Workflow Management

Chapters in this part: The following chapters describe the functions available for workflow management.

• Workflow Management Overview and Setup provides an overview on workflow management and required setup.

• Working with Tickler User Groups (WTUG) explains how to create and work with tickler user groups.

• Working with Tickler Category (WTCT) explains how to create and work with tickler categories.

• Working with Tickler Resolution Reasons (WTRR) explains how to create and work with tickler resolution reasons.

• Working with Tickler Events (WTEV) explains how to define tickler event settings at the event level and event rule level and create, change, delete, and define procedures for event rules.

• Working with Tickler Users/User Groups (WTIC) allows workflow users to review and work with ticklers in the user’s or user group’s tickler work queue.

• Workflow Management (WWFM) allows workflow supervisors to review and work with ticklers in a tickler work queue.

• Purging Ticklers (MPTK) allows you to purge resolved ticklers by date range.