{"id":52177,"date":"2022-12-14T10:29:02","date_gmt":"2022-12-14T10:29:02","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&#038;p=52177"},"modified":"2024-07-30T12:31:52","modified_gmt":"2024-07-30T11:31:52","slug":"running-a-workflow-app","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/running-a-workflow-app\/","title":{"rendered":"Running a Workflow (App)"},"content":{"rendered":"<div class=\"card\">\n\n    <p class=\"mb-2\"><strong>Who is this guide for?<\/strong><\/p>\n    <p class=\"mb-0\"><i class=\"far fa-user fa-fw mr-2\"><\/i> <strong>Any Users<\/strong> and <strong>Case Workers<\/strong><\/p>    \n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">This guide will take you through the process of running a workflow in the case management app<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Workflows are made up of the tasks and actions required to complete a case from start to finish. Within each task can be a variety of automated actions. For example, sending letters and other documents to your clients, diarising key dates, and filling in questionnaires to capture client and matter information.<\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Load a workflow<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Within the Case Management menu select Workflows.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1194\" height=\"913\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/12\/Workflows.gif\" alt=\"\" class=\"wp-image-52179\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Some work types may be set to load their default workflow as soon as a matter is added. If a workflow hasn&#8217;t been loaded automatically, select Load Workflow. There may be more than one workflow available. The workflow can be previewed before it&#8217;s loaded so that you can check it is the one you want to use.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1194\" height=\"913\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/12\/Workflows-view.gif\" alt=\"\" class=\"wp-image-52182\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once the correct workflow has been found click Load to add the workflow to the matter.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1194\" height=\"913\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/12\/Workflows-load-1.gif\" alt=\"\" class=\"wp-image-52183\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Run a workflow<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">From Case Management &gt; Workflows, you will see a list of all the tasks included within a loaded workflow.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Each Task will have icons on the right hand side, the up\/down arrow icon can be used to show or hide the actions list within the task. <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"106\" height=\"53\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/06\/image-51.png\" alt=\"\" class=\"wp-image-34448\" \/><figcaption class=\"wp-element-caption\"><strong>Show\/Hide Actions icon<\/strong><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Some actions can be unticked should they not be required. The forward arrow icon will run the workflow task.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"40\" height=\"41\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/06\/image-52.png\" alt=\"\" class=\"wp-image-34449\" \/><figcaption class=\"wp-element-caption\"><strong>Run Workflow icon<\/strong><\/figcaption><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"401\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/06\/image-50-1024x401.png\" alt=\"\" class=\"wp-image-34447\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2021\/06\/image-50-1024x401.png 1024w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2021\/06\/image-50-300x118.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2021\/06\/image-50-768x301.png 768w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2021\/06\/image-50.png 1131w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">When running the task you can step through the actions by clicking Next.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"744\" height=\"401\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/06\/image-53.png\" alt=\"\" class=\"wp-image-34450\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2021\/06\/image-53.png 744w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2021\/06\/image-53-300x162.png 300w\" sizes=\"auto, (max-width: 744px) 100vw, 744px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">When the last action has been run click End Task &amp; Return. Returning to the workflows screen you will see the task is now green.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1194\" height=\"913\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/12\/Workflows-complete.gif\" alt=\"\" class=\"wp-image-52184\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A task which has been run can be undone by clicking the undo icon. (Note &#8211; this does not remove any letters, dossier entries or key dates which were filled\/completed when the task was run, but simply resets the task so you can run it again).<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"56\" height=\"51\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/06\/image-54.png\" alt=\"\" class=\"wp-image-34452\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Remove a workflow<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You may remove workflows entirely if none of the tasks have been run, or once you have undone any which have.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Click Remove All, tick the workflow(s) to be removed and click Remove Selected. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Click OK to confirm.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1194\" height=\"913\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/12\/Workflows-Remove.gif\" alt=\"\" class=\"wp-image-52185\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>A workflow is a series of tasks that you will go through to complete and close off a case from start to finish<\/p>\n","protected":false},"author":18,"featured_media":0,"template":"","categories":[211],"tags":[],"class_list":["post-52177","pracctice_guide","type-pracctice_guide","status-publish","hentry","category-using-case-management-app"],"acf":{"display_as_dashboard_announcement":false,"announcement_title":"","announcement_type":"New feature","announcement_link_text":"Learn more","announcement_image":null},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Running a Workflow (App) - Osprey Approach Customer Support &amp; 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