Body
In Slate, workflows are used to manage form submissions and their associated approval process. Submissions are grouped into bins, move through each person's queue, and are read in Slate Reader.
Slate Reader and workflows have their own vocabulary, defined below:
|
Tab
|
What it does
|
|
Home
|
The default page when you enter the reader.
|
|
Browse
|
Browse gives you an overview of the workflow and the associated number of records within each bin.
|
|
Search
|
Allows you to quickly search for a record within the workflow.
|
|
Queue
|
Records assigned to you for your review.
|
|
Recent
|
Recent records viewed.
|
|
Share
|
A collaborative review tool for reviewing form submissions with colleagues.
|
|
Classify
|
Reassigns records to users or bins en masse.
|
|
Exit
|
Return to Slate main environment.
|
To review a form entry in Reader:
- Log on to Slate at https://success.hws.edu/manage
- Click on the Reader tab
- Open the form submission by clicking the paper icon
- To take action or review the form, in the bottom right-hand corner click Review Form / Send to Bin (if you don't see an option, the submission is not assigned to you or within your queue)
- Complete the appropriate information
- Assign it to the next bin
- Click Send
To reassign a record to a queue:
- Open the submission
- In the upper left-hand corner, click on the name and reference ID
- Click Edit Bin/Queue
- In the Queue field, enter the name of the person to receive the reassignment
Note: do not adjust the Bin field; bins are edited in Reader > Review Form.
- In Next Reader Notes, enter a note if desired
- Click Save