Sine by Honeywell

How to enable Workflows

Creating more than one approver group in Workflows.

Multiple approver groups

Laura Chapman

Poppy Lammin

Tim Cameron

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!

Workflows

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

How to create a workflow

Add conditions to a workflow to show or hide specific fields or entire pages based on responses to previous questions.

Create conditional logic in a workflow

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

Customising Workflows content fields

Share your workflows and start receiving responses.

Sharing and publishing workflows

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

How to utilise automatic document expiry in your Workflows

This article outlines how to enable the integration of a Workflow with the check-in event.

Validating Workflows at Check-in (Workflows integration)

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

Webhooks for Workflows

Getting started with Sine Workflows

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

Bulk-invite users to complete a workflow with CSV upload

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

Add custom fields to the Workflows response table view

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

Team Permissions - Workflows

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

Set up approval conditions for a workflow

Delegated Workflows Responses

Export the content of your workflow responses to a CSV

How to export workflow responses to CSV

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

Admin - Add a Workflow Response

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

Approving or Rejecting Workflow & Permit Responses

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

Create, edit and assign tags in Workflows

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

Manage your Workflows notification settings in the web dashboard

Save a certificate or PDF copy for sharing or record keeping

Exporting a PDF copy of a workflow response

Add all relevant contractors working on a job to a permit

Multi Contractor Permits

Manage compliance and jobs better with greater control over responses.

Workflow Response Company & Date Editing

Control how long Workflow responses are kept before they're automatically deleted.

Setting up a data retention policy for Workflows

Kirk Stanton

Managing Workflows for admins and approvers

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

Auto-save workflows responses

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

Pre-fill rejected Workflows responses

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

Enable auto-logout from workflows

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

How to upload SWMS - Workflows

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

Contractors Self-Submit - Workflows

Allow visitors and contractors the ability to submit workflow responses without requiring an account.

Accountless workflow responses

Lorelle Kellow

Completing and submitting Workflows

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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