Workflows

A workflow is a series of tasks that must be completed to accomplish a specific objective; this list of tasks must be completed before a case can be completed. It consists of a Task Group containing one or more Task Codes. From the Workflow Setup panel, you can add a new task group; add or remove task codes from a task group; or view, edit, or remove existing task groups.

Select Workflow Setup from the Tasks & Inspections section of the PLL Admin menu to open the main Workflow Setup panel.

 

Last updated 2/4/2020.

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