Introduction

The Workflow list shows the summary information about all workflow setups.

When clicking on the menu Workflows Setup, all workflows will be displayed on the Workflow list.

Open

You can get an overview by going through the Site map below:

• Prerequisites

• Main screen

• Actions

• Column list

• Default workflow

• Related topics

Prerequisites

To access the Workflow list, you must have “View workflows” permission. See more: Workflow Permissions

Main screen

Open

Actions

• Create Workflow: Allow users to create workflows. See Create Workflow

• Search box: The search box on the Workflow list allows users can search Workflow by just 1 criterion Name of Workflow. So when you enter any words in this box, the table will filter the items that include this word in the “Name” column.

Column List

The Workflow list provides you with some overview information shown in these columns with the actions so you can operate each item in the table list:

• Action column: include the actions that you can do on a workflow.

  • Edit: Edit and update for a workflow. See more details at Edit Workflow.

  • Delete: Delete a workflow on the workflow list. See more: Delete Workflow

  • Activate/ Deactivate: This is the status of a workflow.

    • “Activate” means the workflow is inactive and can’t be used in the system.

    • “Deactivate” means the workflow is active and can be used in the system.

    • You can click on Deactivate to stop or continue updating the workflow. See more details at Activate / Deactivate Workflow

  • Send for approval: To activate a workflow, you have to click this button to send this workflow for Contemi to approve. See more: Activate / Deactivate Workflow

• Name: Name of a Workflow. You can click on the name of the workflow to open the Workflow Details

• Type: A workflow can have one of 3 types:

  • Case management - This type defines the lifecycle of a case (task). See more in Create Workflow.

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

  • FNOL - This type defines the lifecycle of a FNOL ( First notice of loss). See more in Create Workflow.

• Effective Start Date: A new workflow doesn’t have this information until it is approved by Contemi, the date and time when this workflow starts activated will show on the workflow list.

  • The Effective Start Date of the workflow is the current date and time by default when the workflow is activated.

  • When the workflow is deactivated, the Effective Start Date is reset to empty.

• Effective End Date: Default to N/A - The workflow will run indefinitely until the workflow is deactivated.

  • The workflow on the system will no longer be effective when you deactivate the workflow.

• Update Date: The last updated date of the workflow.

• State: The states of the workflow.

  • Editing: A new workflow is created with the state of “Editing”. This state shows a workflow is in editing or not ready for use. After setting up or editing a workflow, to use it you need to Send the workflow for Contemi to approve ( see more: Activate / Deactivate Workflow ). After you click “Send for approval”, the workflow turns into the “Awaiting for approval” state.

  • Awaiting for approval: The workflow is waiting for Contemi to approve to use in the system. Contemi can approve or refuse the workflow in this state.

    • If Contemi approves the workflow, the state of the workflow will turn into “Approved” on the Workflow list.

    • If Contemi refuses the workflow, it will turn into “Refused” on the Workflow list

  • Approved: The workflow in this state is activated and ready to use on the system.

  • Refused: This state points out that your sent workflow was not approved. You can continue to update the workflow in another way to get an “Approval” state from Contemi.

You can set back from other states of a workflow to the “Editing” state by following the actions in the diagram below to continue updating your workflow.

Default workflow

The Default workflows (or Global workflows) are the workflows generated by Seamless, and you cannot edit, delete, or perform any actions on them. By establishing a default workflow, you create a standardized process for tasks or operations, ensuring that they are executed in a consistent manner every time.

• The default workflows allow users to use these workflows without defining workflow first.

• These default workflows can contain pre-defined forms with important fields to get the necessary information from customers.

Related topics

• Workflow permission

• Create Workflow

• Edit Workflow

• Activate / Deactivate Workflow

• Delete workflow

• Workflow Details