[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-240479-105":53,"doc-detail-240479-en":127},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":120,"head_meta":122,"extra_data":124,"updated_unix":126},105,"en","advanced-workflow-templates-training-session-guide","Advanced Workflow Templates - Training Session Guide","","Advanced Workflow Templates training material explains how to define and configure approval workflows using PowerDMS. It covers selecting the total number of approval steps, choosing response types for each step, and mapping where requests should progress. The guide then walks through attaching templates to a workflow, a training request, and a course, including practical navigation steps and scenario context for new administrators managing course approval prior to content access.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/advanced-workflow-templates-training-session-guide/240479/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/advanced-workflow-templates-training-session-guide/240479.png","ImageObject",442,249,{"name":88,"@type":89},"Jacob","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-31","2026-09-11",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",19,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"What are the three main considerations for advanced workflows?","Question",{"text":109,"@type":110},"The material covers total approval steps, selecting the response type required for each approval step, and mapping which positions receive requests at each step.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"What does each workflow response type mean?",{"text":114,"@type":110},"It defines options such as First Response and Dynamic First Response (first responder can approve and potentially redirect), All Response (all users must approve), and Simple Vote (thumbs up or thumbs down without approval).",{"name":116,"@type":107,"acceptedAnswer":117},"How do you attach an advanced workflow template to a course?",{"text":118,"@type":110},"Find the course in the PowerDMS sidebar, open manage from the three-dots menu, then in the General tab select the approval workflow via the drop-down so the workflow engages when the user enrolls.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},240479,1791161514,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":40,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":141},962084931830,"https://ap-avatar.wpscdn.com/davatar_a8503ba1806abce46bf441b54a3ca4cd","Advanced Workflow Templates  \nFacilitator: Brittany Van Etten[trainingteam@powerdms.com](trainingteam@powerdms.com)  \nBrittany Van Etten  \nTraining Specialist l  \nA Few Things to Note:  \n• This session is being recorded.  \n• The recording will be automatically Emailed to all registrants of this session, as soon as it becomes available.  \n• You can and should download a copy of this presentation from the Handouts section of the GoToWebinar sidebar.  \n• You can type in your questions any time within the questions field of GoToWebinar  \nObjectives:  \n• Describe the benefit of advanced workflow templates.  \n• Create advanced workflow templates.  \n• Attach advanced workflow to an approval workflow.  \n• Attach advanced workflow to a course.  \n• Attach advanced workflow to Training Request.  \nThree Main Considerations for Advanced  \nWorkflows  \nWhat is the total number of approval steps?  \nIt’s a best practice to setup the default number of steps you want to have in the workflow first.  \n© 2022 NEOGOV Proprietary and Confidential  \nWhich response type should each approval step require?  \nEnsure each step has the response type you require for your approval.  \nWhich positions should Imap?  \nMapping tells the workflow here you want requests to go on each step in the approval.  \nPOWERDMS.COM  \nWorkflow Response Types  \nFirst Response  \nThe first responder can approve the request for it to move forward to the next step.  \nDynamic First Response  \nThe first responder can approve the request for it to move forward to the next step. Upon approval they can redirect to another individual or continue to the next step.  \nAll Response  \nAll users at this step must  \napprove before the workflow step is satisfied and the workflow continues.  \nSimple Vote  \nUsers at this step are prompted  \nto give a thumbs up or thumbs down. No approval is required.  \nAttach template to a Workflow  \n• Navigate to the document’s management tabs>revision.  \n• Add workflow due date (if applicable) and save.  \n• Click Start New next to workflow. Attach template and begin!  \nAttach template to a Training Request  \n• Hover over Welcome, Your Name  \n• Select Administration Menu>Training.  \n• Apply appropriate settings and Save.  \nAttach template to a Course  \n• Find the course in the PowerDMS blue sidebar. Hover over the three-dots and select manage.  \n• From the General tab, use the drop-down to select the approval workflow you intend to use. This will engage the workflow as soon as the user enrolls.  \nScenario 1:  \nYou are a new PowerDMS administrator and created some courses for your site that will need approval before they can begin the course content. How can you make this happen?","cbCaidAOgskslWVh","https://ap.wps.com/l/cbCaidAOgskslWVh","pdf",1103951,"English","# Objectives\n## Advanced workflows: three key considerations\n## Workflow response types\n## Attach template to a workflow\n## Attach template to a training request\n## Attach template to a course\n## Scenario 1","[{\"question\":\"What are the three main considerations for advanced workflows?\",\"answer\":\"The material covers total approval steps, selecting the response type required for each approval step, and mapping which positions receive requests at each step.\"},{\"question\":\"What does each workflow response type mean?\",\"answer\":\"It defines options such as First Response and Dynamic First Response (first responder can approve and potentially redirect), All Response (all users must approve), and Simple Vote (thumbs up or thumbs down without approval).\"},{\"question\":\"How do you attach an advanced workflow template to a course?\",\"answer\":\"Find the course in the PowerDMS sidebar, open manage from the three-dots menu, then in the General tab select the approval workflow via the drop-down so the workflow engages when the user enrolls.\"}]","Advanced Workflow Templates - Training Session Guide | PDF",1789161941,6]