|
Label |
Definition |
Screen(s) + WFM Name |
|
My Basket Filter |
Allows you to select to view work items from the following different statuses: Work Pool, Assigned Work, Completed Work, Outstanding Work, Suspended Work |
BPM My Basket |
|
Reference ID |
Allows you to search for a workflow attached to a specific screen such as a Lien ID or a Wage Report ID. This field may or may not always been a well-known ID as they are not easily visible in a process |
BPM My Basket |
|
Activity Instance Status |
Allows you to select to view work based on what Status a given activity is in. This would most likely be used in combination with a process name entered |
BPM My Basket |
|
Due Date |
Allows you to filter by due date, giving the user to search for things coming up to their due date soon |
BPM My Basket |
|
Employer Name |
Allows you to search for a process regarding a specific Employer. Most likely used in the event you want to search by Employer Name as opposed to Employer ID |
BPM My Basket |
|
Initiated Date From |
Allows you to enter a begin date of when the workflow was initiated. For example if you wanted to see all workflows initiated in the past 48 hours, you’d enter in the date from 48 hours ago |
BPM My Basket |
|
Source |
This allows you to filter down workflows based on how they were triggered. The options are: Batch, Message Flow, Online, Scanning and Indexing |
BPM My Basket |
|
Employer ID |
Enter in an Employer ID to search for workflows associated with a specific Employer or otherwise use the lookup icon to search for the Employer ID |
BPM My Basket |
|
Priority |
Workflows are assigned different priorities based on rules set in place in the system to identify work items that are high priority vs. normal priority |
BPM Case Instance Maintenance |
|
Role Name |
Allows you to search based on different security roles assigned to you as opposed to a specific process name |
BPM My Basket |
|
Initiated Date To |
Similar to the Initiated Date From, this field allows you to search for workflows initiated up to a certain date. For example if you were only interested in all workflows that have been initiated through the past week, you could put that range in, using this field to put in the last date you want to see workflows initiated from |
BPM My Basket |
|
Work Pool |
Once you click Apply Filter, all remaining workflows that meet the requirements of the criteria entered above will remain. There may be multiple pages of results as shown, leading the user to potentially need to go to the next page by clicking the specific page number they wish to go to or otherwise click Next |
BPM My Basket |
|
Checkout |
Clicking this link will result in the workflow opening for you to complete the work. It also effectively removes the item from the work pool so that no other user could erroneously try to work on the same work item as the user that currently has it checked out |
BPM My Basket |
|
View Details |
Clicking this will bring you to the BPM Activity Instance Maintenance screen, described later |
BPM My Basket |
|
Case Instance ID |
Unique serial ID the system assigned to the case when it initiated it. |
BPMN Activity Instance Maintenance |
|
Process Instance ID |
Unique serial ID the system assigned to the process when it initiated it. |
BPMN Activity Instance Maintenance |
|
Suspension Reason |
This field is found in the Suspension Details panel of the BPM Activity Instance Maintenance screen.
To complete this field, select an option from the drop down which accurately reflects the cause of the activity’s suspension. Your options are: •Missing Information •Incorrect Information Received •Certification Issue •Employer Response Needed •Internal Response Needed •Awaiting Member / Recipient’s Response •Requested by Member / Recipient •Other This field is required if you are suspending the activity.
Additional information about this field: The reason you select has no effect on the suspension process. It’s just a way for SUITS to categorize suspended activities. |
BPMN Activity Instance Maintenance |
|
Suspension End Date |
To complete this field, enter the date you want the activity to resume if its configured process event(s) don’t occur and nobody resumes it.
This field is required if you are suspending the activity. |
BPMN Activity Instance Maintenance |
|
Resume Action |
To complete this field, select an option from the drop down. Your selection depends on how you want the system to resume the activity outside of the end date or a manual resume. Your options are: •All Documents: The system will resume the activity if all resume process events occur. •Any Document: The system will resume the activity if just one of the process events occurs. This field is required if you are suspending the activity. |
BPMN Activity Instance Maintenance |
|
Suspension Notes |
To complete this field, enter the information you want on the record about suspending the activity.
This field is required if you are suspending the activity. |
BPMN Activity Instance Maintenance |
|
Image |
This grid is found in the Image tab of the Other Details panel of the BPM Activity Instance Maintenance screen. The system populates the grid with all the images attached to the activity. Its columns are: •Process Instance Attachment ID: Unique serial ID the system assigns to the image entry. Link which displays the image. •Doc type: Identifies the ECM document the image is categorized as. •Event Description: Identifies the process event the image is associated with. •ECM Guid: Globally Unique Identifier which defines the scanned image. •Received Date: Displays the date the system indexed the ECM document and attached it to the activity instance. |
BPMN Activity Instance Maintenance |
|
Notes |
The system populates the grid with all the notes attached to the activity. Its columns are: •ID: Unique serial ID the system assigned to the note when it was created. •Notes: Text of the note. •Modified By: User who most recently updated the note. •Modified Date: Most recent day the note was updated. |
BPMN Activity Instance Maintenance |
|
Activity Checklist |
This grid is found in the Activity Checklist tab of the Other Details panel of the BPM Activity Instance Maintenance screen. The system populates the grid with all the checklist items from the activity’s configuration. Its columns are: •Checklist Description: Text which describes what the checklist item is. •Event Description: The name of the process event the checklist item is associated with. •Required: If checked, the user cannot complete the activity if the checklist item is not completed. •Completed: Checkbox for the user to indicate the item is complete. •Completed Date: Textbox for the user to enter the date the item became complete. |
BPMN Activity Instance Maintenance |