To create a workflow i.e. the service process, follow the following steps:
Please Note: You should the right permission to add or edit the workflow.
Step 1: Select setting from the top info bar.
Step 2: Select Workflow
Step 3: Select Add
Step 4: Give the workflow a suitable name
.
Step 5: Select whether to give the access of the workflow to all office or selected branch office.
Step 6: Add stages of the workflow
Please Note: Minimum 2 stages and maximum 20 stages of the workflow can be set.