Using Process Roles
Brennan Vlahcevic avatar
Written by Brennan Vlahcevic
Updated over a week ago

Module: Administration
โ€‹Page: Workflows

ARMS Process Roles define a user's role or roles within your department. Process Roles can be leveraged in a number of ways, as detailed below.

Process Roles differ from Access Roles. Access Roles define the functions and pages within ARMS that a user has access to, whereas Process Roles define their role within the many processes that occur in the department. For instance, many users may share the same common Access Role (ie: Departmental Administrator) but have varying Process Roles (ie: Academics, Financial Aid, Facilities, SID).

What do Process Roles do?

Assigned process roles provide access to:

  • Access to Launch/Assign workflow forms and packets

  • Approving steps within workflow forms

  • Viewing the content of workflow forms (enables you to shield information from certain users)

  • Receive Automated Form Notifications via Email

Roles available to Launch/Assign a Workflow

From the Administration module

  • Click the Workflows page

  • Click View Published/Unpublished Version of the form

Roles Assigned to an Approval Step

From the Administration module

  • Click the Workflows page

  • Click View Published/Unpublished Version of the form

  • Click the Details button

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