Vireo 4 introduces the concept of workflow hierarchies where settings at a higher, or parent, level can be inherited by related lower, or child, level workflows. This feature helps to enforce consistency and reduces the need to replicate data entry across workflows.
If "Hierarchical Organization Management" is turned
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OFF, the workflows are considered flat. Multiple workflows can be added but each will need to be created and maintained separately
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If "Hierarchical Organization Management" is turned
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Creating Non-hierarchical workflow (flat organization)
Changes to make
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ON changes to workflows made at higher or parent levels will be reflected in the lower or child level organizations
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Creating a hierarchical workflow
Changes to make
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,
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Every change made to a Field Profile at the parent level will automatically appear in the child level with these exceptions:
- The child "Workflow Step is Overridable" is marked No.
- The Field Profile at the a child level "Overridable" is marked No.
- The Field Profile at the child level has been changed from the original inherited value.
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with some exceptions explained in OVERRIDE - need page link