Module: Workflows, Team, Department
Page: Workflow Launchpad, Roster, Student-Athletes, School Directory

Users can assign an individual Workflow or a Packet of Workflows to a single ARMS User or group of users the following ways:

Note: Access to the "Assign Workflow" option is permission based, as are all of the individual workflow forms. If you do not have the option to assign or cannot see a form you would like to assign, contact your Department's Administrator or the ARMS Support Team at help@armssoftware.com

Option 1: via Workflow Launchpad

(single User assignment only)

  • Click the orange button at the top of the page "Click here to view assignable workflows"

  • Select the individual workflow or packet of workflows to assign

  • Type the name of the ARMS User to assign the workflow(s) to

  • Define the Academic Year that the workflow(s) should be associated with

  • Click Assign Workflow

Note: Workflows can only be assigned to one individual at a time using this method.

Option 2: via Department (Student-Athletes and Staff)

Workflows can be assigned from the Department module to Student-Athletes and/or Staff via the Student-Athletes page or School Directory page in the left menu.

  • Using the available facets (filters), you can narrow your list

  • Check the box to the left of the individual(s) that should be assigned the workflow(s).

  • Click the menu at the top, right of the contact list and select "Assign Workflow".

Option 3: via Team


(for Coaches)

Coaches can assign a workflow to members of the roster from the Team module on the Roster page.

  • Check the box to the left of the individual(s) that should be assigned the workflow(s).

  • Click the menu at the top, right of the contact list and select "Assign Workflow".

If you do not have the Assign Workflow option available, please contact your Department Administrator to adjust site permissions.

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