edit pass: lifecycle-workflow-articles

Author: ShawnJackson

articles/active-directory/governance/tutorial-offboard-custom-workflow-portal.md

@@ -1,6 +1,6 @@
 ---
-title: 'Execute employee off-boarding tasks in real-time on their last day of work with Azure portal (preview)'
-description: Tutorial for off-boarding users from an organization using Lifecycle workflows with Azure portal (preview).
+title: Execute employee departure tasks by using lifecycle workflows (preview)
+description: Learn how to remove users from an organization in real time on their last day of work by using lifecycle workflows (preview) in the Azure portal.
 services: active-directory
 author: owinfreyATL
 manager: amycolannino
@@ -14,101 +14,118 @@ ms.reviewer: krbain
 ms.custom: template-tutorial
 ---
 
-# Execute employee off-boarding tasks in real-time on their last day of work with Azure portal (preview)
+# Execute employee departure tasks by using lifecycle workflows (preview)
 
-This tutorial provides a step-by-step guide on how to execute a real-time employee termination with Lifecycle workflows using the Azure portal.
+This tutorial provides a step-by-step guide on how to execute a real-time employee termination by using lifecycle workflows (preview) in the Azure portal.
 
-This off-boarding scenario runs a workflow on-demand and accomplishes the following tasks:
- 
-1. Remove user from all groups
-2. Remove user from all Teams
-3. Delete user account
+This *leaver* scenario runs a workflow on demand and accomplishes the following tasks:
 
-You may learn more about running a workflow on-demand [here](on-demand-workflow.md).
+- Remove the user from all groups.
+- Remove the user from all Microsoft Teams memberships.
+- Delete the user account.
+
+For more information, see [Run a workflow on demand](on-demand-workflow.md).
 
 ## Prerequisites
 
-The Lifecycle Workflows preview requires Azure AD Premium P2. For more information, see: [License requirements](what-are-lifecycle-workflows.md#license-requirements).
+The lifecycle workflows preview requires Azure Active Directory (Azure AD) Premium P2. For more information, see [License requirements](what-are-lifecycle-workflows.md#license-requirements).
+
+## Before you begin
+
+As part of the prerequisites for completing this tutorial, you need an account that has group and Teams memberships and that can be deleted during the tutorial. For more comprehensive instructions on how to complete these prerequisite steps, see [Prepare user accounts for lifecycle workflows](tutorial-prepare-azure-ad-user-accounts.md).
+
+The leaver scenario can be broken down into the following steps:
+
+1. Prerequisite: Create a user account that represents an employee leaving your organization.
+1. Prerequisite: Prepare the user account with group and Teams memberships.
+1. Create the lifecycle management workflow.
+1. Run the workflow on demand.
+1. Verify that the workflow was successfully executed.
+
+## Create a workflow by using the leaver template
+
+Use the following steps to create a leaver on-demand workflow that will execute a real-time employee termination by using lifecycle workflows in the Azure portal:
+
+1. Sign in to Azure portal.
+2. On the right, select **Azure Active Directory**.
+3. Select **Identity Governance**.
+4. Select **Lifecycle workflows (Preview)**.
+5. On the **Overview** tab, select **New workflow**.
+
+    :::image type="content" source="media/tutorial-lifecycle-workflows/new-workflow.png" alt-text="Screenshot of the Overview tab and the button for selecting a new workflow." lightbox="media/tutorial-lifecycle-workflows/new-workflow.png":::
+
+6. From the collection of templates, choose **Select** under **Real-time employee termination**.
+
+    :::image type="content" source="media/tutorial-lifecycle-workflows/select-template.png" alt-text="Screenshot of selecting a workflow template for real-time employee termination." lightbox="media/tutorial-lifecycle-workflows/select-template.png":::
 
+7. Configure the basic information about the workflow, and then select **Next: Review tasks**.
 
