To initiate a new task/workflow:

1. On the Home page, in the Tasks widget, click Initiate. The Initiate Workflow wizard displays Step 1.
2. Select the workflow you want to begin. For example, if you are reporting a conduct incident, you might select the
Conduct Referral workflow.
3. Type or click to select the date.
- The remaining fields are specific to the task/workflow you select to initiate.
4. Click Next. The wizard displays Step 2.
- The fields on this step are specific to the task/workflow you have selected.
5. Click Next. The wizard displays Step 3.

6. Confirm the information, and click Finish. The workflow now appears in the Tasks area for any user who is listed
as a participant in the next phase of the workflow.

Ex. Conduct Referral