Launch a workflow for existing client

This article will cover how to launch a workflow for an existing client.

Select a client

Click the Client dropdown on the left navigation panel and select a client.

Select a period or create a new one

Click the Period dropdown on the left navigation panel and select an existing period or enter a new workflow period. This period (for workflows created with direct integrations) will determine the range of data Scrutinize analyzes.

Select a workflow

Click the Workflow dropdown on the left navigation panel and select an existing workflow. The workflow you select will determine the set of steps and data elements you will review. New workflow types can be created and customized in the Configurations section.

Click Submit

Click the green Submit button to launch the workflow.