---
title: Creating A Chain Of Custody Workflow
description: A guide to creating a Chain of Custody workflow.
---

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September 25, 2026

# Creating A Chain Of Custody Workflow

## A guide to creating a Chain of Custody workflow.

Creating a workflow is the first step in the Chain of Custody process. The workflow establishes all the required steps that users must use to complete the process. Sites can create as many workflows as needed, but most sites utilize between 1-3 workflows. 

 

### Permissions Required

*ManageCoCWorkflow* - Application Administration\>Chain of Custody Workflows. Ability to manage workflows

*ProtocolSnapshot* - Ability to view the Summary page of a Protocol (Protocol Snapshot). Required for all other protocol view permissions.

*ProtocolManagement* - Protocol Management

*EditProtocolDrugsOrders* - Drug management for a protocol 

 

### Creating A Workflow

To set up a CoC workflow, the user must be able to access Application Administration as well as access the Order build under Edit Protocol on the specific protocol(s).![](https://vestigohelp.mccreadiegroup.com/hs-fs/hubfs/image-png-Sep-07-2026-11-08-42-1392-AM.png?width=198&height=210&name=image-png-Sep-07-2026-11-08-42-1392-AM.png)

1. Navigate to **Application Administration**
2. Click on **Chain of Custody Workflows**
3. Click **Add New Workflow**
4. Scroll down and *Enter a Name* for the Workflow
5. Click **Submit**

**![](https://vestigohelp.mccreadiegroup.com/hs-fs/hubfs/image-png-Sep-07-2026-11-11-47-8881-AM.png?width=647&height=367&name=image-png-Sep-07-2026-11-11-47-8881-AM.png)**

#### Adding Workflow Steps

Once you create the workflow, you can start adding steps to the workflow. Vestigo comes standard with 6 workflow steps below:

- Removed from Fridge
- Withdraw Solution
- Preparation Complete
- Pharmacy Departure
- Clinic Arrival
- Administer Drug

**Tip -** If sites are needing more unique steps that are specific to the site, they can contact Vestigo Support to add additional workflow steps.

 

To add steps to workflows:

1. Navigate to **Application Administration**
2. Click on **Chain of Custody Workflows**
3. Click on the **Workflow Name** you want to modify
4. Click the **Add New Workflow Detail**
5. Select a **Step** from the drop down menu
6. Check off the boxes of what **Scan Types** are needed to capture at this step
7. Click **Save**
8. For additional steps, follow this same guide from step 4.

After completion, the steps can be reordered by clicking and dragging a step to the desired position with the mouse.  

![](https://vestigohelp.mccreadiegroup.com/hs-fs/hubfs/image-png-Sep-07-2026-11-20-20-1655-AM.png?width=508&height=152&name=image-png-Sep-07-2026-11-20-20-1655-AM.png)

 

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