Manually Initiate Workflow Item

Background Information:

Process Name:

Manually Initiate Workflow Item

Role:

Internal User

Objective(s):

To manually initiate a workflow item without completing the trigger process.

Before you begin:

      The workflow item must have a reason to be manually initiated.

      The user must know the details of the workflow item that needs to be manually initiated, including the employer and the name of the workflow process.

      The user must have the associated role to manually initiate work.

What happens next:

The workflow item will appear in the Work Pool to be checked out by a user with the appropriate role.

 

How to do it:

#

User Action

System Response

Notes

1. 

Navigate to the Staff Portal Home screen.

SUITS displays the Staff Portal Home screen.

The assumption is that internal users will access a URL link to get to the Staff Portal.

2. 

Click on the BPM Administrator main menu item on the left side panel.

SUITS displays the BPMAdministrator Maintenance screen.

 

3. 

Click the Case Initiation hyperlink.

SUITS displays the Online Initiation screen.

 

4. 

Choose a Process Name from the dropdown menu.

 

 

5. 

Enter an Employer ID in the field.

 

If the Employer ID is not known, it can be searched for using the magnifying class feature.

6. 

Enter any other information that is known or necessary.

 

Only the process name and the employer ID are required in order to manually initiate a process.

7. 

Click the Initiate Process button.

SUITS initiates the process.

 

8. 

 

The manually initiated process appears in the Work Pool as an unassigned work item.