-##  Before you begin
+    :::image type="content" source="media/tutorial-lifecycle-workflows/real-time-leaver.png" alt-text="Screenshot of the tab for basic workflow information." lightbox="media/tutorial-lifecycle-workflows/real-time-leaver.png":::
 
-As part of the prerequisites for completing this tutorial, you need an account that has group and Teams memberships and that can be deleted during the tutorial. For more comprehensive instructions on how to complete these prerequisite steps, you may refer to  the [Preparing user accounts for Lifecycle workflows tutorial](tutorial-prepare-azure-ad-user-accounts.md).
+8. Inspect the tasks if you want, but no additional configuration is needed. Select **Next: Select users** when you're finished.
 
-The leaver scenario can be broken down into the following:
--	**Prerequisite:** Create a user account that represents an employee leaving your organization
--	**Prerequisite:** Prepare the user account with groups and Teams memberships
--	Create the lifecycle management workflow
--	Run the workflow on-demand
--	Verify that the workflow was successfully executed
+    :::image type="content" source="media/tutorial-lifecycle-workflows/real-time-tasks.png" alt-text="Screenshot of the tab for reviewing template tasks." lightbox="media/tutorial-lifecycle-workflows/real-time-tasks.png":::
 
-## Create a workflow using leaver template
-Use the following steps to create a leaver on-demand workflow that will execute a real-time employee termination with Lifecycle workflows using the Azure portal.
+9. Choose the **Select users to run now** option. It allows you to select users for which the workflow will be executed immediately after creation. Regardless of the selection, you can run the workflow on demand later at any time, as needed.
 
- 1.  Sign in to Azure portal
- 2.  On the right, select **Azure Active Directory**.
- 3.  Select **Identity Governance**.
- 4.  Select **Lifecycle workflows (Preview)**.
- 5.  On the **Overview (Preview)** page, select **New workflow**. 
-    :::image type="content" source="media/tutorial-lifecycle-workflows/new-workflow.png" alt-text="Screenshot of selecting new workflow." lightbox="media/tutorial-lifecycle-workflows/new-workflow.png":::
+    :::image type="content" source="media/tutorial-lifecycle-workflows/real-time-users.png" alt-text="Screenshot of the option for selecting users." lightbox="media/tutorial-lifecycle-workflows/real-time-users.png":::
 
- 6. From the templates, select **Select** under **Real-time employee termination**.
-   :::image type="content" source="media/tutorial-lifecycle-workflows/select-template.png" alt-text="Screenshot of selecting template leaver workflow." lightbox="media/tutorial-lifecycle-workflows/select-template.png":::
+10. Next, select on **+ Add users** to designate the users to be executed on this workflow.
 
- 7. Next, you configure the basic information about the workflow. Select **Next:Review tasks** when you're done with this step. 
-   :::image type="content" source="media/tutorial-lifecycle-workflows/real-time-leaver.png" alt-text="Screenshot of review template tasks." lightbox="media/tutorial-lifecycle-workflows/real-time-leaver.png":::
+    :::image type="content" source="media/tutorial-lifecycle-workflows/real-time-add-users.png" alt-text="Screenshot of the button for adding users." lightbox="media/tutorial-lifecycle-workflows/real-time-add-users.png":::
 
- 8. On the following page, you may inspect the tasks if desired but no additional configuration is needed. Select **Next: Select users** when you're finished.
-   :::image type="content" source="media/tutorial-lifecycle-workflows/real-time-tasks.png" alt-text="Screenshot of template tasks." lightbox="media/tutorial-lifecycle-workflows/real-time-tasks.png":::
+11. A panel with the list of available users appears on the right side of the window. Choose **Select** when you're done with your selection.
 
- 9. For the user selection, select **Select users**. This allows you to select users for which the workflow will be executed immediately after creation. Regardless of the selection, you can run the workflow on-demand later at any time as needed.
-   :::image type="content" source="media/tutorial-lifecycle-workflows/real-time-users.png" alt-text="Select real time leaver template users." lightbox="media/tutorial-lifecycle-workflows/real-time-users.png":::
- 
- 10. Next, select on **+Add users** to designate the users to be executed on this workflow.
-   :::image type="content" source="media/tutorial-lifecycle-workflows/real-time-add-users.png" alt-text="Screenshot of real time leaver add users." lightbox="media/tutorial-lifecycle-workflows/real-time-add-users.png":::
- 
- 11. A panel with the list of available users pops up on the right side of the screen. Select **Select** when you're done with your selection.
-   :::image type="content" source="media/tutorial-lifecycle-workflows/real-time-user-list.png" alt-text="Screenshot of real time leaver template selected users." lightbox="media/tutorial-lifecycle-workflows/real-time-user-list.png":::
+    :::image type="content" source="media/tutorial-lifecycle-workflows/real-time-user-list.png" alt-text="Screenshot of a list of available users." lightbox="media/tutorial-lifecycle-workflows/real-time-user-list.png":::
 
