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Modifying Workflow Preferences

Last Updated: 3/5/2015

User preferences allow each user to tailor the workflow preferences to their style of work including; how often the action list is refreshed, what fields are displayed, the types of email notifications received, and the frequency of the notifications. You can even elect to customize the functionality and display by color-coding the document status’ so that you can easily see which documents need to be completed (saved) versus those that are being routed for approval (enroute).


All Users


You wish to change your action list settings to best fit your work style


  1. Click the Action List button found within the header under any tab
  2. Next, select the preferences button to bring up the Workflow Preferences view, where you are able to customize the display of your Action List

    Action List Preferences

  3. General Subpanel Options

    This subpanel contains the settings for the overall action list filter and allows the user to choose how often their list is updated, how many actions are displayed, and whether or not to view action items related to delegates


  4. Fields Displayed in Action List Subpanel Options

    This subpanel contains options allowing the user to choose which information they want displayed in their action list

    Fields Displayed in Action List

  5. Document Route Status Colors for Action list Entries Subpanel Options

    Allows the individual to select colors for each action request listed on the Action List, all items currently appear in the default color white

    Document Route Status Colors

  6. Email Notification Preferences Subpanel Options

    This subpanel allows the user to set up when, what and the action requested of items in which they receive email notifications

    Email Notification Preferences

  7. Click Save at the bottom of the page to activate your selections


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