Workflows are used to allow the systematic processing of standard tasks.

Examples of Workflows are;

• Overdue / Collections
• New Account Application checklist

The Workflow is structured with Item Groups and Items within those groups.

• The processing will flow through each group, actioning the items within that group.
• You can only action items within the current group.
• At the end of each group you are able to confirm the group is finished and select an outcome to branch to another workflow group depending on that outcome.

The strength of the workflows is the graphical display (summary pages), that show a neat list of items and hyperlinks to allow the action to be performed. For completed items you are shown the outcome and completed user / date details. You are able to expand completed groups to see the items and outcomes of that group.