How to Add a Service Guide in Workflow

Hi,

Thank you for visiting our Qtrac Knowledge Base library. We hope the below article will assist you. Based on your inquiry, it looks like you are trying to add a new Service Guide in Workflow. In order to accomplish this, you will need the following permissions:

Admin Role with access to Workflow settings and editing permissions.

Once you confirm that you do have access to these settings, please follow these steps:

1. Log in to the Qtrac Admin Portal.
2. In the left navigation menu, click Workflow, then select Service Guides.
3. Click the blue + button in the top-right corner of the page.
   
4. In the Service Guide Name field, enter a clear name for the guide (e.g., "New Account Opening", "Mortgage Pre-Approval").
5. In the Service Guide Description field, add a short description so staff can identify the guide quickly.
   
6. Click Add. The new Service Guide appears in the list and is ready for steps and connected services to be added.
7. Once the service Guide is created it will appear as its own card in the list but it will be without any steps.
   
8. Then all you need to do is to edit it and add the actual steps and functions. To do this please use this article. How to Edit an Existing Service Guide

We hope this article helped you out with your request and clarified things a little bit more.
If you still have any questions, please feel free to get in touch with our Qtrac Support.