Automation gives your District/School the tools to identify bottlenecks and actively make changes to improve your processes. Below are some ways that you can use Script to find bottlenecks.

Pending Steps By Assignee

On the workflow dashboard, use ‘Pending Steps By Assignee’ to view pending tasks and their assigned users. By clicking ‘All Steps’, you can filter by the step type.

When identifying bottlenecks, you can use this information to adjust your process.


  • If it is common that users stop at a file upload step, you can add an instruction box at the beginning of the step to notify users to have the file ready.

  • If one approver is overwhelmed, modify the process by adding another user to the approval step with the same authorization.

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