How do I view and create a PDF of a Workflow?


Step-By-Step Guide


  1. Click on the Gearwheel at the top right of your Assurance Screen and select Registers & Forms Templates.

  2. Click on the name of your Template.

  3. Click on the Workflow tab.

  4. This will show the Stages, Approval Rules and Approval Notifications.

    Click on each stage to view the approver(s).

    To review this with your organisation y
    ou can also export the workflow to PDF by clicking on Export to PDF.


Video Guide