- 12. Select **Next: Review and create** when you're satisfied with your selection.
-   :::image type="content" source="media/tutorial-lifecycle-workflows/real-time-review-users.png" alt-text="Screenshot of reviewing template users." lightbox="media/tutorial-lifecycle-workflows/real-time-review-users.png":::
+12. Select **Next: Review and create** when you're satisfied with your selection of users.
 
- 13. On the review blade, verify the information is correct and select **Create**.
-   :::image type="content" source="media/tutorial-lifecycle-workflows/real-time-create.png" alt-text="Screenshot of creating real time leaver workflow." lightbox="media/tutorial-lifecycle-workflows/real-time-create.png":::
+    :::image type="content" source="media/tutorial-lifecycle-workflows/real-time-review-users.png" alt-text="Screenshot of added users." lightbox="media/tutorial-lifecycle-workflows/real-time-review-users.png":::
+
+13. Verify that the information is correct, and then select **Create**.
+
+    :::image type="content" source="media/tutorial-lifecycle-workflows/real-time-create.png" alt-text="Screenshot of the tab for reviewing workflow choices, along with the button for creating the workflow." lightbox="media/tutorial-lifecycle-workflows/real-time-create.png":::
+
+## Run the workflow
 
-## Run the workflow 
 Now that the workflow is created, it will automatically run the workflow every 3 hours. Lifecycle workflows check every 3 hours for users in the associated execution condition and execute the configured tasks for those users.  However, for the tutorial, we would like to run it immediately. To run a workflow immediately, we can use the on-demand feature.
 
 >[!NOTE]
->Be aware that you currently cannot run a workflow on-demand if it is set to disabled.  You need to set the workflow to enabled to use the on-demand feature.
+>Be aware that you currently can't run a workflow on demand if it's set to disabled. You need to set the workflow to enabled to use the on-demand feature.
 
-To run a workflow on-demand, for users using the Azure portal, do the following steps:
+To run a workflow on demand, for users using the Azure portal, do the following steps:
+
+1. On the workflow screen, select the specific workflow you want to run.
+2. Select **Run on demand**.
+3. On the **select users** tab, select **add users**.
+4. Add a user.
+5. Select **Run workflow**.
 
- 1. On the workflow screen, select the specific workflow you want to run.
- 2. Select **Run on demand**.
- 3. On the **select users** tab, select **add users**.
- 4. Add a user.
- 5. Select **Run workflow**.
- 
 ## Check tasks and workflow status
 
-At any time, you may monitor the status of the workflows and the tasks. As a reminder, there are three different data pivots, users runs, and tasks that are currently available in public preview. You may learn more in the how-to guide [Check the status of a workflow (preview)](check-status-workflow.md). In the course of this tutorial, we look at the status using the user focused reports.
+At any time, you can monitor the status of the workflows and the tasks. As a reminder, there are three different data pivots, users runs, and tasks that are currently available in public preview. You can learn more in the how-to guide [Check the status of a workflow (preview)](check-status-workflow.md). In the course of this tutorial, we look at the status using the user focused reports.
+
+1. To begin, select the **Workflow history (Preview)** tab to view the user summary and associated workflow tasks and statuses.  
 
