Common Intake supports the configuration of workflows for the assignment of applications and related tasks to workers. Workflows can be configured to reflect the workflow process the organization requires.
Common Intake ships with three basic starter workflows which can be used to get up and running quickly.
To configure a workflow to be used for a particular application, the following steps should be followed:
- Open the XML document which represents the intake process configuration.
- Locate the XML element ApplicationType which represents the application type to be configured.
- Create or locate an XML element Workflows as a direct child of the ApplicationType element. Only one workflow element may be specified per ApplicationType.
- Create or locate an XML element OnlineApplicationRecieved as a direct child of the Workflows element. This has one supported attribute, name, which is the name of the workflow to be enacted when an online application is received from UA.
- Create or locate an XML element WithdrawalRequest as a direct child of the Workflows element. This has one supported attribute, name, which is the name of the workflow to be enacted when a withdrawal request is received from UA.
- Create or locate an XML element ReadyForDetermination as a direct child of the Workflows element. This has one supported attribute, name, which is the name of the workflow to be enacted when the application transitions to a status of ready for determination.
- Create or locate an XML element ReassignApplicationNotification as a direct child of the Workflows element. This has one supported attribute, name, which is the name of the workflow to be enacted when the application owner is reassigned.