Create Workflow

You need to have the “Create workflows” permission to perform this action.

See more: Workflow Permissions

Clicking on the + Create button in the Workflow List will open a Workflow popup with some basic information you can enter for the new workflow.

Open

Open

You need to go through these steps to create a workflow:

1. Name * - Enter a name for the workflow. This field is necessary for the workflow name to be shown in the Workflow list and can be easily found using the search box.

2. Type * - You must select a type for the workflow, and once this workflow is created, its type cannot be altered. This field offers 3 options for the workflow type:

• Case management - The workflow with this type can be used when attached to a specific case.

  • To apply a workflow for a case, you need to use these workflows with this type when you create a Case type. You can see more an example of a workflow applied in the claim case here: Claim Workflow

  • This type allows you to manually define a workflow according to case by case.

  • You can create a workflow with steps and include forms that you created.

• Automatic - An automated workflow enables the system to execute certain tasks automatically in response to an event trigger.

  • A workflow in automatic type will automatically triggered by an event in the system.

• FNOL - FNOL, or First Notice of Loss, is a specialized case type in insurance designed for the initial reporting of a loss. This type is specific for claims management, ensuring that you can take some prompt action or notification when a loss occurs. Therefore, the system provides a separate type so that you can create a suitable workflow for initial processing.

  • This type defines the workflow that can attach to an FNOL ( First notice of loss).

  • You can use these workflows with this type when you create an FNOL case. See more: https://contemi.atlassian.net/wiki/spaces/SHC/pages/1761935477/Manage+FNOL+case+Create+Edit+Delete+Reassign#Create-FNOL-case and Configure FNOL Workflow

3. Activate Workflow - When we create a new workflow, this switch is off because to activate the workflow you need approval from Contemi. See more: Activate / Deactivate Workflow

4. Effective Start Date - This field will disabled when creating the new workflow because the date that a workflow starts effective depends on whether the workflow is approved or not. See more: Activate / Deactivate Workflow

5. Effective End Date / No End Date: The workflow is set to default to N/A (Not Applicable) - The workflow will run indefinitely until explicitly deactivated.

6. Business Record Type - If you want to use the information of an entity in the workflow, you have to specify Business Record Type. This field cannot be changed once this workflow is created.

• The options of Entity that you can select:

  • Account

  • Contact

  • Case

  • Call log

  • Claim

  • Policies

  • Quotes

• When you define the diagram you can use information about the selected entity in the Business Record Type field.

7. Description: Provide a description of the workflow.