--- title: How to set up a workflow for a Regular Contractor description: This guide is to walk the reader through how to create a workflow for a regular contractor --- [Skip to content](https://knowledge.sgworld.com/how-to-set-up-a-workflow-for-a-regular-contractor#main-content) English Show submenu for translations [More support](https://knowledge.sgworld.com/kb-tickets/new?hsLang=en) [Customer portal](https://knowledge.sgworld.com/mytickets?hsLang=en) ![](https://knowledge.sgworld.com/hs-fs/hubfs/Logo%20white%20trans-1.png?width=100&height=75&name=Logo%20white%20trans-1.png) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://knowledge.sgworld.com/kb-tickets/new) - [Customer portal](https://knowledge.sgworld.com/mytickets) Find your answers here - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://knowledge.sgworld.com/?hsLang=en) 2. [SGW5D Workflow Guides](https://knowledge.sgworld.com/sgw5d-workflow-guides?hsLang=en) 3. [Workflow Creation](https://knowledge.sgworld.com/sgw5d-workflow-guides?hsLang=en#workflow-creation) # How to set up a workflow for a Regular Contractor ## This guide is to walk the reader through how to create a workflow for a regular contractor 1. 1. Using the left-hand navigation panel, click ‘Workflows’.  ![A screenshot of a computer AI-generated content may be incorrect.](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Sep-24-2025-12-16-54-5518-PM.png?width=903&height=435&name=undefined-Sep-24-2025-12-16-54-5518-PM.png) 2. Then click ‘Regular Contractors’.  ![A screenshot of a computer AI-generated content may be incorrect.](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Sep-24-2025-12-17-00-9915-PM.png?width=903&height=438&name=undefined-Sep-24-2025-12-17-00-9915-PM.png) 3. This will take you into the ‘Regular Contractor Sign In’ page. This page will display the sign in methods that can be used to sign in regular contractors, as well as their workflows.  ![A screenshot of a computer AI-generated content may be incorrect.](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Sep-24-2025-12-17-08-8669-PM.png?width=903&height=441&name=undefined-Sep-24-2025-12-17-08-8669-PM.png) 4. Any workflows assigned to ‘Web’ will on display on the portal rather than on a touchscreen.  ![A screenshot of a computer AI-generated content may be incorrect.](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Sep-24-2025-12-17-16-6381-PM.png?width=903&height=441&name=undefined-Sep-24-2025-12-17-16-6381-PM.png) 5. Any workflows assigned to ‘Touchscreen’ will appear on the touchscreen.  ![A screenshot of a computer AI-generated content may be incorrect.](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Sep-24-2025-12-17-22-8640-PM.png?width=903&height=441&name=undefined-Sep-24-2025-12-17-22-8640-PM.png) 6. If you want to start adding stages to a sign in method. Click the pencil icon to start editing the workflow.   ![A screenshot of a computer AI-generated content may be incorrect.](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Sep-24-2025-12-17-28-4849-PM.png?width=903&height=441&name=undefined-Sep-24-2025-12-17-28-4849-PM.png) 7. From this page you can start adding or removing stages to workflows. The left-hand side box labelled ‘Stages’ is the actual displayed workflow. In here you will be able to see what stages are currently being used, to change the order or remove them from the list.   ![A screenshot of a computer AI-generated content may be incorrect.](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Sep-24-2025-12-17-36-7888-PM.png?width=903&height=441&name=undefined-Sep-24-2025-12-17-36-7888-PM.png) 8. You can add stages to the current workflow by using the right-hand side box ‘Available Stages’. ![A screenshot of a computer AI-generated content may be incorrect.](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Sep-24-2025-12-17-42-5975-PM.png?width=903&height=441&name=undefined-Sep-24-2025-12-17-42-5975-PM.png) 9. To add a stage, click the plus symbol next to the stage you want to add. There is no limit on the number of stages that can be added to a workflow. ![A screenshot of a computer AI-generated content may be incorrect.](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Sep-24-2025-12-17-50-7266-PM.png?width=903&height=441&name=undefined-Sep-24-2025-12-17-50-7266-PM.png) 10. Under the stages box you can remove all stages by using the bin icon on the same row as ‘Name’. ![A screenshot of a computer AI-generated content may be incorrect.](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Sep-24-2025-12-18-07-1182-PM.png?width=903&height=441&name=undefined-Sep-24-2025-12-18-07-1182-PM.png) 11. You can remove induvial stages, by clicking on the bin icon on the row of the slide you want to remove.  ![A screenshot of a computer AI-generated content may be incorrect.](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Sep-24-2025-12-18-14-9769-PM.png?width=903&height=441&name=undefined-Sep-24-2025-12-18-14-9769-PM.png) 12. You can change the order of which the stages will appear. The top stage will be the first and then moving down in order is how they will appear on the chosen sign in method. 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