- 1. To begin, select the **Workflow history (Preview)** tab to view the user summary and associated workflow tasks and statuses.  
- :::image type="content" source="media/tutorial-lifecycle-workflows/workflow-history-real-time.png" alt-text="Screenshot of real time history overview." lightbox="media/tutorial-lifecycle-workflows/workflow-history-real-time.png":::
+   :::image type="content" source="media/tutorial-lifecycle-workflows/workflow-history-real-time.png" alt-text="Screenshot of real time history overview." lightbox="media/tutorial-lifecycle-workflows/workflow-history-real-time.png":::
 
-1. Once the **Workflow history (Preview)** tab has been selected, you land on the workflow history page as shown.
- :::image type="content" source="media/tutorial-lifecycle-workflows/user-summary-real-time.png" alt-text="Screenshot of real time workflow history." lightbox="media/tutorial-lifecycle-workflows/user-summary-real-time.png":::
+1. After the **Workflow history (Preview)** tab has been selected, you land on the workflow history page as shown.
 
-1. Next, you may select **Total tasks** for the user Jane Smith to view the total number of tasks created and their statuses. In this example, there are three total tasks assigned to the user Jane Smith.  
- :::image type="content" source="media/tutorial-lifecycle-workflows/total-tasks-real-time.png" alt-text="Screenshot of total tasks for real time workflow." lightbox="media/tutorial-lifecycle-workflows/total-tasks-real-time.png":::
+   :::image type="content" source="media/tutorial-lifecycle-workflows/user-summary-real-time.png" alt-text="Screenshot of real time workflow history." lightbox="media/tutorial-lifecycle-workflows/user-summary-real-time.png":::
 
-1. To add an extra layer of granularity, you may select **Failed tasks** for the user Wade Warren to view the total number of failed tasks assigned to the user Wade Warren.
- :::image type="content" source="media/tutorial-lifecycle-workflows/failed-tasks-real-time.png" alt-text="Screenshot of failed tasks for real time workflow." lightbox="media/tutorial-lifecycle-workflows/failed-tasks-real-time.png":::
+1. You can select **Total tasks** for the user Jane Smith to view the total number of tasks created and their statuses. In this example, there are three total tasks assigned to the user Jane Smith.  
 
-1. Similarly, you may select **Unprocessed tasks** for the user Wade Warren to view the total number of unprocessed or canceled tasks assigned to the user Wade Warren.
- :::image type="content" source="media/tutorial-lifecycle-workflows/canceled-tasks-real-time.png" alt-text="Screenshot of unprocessed tasks for real time workflow." lightbox="media/tutorial-lifecycle-workflows/canceled-tasks-real-time.png":::
+   :::image type="content" source="media/tutorial-lifecycle-workflows/total-tasks-real-time.png" alt-text="Screenshot of total tasks for real time workflow." lightbox="media/tutorial-lifecycle-workflows/total-tasks-real-time.png":::
+
+1. To add an extra layer of granularity, you can select **Failed tasks** for the user Wade Warren to view the total number of failed tasks assigned to the user Wade Warren.
+
+   :::image type="content" source="media/tutorial-lifecycle-workflows/failed-tasks-real-time.png" alt-text="Screenshot of failed tasks for real time workflow." lightbox="media/tutorial-lifecycle-workflows/failed-tasks-real-time.png":::
+
+1. You can select **Unprocessed tasks** for the user Wade Warren to view the total number of unprocessed or canceled tasks assigned to the user Wade Warren.
+
+  :::image type="content" source="media/tutorial-lifecycle-workflows/canceled-tasks-real-time.png" alt-text="Screenshot of unprocessed tasks for real time workflow." lightbox="media/tutorial-lifecycle-workflows/canceled-tasks-real-time.png":::
 
 ## Next steps
-- [Preparing user accounts for Lifecycle workflows (preview)](tutorial-prepare-azure-ad-user-accounts.md)
-- [Complete employee offboarding tasks in real-time on their last day of work using Lifecycle Workflows APIs](/graph/tutorial-lifecycle-workflows-offboard-custom-workflow)
+
+- [Prepare user accounts for lifecycle workflows (preview)](tutorial-prepare-azure-ad-user-accounts.md)
+- [Complete employee departure tasks in real time on their last day of work using lifecycle workflow APIs](/graph/tutorial-lifecycle-workflows-offboard-custom-workflow)