How to use Guided Workflows

Pick a workflow for your design or discipline and it sets the stages, reporting checklist, eligibility criteria and tools, then tracks how far you have got.

Before you start

• • A signed-in SciExpert account

Steps

1. 1

   Open Guided Workflows

   From the workspace sidebar choose Guided Workflows. On a phone, open the All menu and tap Guided Workflows.

2. 2

   Set up your inputs

   Pick a workflow for your design or discipline and it sets the stages, reporting checklist, eligibility criteria and tools, then tracks how far you have got. Start with the smallest realistic input so you can check the output before scaling up.

3. 3

   Run it

   Run the tool and check the first output: 69 study-type paths and 164 sector-specific paths.

4. 4

   Review what came back

   Work through the results: reporting checklists applied from the first stage; persona-based recommendations from your onboarding answers; switch workflows from the dashboard at any time.

5. 5

   Save or export

   Save the configuration as a preset if you will repeat it, and export the output when you need it outside SciExpert. Your inputs persist across refreshes and sign-ins.

Tips

• • Start with a small input, verify the output, then scale up.
• • Save a preset once the configuration works so you can reuse it across papers.

Troubleshooting