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Setup and Manage Workflows

July 26, 2016 by Tech Support

  1. Home
  2. Alerts and Workflows

In this article:

  • Create a Tracking Type
  • Add Categories
  • Add Fields (or Add Due Dates)
  • Re-order Categories
  • Re-arrange Workflow Steps

This article explains how to set up workflows, which help you follow through a pre-defined set of activities and due dates. When due dates fail to be met, the system places the activity in a pre-defined custom alert.

The workflows become the guiding ingredient in following through such administrative tasks as medical assessments and ordering and delivery of assistive devices.

Before you begin, plan out your workflow. Sketch it out on paper, and then review and apply any necessary revisions.

To perform the following procedures, open the Tracking Manager (File > Tracking Manager).

Create a Tracking Type

  1. Click [New Tracking Type] on the toolbar.
  2. Enter a descriptive name in the Tracking Type field.
  3. Select a Case Type using the drop-down list (for example, MVA).
  4. Click [Save Tracking Type] on the toolbar.

Add Categories

  1. From the Categories tab, click [Add Tracking Category] on the toolbar.
  2. Enter a descriptive category name (for example, Attendant Care, FAE) in the Description field.
    Tip: To apply this tracking category to a particular case type, select a case type from the Link To drop-down list.
  3. Click Save & Close.

Add Fields (or Add Due Dates)

  1. From the Fields tab, click [Add Tracking Field] on the toolbar.
  2. Enter a descriptive field name (for example, Sent, Approved, or Booked) in the Description field.
  3. Select a cell colour, link to document status, and set a reminder.
  4. Click Save & Close.

Re-order Categories

From the Categories tab, select a category from the list, and then click [Up] and [Down] on the toolbar to change its location in the list.

Re-arrange Workflow Steps

Note: When you rearrange steps, the ongoing workflows continue on their pre-defined course.
On the Fields tab, select a Field from the list, and then click [Up] and [Down] on the toolbar to change its location in the list.

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