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Case Management Supervisor: Workflows & Key Dates

Recommended for Case Management Supervisors and System Supervisors

Delivered online via video conference

Duration is 1 hour

About this course

Creating a Workflow

  • Creating a New Workflow
  • Editing Workflow Details
  • Archiving Workflows

Creating a Task

  • Creating a New Task
  • Editing a Task

Adding Actions to a Task

  • Commonly Used Actions
  • Send Standard Document
  • Automatic Key Dates
  • Sending Text Messages
  • Allocate Custom Questionnaire
  • Editing & Removing Actions

Linking Tasks to a Workflow

  • Linking a Task
  • Dragging & Dropping Tasks

Workflow Sections

  • Creating Workflow Sections
  • Linking Tasks to Workflow Sections

Key Date Types

  • Creating Key Date Types
  • Editing Key Date Types