5.1.1 Creating a Workflow

For creating a workflow, you need to specify details, such as workflow code, description, and current and next status.

To create a workflow:

Before creating the workflow, you must create the statuses through which a task moves in the workflow.

1. From the main menu, navigate to Collections and Recovery and then click Maintenance.
2. From the Maintenance menu, click Workflow and then click Create Workflow.
   The Create Workflow page appears.
3. In the Code field, enter a unique identification code for the workflow.
4. In the Description field, enter a description of the workflow.
5. In the Status Details section, click .
6. From the Current Status list, select the current status of the task in the workflow.
7. From the Next Status list, select the next status of the task in the workflow.
8. From the Type list, select the option for transition of status.
9. Click corresponding to the required row.
10. Configure rules for the particular status transition record.
11. Click Save.

Once the workflow is created, you can view the same using the View Workflow page. Upon creation, the authorization status of the workflow is Unauthorized and the record status is Open. After a workflow is created, it must be authorized to be effective in the system. On authorization, the workflow is visible in the Create Task page from where you can map the task with the required workflow. A task moves through various statuses based on the workflow mapped to it.