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Workflows and Indicators

Course overview

This course focuses on how you can use workflows to automate the creation of indicators and send notifications to help identify a trend that could be a concern in the future.
You’ll discover how to set up your workflows, and rules and how to manage your indicators.


This course is designed for those who have at least edit access to Wellbeing Manager. 


23 minutes

Previous knowledge

Basic iSAMS navigation required, it is recommended that the courses below are taken prior to starting this course:


Although accessible on all devices this course works best on a desktop or laptop PC. A headset or speakers are recommended. 

Course contents

What are Workflows?

  • What are Workflows?
  • The Workflow Process

Configuration Settings

  • Workflow Configuration Settings
  • User Permissions
  • Notification Settings
  • Indicators Reference Data

Workflow Rules and Workflows

  • Set up your Workflows
  • Workflow Rules
  • Workflows
  • Run Workflows


  • View your Indicators
  • Promote an Indicator to a Concern
  • Dismiss an Indicator

Workflow Rules and Workflow Examples

  • Examples

What's included?

  • Real school examples
  • Step by step instructions
  • Interactive elements
  • Trainers guidance

Manage Workflow Rules

Manage Workflows

Manage Indicators

Meet the instructor

Alex Rowan

E-Learning Content Developer
As an Content Developer who joined iSAMS in 2021, Alex has contributed to the creation of high-quality, engaging content with iUniversity.

Away from work, Alex enjoys spending time with her family and two dogs, playing football, and travelling.