Osprey Academy - Customer Support & Training

Workflows

Over 50 templated, configurable workflows that help you save time and money

Designed to be used as its own “matter”. Allows file reviews to be undertaken and reported on all within osprey. Key dates record when Corrective action is due by, and the suite of reports allows for the COLP to monitor compliance. Reports can be run by department allowing department supervisors to manage their departments review compliance.

Task 1 File Review

Add A Dossier Date

Set FR_DATE_REVIEW to todays date

Allocate a Custom Questionnaire

File Review Details

Allocate a Custom Questionnaire

File Review Questionnaire Compliance Review

Allocate a Custom Questionnaire

File Review Questionnaire Legal Review

Allocate a Custom Questionnaire

File Review Questionnaire File Management Review

Allocate a Custom Questionnaire

File Review Outcome

Set Dossier Field

Set FR_STATUS – File review status to “Pending” if corrective action is required or further review is required

Add an automatic keydate to matter

FR_CORR – Has corrective action been carried out? +7 days
Criteria: If “Any corrective action required” is yes

Add an automatic keydate to matter

FR_F_REV – Has further review of file been carried out? +7 days
Criteria: If “Further review required” is yes

Set Dossier Field

Set FR_CORR_ACT_COM – “Corrective action complete” to “No” if any corrective action required is yes

Set Dossier Field

Set FR_FUR_REV_COM – “Further review complete” to No if further review required is yes

Set Dossier Field

Set FR_STATUS – “Status of file review” to “Completed” if corrective action required is no and further review required is no

Send Standard Document

File Review Note

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Display a message to the user

This file review is now complete. Please archive this file review matter
Criteria: If FR_STATUS – File Review Status is “Completed”

Task 2 Corrective Action

Send Standard Document

File Review Note

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Meet unmet keydates by type

Has further review of file been carried out

Allocate a Custom Questionnaire

Corrective Action

Set Dossier Field

Set FR_FUR_REV_COM – Further review complete to “No” if further review required is yes

Add an automatic keydate to matter

FR_CORR – Has corrective action been carried out? +3 days
Criteria: If “Corrective action complete” is not yes and “Any corrective action required” is yes

Add an automatic keydate to matter

FR_F_REV – Has further review of file been carried out? +3 days
Criteria: If “Further review required” is yes and “Further review complete” is not yes

Tick Task

Criteria: If “Corrective action complete” is yes

Set Dossier Field

Set FR_STATUS – Status of file review to “Completed” if corrective action required is yes and further review required is no

Set Dossier Field

Set FR_FUR_REV – Further review action to “No” if status of file review is completed

Send Standard Document

Corrective Action File Note

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Display a message to the user

This file review is now complete. Please archive this file review matter
Criteria: If Status of file review is completed

Task 3 Further File Review

Meet unmet keydates by type

FR_CORR – Has corrective action been carried out

Meet unmet keydates by type

FR_F_REV – Further review action

Display a Matter View

File review outcome review
Shows answers for “Any corrective action required” and “Details of corrective action required”

Allocate a Custom Questionnaire

File Review Questionnaire Compliance Review

Allocate a Custom Questionnaire

File Review Questionnaire Legal Review

Allocate a Custom Questionnaire

File Review Questionnaire File Management Review

Allocate a Custom Questionnaire

Further Review

Set Dossier Field

Set FR_CORR_ACT_COM to “No” if FR_ FR_CORR_ACT Any corrective action required is Yes

Add an automatic keydate to matter

FR_F_REV – Has further review of file been carried out? + 3 Days
When FR_FUR_REV: Further Review Required is Yes AND FR_FUR_REV_COM Further Review Complete is not Yes

Add an automatic keydate to matter

FR_CORR – Has corrective action been carried out? + 3 Days
When FR_CORR_ACT_COM Corrective Action Complete is not Yes AND FR_CORR_ACT Any corrective action required is Yes

Tick Task

When FR_FUR_REV_COM is Yes

Set Dossier Field

FR_STATUS = “Completed”
When FR_CORR_ACT Any corrective action required is not Yes and FR_FUR_REV_COM Further Review Complete is Yes

Set Dossier Field

FR_FUR_REV: Further Review Required = “No”
When FR_STATUS is Completed

Send Standard Document

Further File Review Note

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Display a message to the user

“This file review is now complete. Please archive this file review matter”
When FR_STATUS is Completed

Document pack for this workflow

Corrective Action File Note

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File Review Note

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Further File Review Note

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