- Using the left-hand navigation panel, click ‘Workflows’.
- Then click ‘Staff’.
- This will take you into the ‘Staff Sign In’ page. The page will display the different sign in methods that can be used to sign in staff members, as well as their workflows.
- Any workflows assigned to ‘Web’ will on display on the portal rather than on a touchscreen.
- ‘Mobile’ is used for when the staff sign via the ‘SGW 5D My Portal’ app.
- Any workflows assigned to ‘Touchscreen’ will appear on the touchscreen.
- If you want to start adding stages to a sign in method. Click the pencil icon to start editing the workflow.
- 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 be used, by changing the order or by removing them from the list.
- You can add stages to the current workflow by using the right-hand side box ‘Available Stages’.
- 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.
- Under the stages box you can remove all stages by using the bin icon on the same row as ‘Name’.
- You can remove induvial stages by clicking on the bin icon on the row of the slide you want to remove.
- You can change the order of which the stages will appear. The top stage will be the first and moving down in order of how it will appear on the chosen sign in method. You can use the arrows on the row with the stages to change the order.
- Click the green save icon in the top right corner.
