Initating and Managing a Workflow
Beacon Flow is a form routing solution that automates and simplifies routing and tracking packages. Within Beacon Flow, users can upload, digitally route, sign, and approve documents. This User Guide is intended to teach Beacon Flow users how to initiate workflows and sign workflows.
This video details how to create a new workflow How to Start a New WorkFlow To begin, click Initiate New WorkFlow from the Flow home page. Defin...
Wed, 22 Dec, 2021 at 9:58 AM
During Step Two of initiating a new workflow, the initiator will need to add WorkFlow Files and add Signature Zones. Types of WorkFlow Files There a...
Mon, 20 Dec, 2021 at 1:32 PM
This video details how to Modify a WorkFlow route by adding editing or bypassing routes at any stage. The workflow routing can be modified at any stage dur...
Wed, 22 Dec, 2021 at 2:41 PM
This video details how to send a Flow to an employee at another Institue There are opportunities to send a workflow to an NIH employee outside your IC. ...
Wed, 22 Dec, 2021 at 1:16 PM
This video details how to add Actions to a Flow Template, assign employees to Actions when creating a workflow and how employees can complete those actions.
Thu, 9 Dec, 2021 at 12:51 PM
After a workflow has been initiated, a Flow Administrator and the Flow initiator can edit the WorkFlow link. Depending on if the Flow is in Review or A...
Thu, 14 Sep, 2023 at 11:31 AM
Users have the option to use existing workflow as the template for a new workflow. The copy a workflow feature will copy the Routing network (with names ...
Thu, 18 Jan, 2024 at 6:34 PM
This video will overview how to replace a pdf file in WorkFlow after the document has been approved. Before a document has been approved pdfs can be del...
Thu, 18 Jan, 2024 at 6:42 PM