Workflows | Visitor and Contractor Management Help Center

Workflows

Take the hassle out of chasing qualifications and keep your workforce compliance up to date. Here you'll learn everything you need to know to master Sine Workflows!

How to enable Workflows

Getting started with Sine Workflows

How to create a workflow

Create conditional logic in a workflow

Customising Workflows content fields

Sharing and publishing workflows

How to utilise automatic document expiry in your Workflows

Validating Workflows at Check-in (Workflows integration)

Webhooks for Workflows

Managing Workflows for admins and approvers

Bulk-invite users to complete a workflow with CSV upload

Add custom fields to the Workflows response table view

Team Permissions - Workflows

Set up approval conditions for a workflow

Delegated Workflows Responses

How to export workflow responses to CSV

Admin - Add a Workflow Response

Approving or Rejecting Workflow & Permit Responses

Create, edit and assign tags in Workflows

Manage your Workflows notification settings in the web dashboard

Exporting a PDF copy of a workflow response

Multi Contractor Permits

Workflow Response Company & Date Editing

Completing and submitting Workflows

Auto-save workflows responses

Pre-fill rejected Workflows responses

Enable auto-logout from workflows

How to upload SWMS - Workflows

Contractors Self-Submit - Workflows