To select an existing workflow, open the MyFavorites accordion tab in the Navigation Pane of the Menu Page, then click on one of the menu items listed.

If personal workflows have already been created, then they would be listed under MyFavorites. Otherwise you can create a new workflow (see below). Each workflow can include any number of user-defined menu items (from HighViews, Jobs, and OneClicks) organized under several groups. After selecting a workflow, click on a group item to expand the list of menu items listed for that group. Use the Expand All and Collapse All buttons to instantly show/hide all menu items (in all workflows).

Note that the groups (and user-defined menu items) are also listed in the Display Pane. By default, the first workflow in the list is displayed automatically when you select the MyFavorites accordion tab.

To create a new workflow under MyFavorites click the button at the bottom of the menu. This launches the MyFavorites Console, which lists all of the personal workflows that have been created and are currently available:

Click the  button in the MyFavorites Console. This launches the Workflow Editor, which lists all of the menu items and OneClicks that are available for creating a new workflow:

Selecting Items. Select and drag items from the list of available menu items (on the left) over to the Create Workflow list (on the right). If you have any OneClick codes created, they will be listed under the OneClicks tab. Use the button to include all items on the list. Hold down the Shift key to select a range of items. To select multiple (but not consecutive) items, hold down the Ctrl key while clicking on various items in the list.

Searching Items. Use the Code Search field to look up menu items based on their Job Codes. Note that HighViews are listed at the top of the list and are designated by an asterisk (*) instead of a Job Code.

Rearranging Items. You have the option to rearrange the order of HighViews/Jobs once they are copied to the Create Workflow list. Simply drag selected menu items up or down in the list.

Renaming Items. You can rename a HighView/Job menu item to something more associated with what its purpose is in your particular Workflow. Click on the Description field to edit the description. The new text will be shown as the new name for the menu item in new workflow.

Adding Groups. Group names are listed in Green.To create a new group, select a menu item from the Create Workflow list, then click the button. Your new group will be inserted just above the selected menu item. Note that All Workflows must include a starting group. If you try to save your workflow without a starting group, the system will insist that you to add one.

Saving the Workflow. Click to create a workflow from the currently-selected configuration. This launches the following popup window:

To change aspects of an personal workflow in MyFavorites click the button at the bottom of the menu. Select a workflow from the MyFavorites console, then click  .This launches the Workflow Editor for modifying the selected workflow. You can add or remove menu items and groups from the list and/or change the order. Click  to apply the modified configuration to MyFavorites. Clickto accept the changes and return to the MyFavorites console. Click to exit the MyFavorites console.

If you would like to change the order and/or set which workflow is to display first in the MyFavorites list, click the button at the bottom of the menu. Simply drag selected workflows up or down the list. Click to set the new order and exit the MyFavorites console.