Workflow Scheduler

Listing/Directory

The listing / directory shows all workflow rules in the system and includes the status, description, and rule type for each workflow rule.

Use the search options to find a workflow rule. By default the search includes only active rules unless you select the Include Inactive Rules? check box.

1. Go to Agency Setup > Workflow Scheduler Setup > Workflow Scheduler Setup > Workflow Scheduler Setup.
2. In the Select a Rule Type box, click the arrow and select a rule type (client, family case, referral, and so on).
3. Select a search option or options and enter a value to search for. An example would be entering 'Care Day' for the Program option.
   • Grouping - Search by a rule grouping.
   • Program - Search by programs defined as qualifiers within a rule or by the program responsible for tasks within a rule.
   • Event - Search by events defined as triggers or as tasks to be scheduled. 
   • Rule Description - Search by the text within the rule description. The search results list rules with descriptions that contain the same text.
4. Specify a search value in one of two ways:
   • Enter a value in the box for the search option, OR
   • Click the magnifier icon and search for and select a value, then click Search.  
     For example, entering 'c' in the Program box returns a list of programs beginning with 'c': 
     
     While clicking the magnifier icon in the Program box displays a search dialog:
     
5. In the search results, select an item. 
6. Click the Include Inactive Rules check box to include inactive workflow rules in the search results, or clear this check box to limit the search to active workflow rules. 
7. Click Search.
   A list of rules matching the search criteria displays in the grid. 
8. To sort the rules by column, position the mouse pointer over the column header and click the up or down arrow.
9. Select one of these actions.
   • Click Edit to open the Rule Designer and edit the rule.
   • Click Copy to copy the rule.
   • Click Delete to remove the rule from the system.

Grouping/Header

Workflow rules are organized by groupings or headers. When you create a workflow rule a grouping or header is required.

Important: Deleting a workflow grouping or header will delete all of its associated rules.

1. In the toolbar click Create New Grouping/Header.
2. On the Workflows Grouping/Header form enter a description.
3. Click Save.

Rule Designer

The rule designer is where you create, edit, and copy workflow rules. Within the rule designer, you can: 

• Associate a grouping or header to the workflow rule, add a description, and activate the rule.
• Add qualifiers, which define the people or groups the rule applies to.
• Add triggers, which are events that cause other events to be scheduled.
• Add tasks, which are the actual events to be scheduled.
• Add a schedule, which is a time frame used to schedule tasks.