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Add Workflow Review Entries

  • Updated:

Learn how to add departments or individuals. This makes them available for workflow review. Find this setting in the status tab of all modules. These configuration steps are available to container administrators.

 

 

Instructions

  1. Sign in to your site, navigate to Admin Tools, and select Database Management
    Side navigation menu is shown. Admin Tools and Database Management menu items are highlighted.
  2. Select Utility Modules
    System Administration - Database Customization page is shown. A grid of various modules is displayed, and the Utility Modules button is highlighted.
  3. Click Departments in the right menu
    Fee Amounts page is shown. It displays sections for managing fees, including a current fees section with fee details. A vertical menu of blue buttons is present, and the Departments button is highlighted.
    Note: "Department" is the name used for any single entity. This entity requires a separate workflow review selection.

  4. Scroll down to the Add New Entries To List section. Then, enter the name of the new review stop (department) in a blank field
    Add New Entries To List section is shown. It contains rows of blank input fields for new entries. The second input field in the first row is highlighted.
    • Example: To create a review entry for a plan reviewer (like "Bill"), staff need to select them. This lets the reviewer manage plan reviews for a specific record. For example, text like "Plan Reviewer - Bill" would be entered.

  5. Click Save List
    The Save List button is highlighted.
  6. Steps 4 to 5 can be repeated to add more entries. Up to 3 entries can be added at one time, as needed
  7. Navigate to Users Within Departments in the right menu
    A list of entries with dropdowns is shown. A vertical menu of blue buttons is present, and the Users Within Departments button is highlighted.

  8. Select the department you just created from the drop-down
    Assign users to various departments page is shown. A Select Department dropdown menu is open, and Plan Reviewer - Bill is highlighted within the list.

  9. In the Assign Users box, select one or more users by clicking the checkbox to the left of their name
    Select Department field shows Plan Reviewer - Bill. Below this, an Assign Users section displays a list of users. The checkboxes next to the user names are highlighted.

  10. Click Assign Users to Department to save the changes
    Assign Users To Department button is highlighted.

  11. The new department(s) and associated users are now ready for use in any module’s status tab

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