Create a workflow

As the video shows, you create and view workflow templates at the Workflow Designer.

Access this by selecting Tools > Workflow Designer from the main menu.

The screen is divided into areas:

1. On the left there is a grid listing the workflows in your system.

On the right is the workflow designer. It has three tabs:

2. Template Details: summary details of the selected workflow are displayed, including notes and whether it is active.
3. Workflow Steps: the structured sequence of workflow steps is defined and displayed. This is shown here.

These have a duration and are allocated to a user or holders of certain system roles. They may have a reminder.

4. Triggers: definition of the system conditions that trigger the workflow.

A number of system conditions can be identified and these can be restricted to certain categories, offices, etc.

Once a workflow template is triggered for a case, the workflow-generated tasks for the case are displayed at its Tasks tab.

Tasks with reminders will appear at a user's Reminders window when appropriate.

The user can see all their tasks over multiple cases at the list of Tasks, where they can be monitored in a number of ways. You have already learned about this at Task Management and Quality Management.

Note that before creating a workflow you may need to add new members to the Task Title List so that you have the specific titles you need for your workflow steps. Lab - Admin will demonstrate how to create a new task title when you get to the Administration module.