Workflows

To action a Workflow, do either of the following:

• Action the Items via the Summary page buttons - shown below the Workflow grid.

or

• Click on the drilldown '' on the Workflow line; the system will take you to the relevant page for the next steps.

Additionally, a Workflow can be Allocated to another user, add a coloured Flag etc. View the 'Button Strip' for all the options available.

To add or remove columns, click on the header row and right mouse click to view a sub-menu including 'Column Chooser'. Tick the checkboxes of the columns that are required.

Column	Description
	Click to open the Workflow.
Account Balance	.
Account Contractual Overdue	.
Account Contractual Overdue Days	.
Account Overdue	.
Account Overdue Days	.
Account Status	.
Account Type	Displays the Code of the Account Type.
Category	Displays the Workflows category.
Created
Created (including Time
Description	Displays the Workflows description.
Drilldown Target	.
Filtered Out	.
Status Icon	Displays the status of the Workflow. Eg. shows when the Workflow is on a wait.
Flag Colour Icon	If the Workflow has had a flag set, the flag will display.
Drilldown Target	Click to drilldown to the Account linked to the Workflow.
Name	The name of the Account.
Balance	The current balance of the Account.
Overdue	The current overdue on the Account.
O/D	The number of days overdue the Account is (if applicable).

Button Strip

Icon	Description
	Select to Refresh Workflows
	Select all rows
	Select no rows
	Select all rows above including the current row
	Select all rows below including the current row
	Select the Flag to allocate or clear the Flag set on the Workflow.
	To Set the Recall Date. Select a specific date, alternatively select Other to specify a Date. Select Clear to clear the defined recall date,
	To Perform one or more Actions for one or more workflow(s).
	To Add a Log to the selected Workflow(s).
	To log an Incoming Communication for the selected Workflow.
	To log an Outgoing Communication for the selected Workflow(s).
	To Send a Document for the selected Workflow(s). The list of Documents presented can be modified via a script event on the Workflow Type.
	To Send an Email for the selected Workflow(s).
	To Send an SMS for the selected Workflow(s).
	If you are defined as a Workflow Manager, you can allocate the selected Workflow(s) to another User.
	Select to hold the selected Workflow.
	Select to Unhold the selected Workflow.
	To Close the selected Workflow.
	To add a new Workflow to the Selected Client/Account/Application
	Select to make a Payment Arrangement for the Account linked to selected Workflow.
	Select to update the Monitor Category A, B &/or C for the Account linked to the Workflow.
	Save grid layout and options as defaults for this grid

Preview Pane

The Preview Pane displays a HTML view of information and log detail based upon a script.