Customize Workflow
Administrators can make changes to the Senior Managers Certification Regime workflow if required.
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Go to System Tools > Workflow Manager.
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Select Edit for the Workflow List.
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To edit, open the SMCR – Cert library using the open folder next to it.
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To generate the certificate as a PDF, select Stage "A": OnEnter and set the variable GENERATEASPDF to Y.
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For the workflow to only send a specific document type, go to System Tools > Data Library and select New.
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In the Data Library Types wizard that displays, enter a quick reference, enter Certification Template as Description and select Compliance for category. Select Next.
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On the Summary Details page, enter a default summary and specify the automatic formulas. Select Next.
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On the Options page, select the Enable Attachments option, then complete the wizard.
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Go back to the SMCR – Cert library in the Workflow List and add the data library type to the certificate.
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Open OnEnter: Stage "C" and add the following condition for Filter to only send Certificates: WF.OPTION.DOCFILTER.NOTETYPE="CERTTEMP"
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Save your changes.
