Module: Administration
Page: Workflows
Packets allow you to group multiple workflow forms together to be assigned out to Student-Athletes or otherCompliance + Recruiting Users at one time.
All Packets are created and managed in the Settings module:
Click on the Workflows Page
Click on the tab for Packets
Click Add Packet to create a brand new packet from scratch or Click Edit to update an existing Packet
Note: Workflow Forms must be Published to be available for a packet.
Helpful Hint: Annually, Compliance + Recruiting will load the NCAA Student-Athlete Preseason forms and place them in their own, assignable packet for all Divisions.
Workflow packets are most commonly used with student-athlete in-processing paperwork. Workflow packets enable you to create customized groupings of workflow to go to the right groups of athletes (ie: Incoming vs Returners, Men vs Women).