{"id":53158,"date":"2023-12-28T09:30:45","date_gmt":"2023-12-28T09:30:45","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&#038;p=53158"},"modified":"2024-07-30T11:48:12","modified_gmt":"2024-07-30T10:48:12","slug":"using-the-workflow-status-bar-app","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/using-the-workflow-status-bar-app\/","title":{"rendered":"Using the Workflow Status Bar (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><\/p>    \n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">This guide will take you through using the workflow status bar in the app<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">If enabled, the Workflow Status Bar appears at the top of the screen when using the Case Management area. This can be amended and updated as required to display information relevant to the file.<\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">How to update the Workflow Status Bar<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The Workflow Status Bar can be used to display the current position of a matter. Most user pages show the Workflow Status Bar at the top of the page.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"959\" height=\"412\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2020\/11\/Workflow-Status-Bar.gif\" alt=\"\" class=\"wp-image-29839\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To amend the description, in a browser select the pencil icon to open up a text field<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"737\" height=\"116\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2020\/11\/Workflow-Status-Bar-Browser.gif\" alt=\"\" class=\"wp-image-29841\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In the Case Management App you will also need to click Edit<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"959\" height=\"412\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2020\/11\/Workflow-Status-Bar.gif\" alt=\"\" class=\"wp-image-29839\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here you will be able to type in the current position or any note required.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Now select the Save option to display your text throughout the user area. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The status bar can also be updated using the workflow task action Update Workflow Status Bar.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"379\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2019\/07\/image-254-1024x379.png\" alt=\"\" class=\"wp-image-707\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2019\/07\/image-254-1024x379.png 1024w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2019\/07\/image-254-300x111.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2019\/07\/image-254-768x285.png 768w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2019\/07\/image-254.png 1074w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>This guide will take you through using the workflow status bar in the app If enabled, the Workflow Status Bar appears at the top of the screen when using the Case Management area. This can be amended and updated as required to display information relevant to the file. How to update the Workflow Status Bar [&hellip;]<\/p>\n","protected":false},"author":22,"featured_media":0,"template":"","categories":[211],"tags":[],"class_list":["post-53158","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>Using the Workflow Status Bar (App) - Osprey Approach Customer Support &amp; Training | Osprey Academy<\/title>\n<meta name=\"description\" content=\"This guide will take you through using the workflow status bar in the app\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/using-the-workflow-status-bar-app\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Using the Workflow Status Bar (App) - Osprey Approach Customer Support &amp; 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