Who is this article for?

Ideagen Quality Management administrators importing workflows.

Workflow Designer access is required.

This Workflow Designer tool is not accessed from the Ideagen Quality Management User Interface and must be installed on each user's machine separately.

This article provides the steps on how to install workflow designer and is split into the following sections:

1. How to Install the Workflow Designer
2. Further Reading

Tip! The Workflow Designer is a stand-alone application that doesn't necessarily require special Ideagen Quality Management permissions or access to use. That means specific individuals or departments in your organization can build their own workflows and, when ready, send the designer file to the person with permissions to import them into Ideagen Quality Management. You can even save the designer file as an image and add it into Ideagen Quality Management for approval just like any other Controlled document. Then once it's approved it can be imported into the system, filled out, and put online.

1. How to Install the Workflow Designer

1. Log into Ideagen Quality Management, go to the User Menu in the upper right, and select User Preferences. Then click Download next to the Workflow Designer option in the Client Tool Installers section.

2. When the download completes, double-click and run the Ideagen Quality ManagementWorkflowDesignerSetup.msi.
3. Select Next on the download window.

4. If a security window pops up, click Next again to bypass the warning.
5. Select Next or Install on the following installation windows to accept the defaults, and click Finish when finished.

6. To access the Workflow Designer file, enter 'Workflow Designer' in the Windows Search Bar or from the File Explorer window, go to C:\Program Files\Ideagen Quality Management, Inc\Ideagen Quality Management Workflow Designer\Ideagen Quality ManagementWorkflowDesigner.exe.

Tip! Create a shortcut to the Workflow Designer file and place it on your desktop for quick access by right-clicking Ideagen Quality ManagementWorkflowDesigner.exe and selecting Create Shortcut. Then drag the shortcut file to your desktop. You can then start the Workflow Designer anytime by double-clicking the shortcut.

Note: The Client Tools will require specific .NET Framework versions. If the version required is not installed you will receive an error to install the proper version and run the Client Tool Installer again. The example below is showing the Ideagen Quality Management Header Footer Updater.

2. Further Reading

• How to Navigate Workflow Designer
• How to Use Workflow Designer
• How to Add Workflow Designer Files