Lab - Workflows

You are creating a workflow for new functional capacity evaluation cases. When a new case is created you want the workflow to alert the manager of the case's office that she needs to assign the case within one day. When this has been done, you want to direct the assigned case worker to schedule an assessment appointment within two days. She should be reminded to do so one day later if necessary.

After doing the quiz you have completed this module and can create a simple workflow. You could extend your understanding by reading more about workflows and making this one more powerful and complex. The next module covers reports.

Next: Quick quiz