In the workflow monitor you
have the option to multiple functions such as viewing or adding notes, taking
actions or opening the Workflow Status update Form.
E- Launches the Workflow Status Update Form.
A - Allows you to directly choose an Action to
move the workflow. If the Action DOES
NOT contain a … it will take the action and the workflow will move without
opening the Workflow Status Form. If the Action contains a … it will open the
Workflow Status for you to complete the tasks set at this step.
You can also do a variety of
file tasks from the Workflow Monitor. You will see a list of possible file
tasks under File Actions.
Notebook - Opens a window to directly view files notes
from the Workflow Monitor. You can group by Entity Type (Claimant, Client,
Provider) or by Note Class. When grouped by Entity you also have the option to
Add a Note from this window. You can add a note to the Claimant’s profile, the
Primary Client’s profile, the Case or Service and the Provider’s Profile.
Hyper Links - There are also a variety of fields that contain
hyperlinks in the Workflow Monitor.
These will open the profiles to which they are linked. Some examples of fields that are hyperlink
are: File Number, Client and Provider.
The Provider and Client
Column will then further allow you to select if you would like to go to the
profile, or a list of services.
Workflow - Status Update Form
Workflow Status Update Form Defined The Workflow Status Update form is used by the user to create transitions, moving a case or service through the various steps in a workflow. A transition will usually (but does not have to) result in moving the ...
W5 Case Management - Cumulative Change Log
Most recent releases are listed first. 220.127.116.11 See the New Features, Improvements and Bug Fixes here: Changes included in W5 Case version 18.104.22.168 22.214.171.124 See the New Features, Improvements and Bug Fixes here: Changes included in W5 Case ...
Changes Included in W5 Case Version 126.96.36.199
What's New New Case - you can now add Services immediately after adding the Case This is configured by adding an "Add Services" item to the Case Configuration (Admin tab > System Control > Configuration > Case Configuration) New Service - you can ...
Changes included in W5 Case version 188.8.131.52
What's New Workflow Monitor Compact Layout The new option in Workflow Monitor, when turned on, will decrease the size of many of the columns to show as many columns as possible at the expense of sometimes not showing the full heading text. Click ...
Changes Included in W5 Case Version 184.108.40.206
What's New!! Document Enhancements Case Documents – Accessing, Opening, Editing and SavingQuicker and easier access to edit, download, and save documents from the Documents list using the new Action button. Document Library A New button is now ...