Overview
This job aid shows campuses how to replace a workflow in a production environment.
Replace a workflow
Use this procedure in a production environment if you need to replace a workflow.
Step 1: Open the Navbar button.
Step 2: Navigate to Menu > CSU Temp Academic Employment > CSU TAE Approval Workflow > CSU TAE WorkFlow Steps
Step 3: Search existing workflows.
- Enter your search criteria.
- Click Search.
- Review the list of existing workflows.
- Search existing workflows to ensure your new workflow does not include the same information as an existing one.
- Note the Effective Date on existing workflows. If you create a replacement workflow, the new workflow must have a greater month and year than the previous workflow
Step 4: Select the workflow steps to be replaced.
- The CSU TAE Workflow Steps page opens.
Step 5: Set the Status to Inactive.
- To reactivate the workflow, you need to return to the search page, clear your buffered selection, and then re-select this workflow.
Step 6: Create a replacement workflow.
- Follow the procedure: Set Up TAE Approval Workflows.
- Make sure the Effective Date for the new workflow is one month and one year greater than the workflow that you are replacing.
- Ensure that the new workflow has the correct approvers for each step.
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