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Workflow templates are used both to support and document standard procedures. The templates can either be printed out and filled in or called up as templates for digital workflow documentation. To print a template on paper, open the template and go to the Datenblatt Datasheet tab.

  1. Document a workflow digitally by going to the Basis Home tab on the function bar.
  2. Click on the dropdown triangle next to Prozessexpand  Workflows and select neu New and, if applicable, your company.
  3. A list of available templates will open. The list might vary depending on the user because not all users have identical access rights.
  4. Double-click or left-click a template and ok Confirm.
  5. The title of the workflow is pre-set in the template. Enter a standardised Subtitle in the top right-hand corner to identify the workflow.
    Example: Title is "Customer complaint", subtitle "Mauer, Karl dated 16/09/2018"
  6. Speichern Save your input by clicking on the icon in the top left-hand corner of the input window.