Skip to main contentWhat assignment means
Assigning a workflow means choosing a workflow template and designating which staff members will complete each step. Once assigned, the workflow becomes active and staff can begin working through their assigned steps.
How to assign a workflow
1. Navigate to Start Workflow
Open Quiver Teams and select Start Workflow from the main menu.
2. Choose your workflow template
Browse your organization’s workflow library and select the template that matches the clinical encounter or task you need to document.
3. Assign staff to steps
For each step in the workflow:
- Assign at least one staff member to the step
- Multiple staff can be assigned to the same step if needed
- Staff assigned to a step will be able to complete that step
- All steps must have at least one staff member assigned before the workflow can be created
4. Review the assignment
Before finalizing:
- Review which staff are assigned to each step
- Verify that all required steps have staff assigned
- Confirm the workflow structure matches your needs
5. Schedule the workflow (optional)
You can schedule when the workflow should start:
- Set a start date and time
- Leave unscheduled to begin immediately
- Scheduled workflows will become active at the specified time
6. Create the workflow
Once all staff are assigned and scheduling is set, create the workflow. The workflow is now active and assigned staff can begin their work.
After assignment
Once the workflow is created, head to the Manage page to:
- View workflow status
- Monitor progress through steps
- Make changes to assignments if needed
- See who has completed their assigned steps
See Managing Assigned Workflows for details on managing active workflows.
Assignment requirements
- At least one staff member per step: Every step must have someone assigned to complete it
- Multiple assignments allowed: You can assign more than one person to the same step if collaboration is needed
- Assignment flexibility: Staff assignments can be adjusted in the Manage page if circumstances change
Next steps
After assigning a workflow: