Case Management Supervisor – Key Dates & Workflows

Recommended for Case Management Supervisors and System Supervisors

Delivered online via video conference

Duration is 1 hour

About this course

Key Dates

  • What Are Key Dates?
  • Creating Key Date Types
  • Editing Key Date Types
  • Archiving Key Date Types

Workflows & Workflow Sections

  • What Are Workflows?
  • Fields On The Add Workflow Page
  • Fields On The Add Task Page
  • Task Actions
  • Creating & Editing Workflows
  • Creating & Editing Tasks
  • Including Actions In Tasks
  • Including Tasks In Workflows
  • Linking Default Workflows
  • Workflow Sections
  • Creating & Using Workflow Sections