How to Complete Custom Workflows on Desktop

You can also complete your workflows from the desktop version. 

1. Go to Workflows on the left hand nav bar. 

2. Click on Complete Workflows.

3. You'll now see a list of workflows scheduled for today.

4. Use the date navigator to change between dates

5. Additionally, use the search bar to find a specific workflow

The different workflow statuses are:

• Overdue – workflows that are past their due date (24 hours past the due date) 

• Rolling – open for a set time period (e.g. weekly or monthly checks)

• Ad Hoc – submitted as needed, without a fixed schedule

• Completed - checks completed that day 

✏️  Completing a Workflow

• Workflows that are ready to be completed will appear in bold.

• Click on a workflow to begin.

You have two options:

• Partially Complete: Saves your progress as a draft (you'll see a progress bar indicating how much is done).

• Fully Complete: Finish all required questions and submit the workflow. This will be showing in the report as completed, with the time, date and name of person who completed it. 

  Filling Out the Workflow

• Compulsory questions are marked with an asterisk (*).

• You can add comments or photos to any step if needed.

• When you're done:

  • Click Submit to finalise

  • Or click Save as Draft to return later

  • Review the workflow in the Reports section