Customize built-in FNOL Workflow

We already build the Default FNOL Workflow for you to use instantly.

To access to it, please go to Workflows menu and select Workflow Setup.

Open

On quick search box, enter keyword “FNOL”, it will filter out and show:

Open

FNOL Default Workflow details

Click on “FNOL Default Workflow” to open it.

• On the left, there is the toolbox and workflow editor using BPMN.

• On the right, there is the property box of the selected notation.

Actions can be taken on FNOL

For the Service Task notation, there are three actions pre-defined for FNOL:

• Report FNOL

• Approve FNOL

• Reject FNOL

For the User Task notation, there is one action pre-defined for FNOL:

• Manual Approval

Save workflow

After you’re done editing the diagram, you can click on button Save to save the changes on workflow or click on button Reset to revert the changes.

Edit workflow information

To edit workflow information, click on Edit button, it will show the workflow information where you configure the Workflow Name, Effective Start Date, Effective End Date and Description.

Build a new workflow on demand

You can build your own workflow on demand. See Workflow Setup

To use your custom workflow for FNOL case, please make sure to select it when you create a new FNOL case. See https://contemi.atlassian.net/wiki/spaces/SHC/pages/1761935477/Manage+FNOL+case+Create+Edit+Delete+Reassign#Create-FNOL-case

Related Topics

• Workflow Setup

• Manage FNOL case (Create/Edit/Delete/Reassign)