Workflow Types, Items, Outcomes
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The Outcome page allows you to enter a list of Outcomes and the action to occur if that outcome is taken.

Workflow Item, Outcome

Specify possible Outcomes and their actions

ColumnDescription
Drill Down Button
Click to open the add new Outcome form.
OutcomeThe short description of the Outcome, Eg. Yes or No or the list of options for a Question, Eg. Phone Bill, Power Bill etc. The Outcome displays on the Workflow when the Item is completed.
NB: - If you want two or more actions to occur from the selection of the Outcome, add both with the same Outcome code.
DescriptionA longer more detailed description of the Outome.
SuccessIf a 'Success' outcome is selected then the updates (Eg. the flag and Monitor Categories) defined on the Other Updates page are performed.
If no Icon defined, the Icon displayed graphically will be based the success or not of the Item. Positive outcomes would get a green tick, unsuccessful outcomes get a red cross.
Action

Add Item Group

  • Value = Specify Group to be Added
  • Specified Group will be inserted after the current group

Add Item Groups Items

  • Value = Specify Group to have its items added
  • Items from the specified group are inserted immediately after the current item
  • NB: This Option is not available for Group outcomes.

Allocate to Supervisor

  • Workflow will be allocated to the current users supervisor
  • If current user has no supervisor then the Item will be set to n/a
  • The recall date will always be set to immediate recall so that the supervisor is alerted to the allocation

Allocate to User

  • Value = Specified New User
  • The recall date will always be set to immediate recall so that the new user is alerted to the allocation

Cancel and Start New Workflow

  • Value = Specify New Workflow Code to be started
  • Set the status of this workflow to Cancelled and initiates a new workflow

Cancel Workflow

  • Sets the status of the workflow to Cancelled

Close and Start New Workflow

  • Value = Specify New Workflow Code to be started
  • Sets the status of the workflow to Close and initiates a new workflow

Complete group with Outcome

  • Will complete the current Workflow Item, skip all remaining Workflow Items in the current Item Group and then action the Item Group with the specified Outcome.

None

  • No specific action, workflow will just continue to the next item in the group
  • Used mainly to allow a Success/Fail graphic to be shown

Repeat Item Group

  • Inserts the same Item group again immediately after the current group
  • Any unprocessed items in the current group will be set as skipped
  • Current position will be at the start of the repeated group

Set Recall Date

  • Value = Date Cycle. Eg. Immediate, 1 Day, 2 Days...

Skip to Item Group

  • Inserts the specified Group after the current Group
  • Any unprocessed items in the current group will be set as skipped
  • Current Group Outcome is set to Skipped
  • Focus current position will be at the start of that new group

Start Workflow

  • Initiates a new workflow while continuing to run the current one.
ValueWill allow entry of a value based upon Action specified.

Button Strip

Grid Row Insert
Insert a row before the currently selected row
Row Delete Button
Delete selected row
Grid Row Up Button
Move the current row up (Ctrl+Up)
Grid Row Down Button
Move the current row up (Ctrl+Down)
PreviewPane
To show/hide the preview pane window
Save Default Button
Save defaults for this grid