{"id":994,"date":"2019-07-29T10:44:53","date_gmt":"2019-07-29T09:44:53","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_training&#038;p=994"},"modified":"2024-08-15T14:34:07","modified_gmt":"2024-08-15T13:34:07","slug":"case-management-supervisor-workflows-key-dates","status":"publish","type":"pracctice_training","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/training\/case-management-supervisor-workflows-key-dates\/","title":{"rendered":"Case Management Supervisor: Workflows &amp; Key Date Types"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><strong>Creating a Workflow<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Creating a New Workflow<\/li>\n\n\n\n<li>Editing Workflow Details<\/li>\n\n\n\n<li>Archiving Workflows<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Creating a Task<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Creating a New Task<\/li>\n\n\n\n<li>Editing a Task<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Adding Actions to a Task<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Commonly Used Actions<\/li>\n\n\n\n<li>Send Standard Document<\/li>\n\n\n\n<li>Automatic Key Dates<\/li>\n\n\n\n<li>Sending Text Messages<\/li>\n\n\n\n<li>Allocate Custom Questionnaire<\/li>\n\n\n\n<li>Editing &amp; Removing Actions<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Linking Tasks to a Workflow<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Linking a Task<\/li>\n\n\n\n<li>Dragging &amp; Dropping Tasks<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Workflow Sections<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Creating Workflow Sections<\/li>\n\n\n\n<li>Linking Tasks to Workflow Sections<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Key Date Types<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Creating Key Date Types<\/li>\n\n\n\n<li>Editing Key Date Types<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Creation of key date types and creation of workflows. Just basic and most common workflow action types are shown within this session.<\/p>\n","protected":false},"author":19,"featured_media":0,"template":"","tags":[],"pracctice_customer_type":[25,20],"pracctice_training_area":[89],"class_list":["post-994","pracctice_training","type-pracctice_training","status-publish","hentry","pracctice_customer_type-case-management-supervisor","pracctice_customer_type-system-supervisor","pracctice_training_area-supervisor"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Case Management Supervisor: Workflows &amp; Key Date Types - Osprey Approach Customer Support &amp; Training | Osprey Academy<\/title>\n<meta name=\"description\" content=\"This guide will show the contents of our Supervisor - Workflows &amp; Key Dates course.\" \/>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Case Management Supervisor: Workflows &amp; 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