Once a workflow import has been completed, there are a number of checks required to ensure all data will be imported correctly.

To ensure the import has been successful, please check against the source workflow (within Focused Workflows site).

The easiest way to do this is to run the following reports from the Focused Workflow sites in the Reports (New) area:

Workflows with Criteria

View / Extension / Questionnaire Linked Fields

Dossier Pages And Fields By Worktype

Worktype and workflows

First check is ensuring all workflow entries are created on the correct worktype(s).
Some workflows will consist of multiple workflows.
(For example, Conveyancing Sale will consist of an InfoTrack and a Searchflow variant).

Check the workflow for errors.

These include Actions missing information, missing questionnaires, incorrect questionnaire ordering, questionnaires from another work type.

This will assist with identifying the next steps, please note which action, task and workflow this is affecting.

Example: Client Care Letter missing from File Opening Task, Conveyancing Sale Workflow on Worktype FWRCSI

Check that all tasks are present within the workflow.

Compare the order and number of tasks against the FW site.

Check number of questionnaires have imported.

Compare the total number of questionnaires for the worktype against the total number within the FW site.
If a content only imports, this will need to be checked manually.

Spot check questionnaires.

Enter the preview of a few user views/questionnaires and ensure all appears as within the FW Site,

Check numbers of document imported.

Compare the total number of documents for the worktype against the total number within the FW site.
If a content only imports, this will need to be checked manually.

Spot check a number of documents.

Preview 3-5 documents within supervisor to ensure no missing mergefield errors.

Check number of dossier fields imported

Compare the total number of dossier fields for the worktype against the total number within the FW site.
If a content only imports, this will need to be checked manually.

Spot Check dossier pages

Check a number of dossier pages, ensure that all fields are present with the dossier page.

User Messages

Once all the above have been checked, and no issues have been encountered, it may be required to amend the user messages as these are currently cutting off.
Manually update these to match the source.