location. Do this for every branch or location you wish to create.How To Create a New User
Hello! To create a new user on SAFAPPLY, please do follow the steps below. Step 1 Go to the SAFAPPLY admin login page. Step 2 Type in the username and password (a) in the required fields and click on Login (b). Step 3 After logging in, click on ...