Who is this guide for?

Case Workers

Workflows depend on being setup for the Work type of the selected matter. A workflow is made up of tasks to complete a case from start to finish, within each task can be a variety of automated actions, for example, the running of document templates, diarising key dates, and filling in questionnaires.

Within the Case Management menu select Workflows

Using the App
Using the Browser

If a workflow hasn’t been loaded automatically, select Load Workflow

There may be more than one workflow available.

The workflow may be previewed before it’s loaded

Using the App
Using the browser

Once correct workflow has been found click Load to add the workflow to the matter

Returning to the previous screen you will see the full list of tasks of the selected workflow.

Each Task will have icons on the right hand side, the first icon is show/hide, it displays the actions within the task that will be run, they may be unticked should the actions not be needed. The next icon will run the workflow task. You may also see a delete icon which will remove the task from the matter.

Using the App
Using the Browser

When the task is run you can step through the actions by clicking Next

Using the App
Using the Browser

When the last action has been run click End Task & Return

Using the App
Using the Browser

Returning to the previous screen you will see the task is now green and stamped with the date it was run.

Using the App
Using the Browser

A run task may be undone by clicking the undo icon.

Items created and information saved when the task is run will not be removed.

You may remove workflows entirely if none of the tasks have been run.

Click Remove All, tick the workflow(s) to be removed and click Remove Selected

Click OK to confirm