The Automated Procedure Management page allows you to create procedures that will automatically take place within your cases. These actions can take place based on the creation or completion of a number of triggers in the system and allow for more individualized automation than that found in WorkPlans.
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The Action Details Panel allows you to assign the action or actions that will be performed by the automated procedure. The fields inside this panel include:
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Action Type: A dropdown requiring you to select the action type to be assigned by the procedure.
Action Name: The name of the action, this is automatically filled by the type of action selected in item 1 but can be edited after.
Action Start (Days): The number of days after or before a specific date (as selected in items 6 and 7) when the action should be performed.
Action Start (Hours): The number of hours after or before a specific date (as selected in items 6 and 7) when the action should be performed.
Action Start (Minutes): The number of minutes after or before a specific date (as selected in items 6 and 7) when the action should be performed.
Action Start (Direction): Dropdown requiring a selection of whether to set the action to be performed before or after the triggering date. The default for this field is set to After.
Action Start (Date): Dropdown requiring a selection of when the action should be performed relative to the trigger, the options are Trigger item creation date, Trigger item due date, and Trigger item completion date. The default for this field is set to Trigger item creation date.
Action Repeat (Days): How many days after the action is initially performed by the procedure should the action repeat.
Action Repeat (Hours): How many hours after the action is initially performed by the procedure should the action repeat.
Action Repeat (Minutes): How many minutes after the action is initially performed by the procedure should the action repeat.
Limit to: The number of iterations (1-1000) the action will be repeated.
Limit to dropdown: Dropdown to choose the type of iterations in 11 above.
If Will Repeat forever or until out of scope is selected, the repeat runs on its listed schedule until the procedure is no longer valid.
If Iterations is selected, it will run up to the number entered in the Limit to: Number Of Iterations in Step 11 above (still on the listed schedule).
If Hours, Days, Weeks, Months, or Years is selected, it will run (again, on the listed schedule) for a period of time after the triggering event equal to the number in Number Of Iterations multiplied by the time period selected.
Day Type: Dropdown to choose how the days entered in the Action Start or Action Repeat fields should be calculated (using all days, weekdays, federal or state).
WARNING: Steps 11 and 12 only apply if steps 8, 9, or 10 are set to a positive number (not blank or zero). If steps 8, 9, or 10 are left blank or set to zero, no repeating action will take place.
Action Type Options
If Add Case Expense (Disbursement) is selected in Action Type, the following fields will appear:
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