Creating Workflows

A workflow in Sonia is a way to wrap up a series of actions or steps that you can assign to a person.  It is a bit like a "macro" in Excel.

Once you understand how to design and use Sonia workflows, it will lead to less effort on your behalf and far less chance of missing a process.

Give me an example!
OK, here is a simple example of what a workflow could do:
When I've finished allocating my students I need to do the following:

• give each student a form - "placement acknowledgement"
• send the student an email to do the form
• wait until the placement agreement has been signed
• send the student's mentor a welcome email
• wait until 2 days before the end of placement
• assign an evaluation form to the student

ALL of this can be done with a simple workflow.

A Zen guide is available below the video.