The Claritum platform provides a default Standard Workflow, but also allows the Service Provider to create different types of Project workflow for different products within a Customer Catalogue (see Catalogue Management > Create / Edit Quote Request).
A workflow The Standard Workflow is composed of the following steps, which can be seen on the Workflow tab of a Project's home page:
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From the main menu, select Configuration > Projects.
Expand title The Configuration: Projects page displays. To create a new workflow, click the New Workflow button.
Expand title The New Workflow page displays To edit an existing workflow, click the Workflow Name or the edit icon for the workflow.
Expand title The Edit <Name> Workflow page displays
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