Workflows; Client Workflows

Client Workflows are now available.

The Clients form now has a Workflows page.

The following types of Workflow Item have been implemented for Clients:

• Allocate to User (manual and automatic)
• Bank Account Enquiry
• Bank Account Enquiry Review
• Cancel Workflow
• Check List Item
• Close Workflow
• Create Log (manual and automatic)
• Credit Enquiry
• Decision Card
• Outgoing Communication
• PPSR Search
• Question
• Review
• Send Document
• Non-Email/ SMS, e.g., Word VBA (manual and automatic)
• Email (manual and automatic)
• NOTE: Unlike Account Workflows, there is no concept of selecting Clients to receive the Email
• SMS (manual and automatic)
• NOTE: Unlike Account Workflows, there is no concept of selecting Clients to receive the Email
• Wait

The following changes have been made to the Task Manager:

• Task Manager Folders can now filter based upon Workflow Target, e.g., to show only Client Workflows
• When filtered for a single Workflow Target, a more targeted grid (e.g., Client focused) will be displayed and this can be customised accordingly.
• System folders have been added for each Workflow Target under the Workflows/All folder (e.g., Workflows/All/Clients)

The following reports have been updated:

• All Workflow reports
• Now allow 'Targets' to be specified, e.g., to restrict to only Account Workflows
• Can specify a range of Clients
• A new 'ClientId' column is available to export
• Workflow List report
• New option on General page to include Client columns
• Workflow Details report
• Will display Client Id and Name for Client Workflows

The following Scripts have been updated:

• Workflow Summary (SummaryPage_Workflow_WorkflowSummary), Version: 1.25 (27/02/2014)
• A basic Client Summary block is now included in the place of the Account Summary for Client Workflows
• Client Key Details (SummaryPage2_Client_KeyDetails), Version: 2.03 (30/05/2014)