{"id":69500,"date":"2024-09-06T15:46:17","date_gmt":"2024-09-06T14:46:17","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&#038;p=69500"},"modified":"2024-09-06T15:46:55","modified_gmt":"2024-09-06T14:46:55","slug":"using-the-workflow-status-bar","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/the-workflow-status-bar\/","title":{"rendered":"Using the Workflow Status Bar"},"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 assist with using and updating the workflow status bar to display information relevant to the file<\/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 enable the Workflow Status Bar<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To enable the Workflow Status Bar, navigate to the Supervisor area. Go to System Setup &gt; Users &gt; Access Templates.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"760\" height=\"689\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/09\/Screenshot-2024-09-06-145022.png\" alt=\"\" class=\"wp-image-69501\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/09\/Screenshot-2024-09-06-145022.png 760w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/09\/Screenshot-2024-09-06-145022-300x272.png 300w\" sizes=\"auto, (max-width: 760px) 100vw, 760px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Choose which user template you would like to access the status bar and click &#8216;Edit&#8217;. Expand the Case Management area, and then expand the Workflow subsection. At the bottom of the list, you will see a section called Workflow Status Bar; tick this and click Save. This will then enable you to edit and view the bar wherever it appears in Osprey.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"760\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/09\/Screenshot-2024-09-06-145158.png\" alt=\"\" class=\"wp-image-69502\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/09\/Screenshot-2024-09-06-145158.png 497w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/09\/Screenshot-2024-09-06-145158-196x300.png 196w\" sizes=\"auto, (max-width: 497px) 100vw, 497px\" \/><\/figure>\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<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"750\" height=\"340\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/1-126.png\" alt=\"\" class=\"wp-image-65226\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/1-126.png 750w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/1-126-300x136.png 300w\" sizes=\"auto, (max-width: 750px) 100vw, 750px\" \/><\/figure>\n<\/div>\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-full\"><img loading=\"lazy\" decoding=\"async\" width=\"729\" height=\"98\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/1-127.png\" alt=\"\" class=\"wp-image-65227\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/1-127.png 729w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/1-127-300x40.png 300w\" sizes=\"auto, (max-width: 729px) 100vw, 729px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/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 size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"845\" height=\"311\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/1-128.png\" alt=\"\" class=\"wp-image-65228\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/1-128.png 845w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/1-128-300x110.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/1-128-768x283.png 768w\" sizes=\"auto, (max-width: 845px) 100vw, 845px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Osprey Approach offers integration with Lexis Nexis, allowing you to run their library of legal forms through Osprey. <\/p>\n","protected":false},"author":5728,"featured_media":0,"template":"","categories":[210],"tags":[],"class_list":["post-69500","pracctice_guide","type-pracctice_guide","status-publish","hentry","category-using-case-management-browser"],"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 - Osprey Approach Customer Support &amp; 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