WPCS / 4 STEPS
Create and review a workflow in WPCS
Before you begin: An active PTS workspace with staff already added.
STEP 01
Create the task template
Name the task, set its frequency, and decide whether proof of execution is required.
STEP 02
Assign a responsible role
Assign by role or location so the task automatically reaches whoever is on shift.
STEP 03
Set the notification
Choose when staff are notified so tasks aren't discovered late in the shift.
STEP 04
Review submissions
Approve completed tasks or send them back for correction with a short note.
Expected result
A task with a clear owner, a completion record, and a review history.
Common issues
Confirm the role or location used in the assignment still has active staff attached to it.
Updated January 15, 2026
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