Automated Procedure Management

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.

The Structure of this Page

1. Add New Procedure: This button is used to create a new procedure.

2. Automated Procedure Administration Table: This table contains the details of all the Automated Procedures contained in the system and allows various actions to be performed on them.

Automated Procedure Administration Table

The Automated Procedure Administration Table is where the descriptive details of your Automated Procedures are stored. Each row of the table represents an individual Procedure. See Tables for more general information about table structures and usage, including all buttons and other tools in the table that are not mentioned below.

Columns in This Table

The Automated Procedure Management Table contains the following columns:

1. [Column with Checkbox Heading]: Checkbox selector.

2. Procedure Name: The name of the procedure.

3. Trigger Info: Provides a brief description of trigger information, including the number of triggers assigned to the procedure and the type of triggers (i.e. document, status, etc.)

4. Action Info: Provides a brief description of the action information, including  the number of actions and the type of actions to be performed.

5. Enabled: Whether or not the procedure is enabled. An enabled procedure is indicated by a checkmark.

6. Date Created: The date the procedure was created.

7. Date Modified: The most recent date the procedure was modified.

8. Action: Includes an Action icon that allows you to edit, enable (if not current enabled) or disable (if currently enabled), copy, or delete a procedure.

Editing an Automated Procedure

To edit an existing Procedure:

1. Right-click anywhere in the row representing the procedure you wish to edit. This will display a menu allowing you to edit the procedure, enable or disable the procedure, delete or copy the procedure.

   1. Alternatively, you can click the Edit icon in the Actions column of the row representing the procedure you wish to edit. This will bring up an Add/Edit panel for the procedure with the existing information filled in.

   2. The options in this menu allow you to edit, copy or delete the rule, and it will also give you the option to enable or disable the rule depending on its current status. Disabling a procedure will stop it from taking place without deleting it from the system. This allows you to go back and enable the procedure at a later date if you choose.

2. Select the Edit Procedure option in the menu. This will bring up an Add/Edit panel for the procedure, with the existing information filled in.

3. Fill the fields in with your desired information. See the Add/Edit Automated Procedure Details Panel for details about the fields.

4. Click Update to save the changes and close the panel.

   1. If you decide you do not wish to save the changes, click Cancel instead of clicking Update to undo the changes and close the panel. You can also click the white X at the upper right of the panel to do the same thing.

Deleting an Automated Procedure

To delete an Automated Procedure:

1. Right-click anywhere in the row representing the procedure you wish to delete. This will bring up a menu of options.

   1. Alternatively, you can click Disable in the menu to stop the procedure from running without removing it from the system entirely.

2. Click the Delete Procedure option in the menu. This will bring up a confirmation message (to avoid accidental deletions). Click the OK button in the message to confirm the deletion.

   1. If you decide you do not wish to delete the rule, click Cancel instead of clicking OK to cancel the deletion. You can also click the black X at the upper right of the message to do the same thing.

   2. Until you either confirm or cancel the deletion, you may not be able to visit any other tab in your browser.

Adding a New Procedure

To add a new Procedure:

1. Click the Add New Procedure button. This will bring up an Add/Edit panel for automated procedures that is blank.

2. Fill the fields in with your desired information. See the Add/Edit Automated Procedure Details Panel for details about each field.

3. Click Save to save the procedure and close the panel.

   1. If you decide you do not wish to save the procedure click Cancel instead of clicking Update to undo the changes and close the panel Alternatively, you can click the white X in the top right of the panel to do the same thing.

The Add/Edit Automated Procedure Details Panel

The Add/Edit Automated Procedure Details Panel allows you to fill in the detail of an Automated Procedure. The panel contains the following fields:

1. Procedure Name: The name of the procedure.

2. Enabled: A checkbox that when checked, enables the procedure.

3. Add New Scope: Allows you to add a new scope to the procedure. For more on this see Setting the Scope of an Automated Procedure.

4. Enable only for open cases: A checkbox that when checked, enables the procedure only for open cases.

5. Procedure Scope Table: A table that summarizes the details of the Procedure’s scopes.

6. Add New Trigger: Allows you to add new triggers to the procedure. For more on this see Setting an Automated Procedure’s Trigger.

7. Procedure Trigger(s) Table: A table that summarizes the details of the Procedure’s triggers.

8. Add New Action: Allows you to add a new action to the procedure. For more on this see Setting the Scope of an Automated Procedure.

9. Procedure Action(s) Table: A table that summarizes the details of the actions to be performed by the Procedure.

Setting the Scope of an Automated Procedure

Setting an Automated Procedure’s Trigger

Setting the Action to be Taken by an Automated Procedure