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!

21 articles in this collection
Written by Mitch Pinnegar, Stacey Avery, Tim Cameron and 2 others

Getting started with Sine Workflows

How to create a workflow

A comprehensive guide to help you create workflows and streamline your compliance processes.

Written by Nick Rivett
Updated over a week ago

Create conditional logic in a workflow

Add conditions to a workflow to show or hide pages depending on answers to a previous question.

Written by Nick Rivett
Updated over a week ago

Customising Workflows content fields

This article describes how to create or edit questions, upload requests, site information and images to build your workflow forms.

Written by Nick Rivett
Updated over a week ago

Sharing and publishing workflows

Share your workflows and start receiving responses.

Written by Nick Rivett
Updated over a week ago

How to utilise automatic document expiry in your Workflows

Set and manage document expiry settings within Sine Workflows, one of the most powerful ways to automate and manage your compliance.

Written by Mitch Pinnegar
Updated over a week ago

Manage Integration with Sine Pro - Workflows

This article outlines how to enable the integration of a Workflow with Sine Pro

Written by Stacey Avery
Updated over a week ago

Webhooks for Workflows

Enable webhooks to send response data directly to your other systems.

Written by Nick Rivett
Updated over a week ago

Managing Workflows for admins and approvers

Bulk-invite users to complete a workflow with CSV upload

Easily invite your users to complete a workflow with CSV upload and simple tracking of their completion status.

Written by Nick Rivett
Updated over a week ago

Add custom fields to the Workflows response table view

Quickly view essential workflow information from the response table view, with 'Available in Table' for multiple choice and text box fields.

Written by Nick Rivett
Updated over a week ago

Team Permissions - Workflows

This article explains how to provide and manage access for the Sine Workflows admin dashboard

Written by Mitch Pinnegar
Updated over a week ago

Set up approval conditions for a workflow

Use approval conditions to flag responses for manual review, while 'correct' responses are automatically approved.

Written by Nick Rivett
Updated over a week ago

How to export workflow responses to CSV

Export the content of your workflow responses to a CSV

Written by Nick Rivett
Updated over a week ago

Admin - Add a Workflow Response

Manually add a workflow response from within the Workflows Admin Dashboard.

Written by Tim Cameron
Updated over a week ago

Approving or Rejecting Workflow Responses

This article demonstrates how to approve or reject responses received from a visitor.

Written by Silky Arora
Updated over a week ago

Create, edit and assign tags in Workflows

Everything you need to know to get started with Tags for Sine Workflows

Written by Nick Rivett
Updated over a week ago

Manage your Workflows notification settings in the web dashboard

For team admins, here's all the options you have to manage your notification settings within Workflows.

Written by Mitch Pinnegar
Updated over a week ago

Completing and submitting Workflows

Auto-save workflows responses

This article looks at the autosave feature of workflows and the user experience of your visitors and contractors.

Written by Nick Rivett
Updated over a week ago

Pre-fill rejected Workflows responses

This article looks at the implementation and function of the pre-fill rejected Workflows feature.

Written by Nick Rivett
Updated over a week ago

Enable auto-logout from workflows

Manage devices where multiple users need to complete workflows with auto-logout options.

Written by Nick Rivett
Updated over a week ago

How to upload SWMS - Workflows

This article explains how to upload your SWMS to a Workflow form.

Written by Mitch Pinnegar
Updated over a week ago

Contractors Self-Submit - Workflows

This article describes how contractors submit their responses to complete the induction process.

Written by Silky Arora
Updated over a week ago