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Administer Business Workflows
5.
To add more emails, click the plus icon. To remove emails from the set, click the x
icons.
6.
(Optional) To save email criteria, complete the following steps:
a.
Click Save.
The Save Escalation criteria pop-up appears.
b. Define a name for the email criteria, and click Save.
The email criteria are saved.
7.
(Optional) To load email criteria, complete the following steps:
a.
Click Load.
The Load Escalation criteria pop-up appears.
b. Select a set of email criteria, and click Load.
The email criteria are loaded.
8.
Click Send Now.
Escalation emails are sent to reviewers with task completion that satisfies the
criteria.
Monitor Workflow Progress
Workflow owners can monitor the progress of a workflow process that they initiate by
using the Overview tab in a workflow details screen. Users access the Overview tab by
opening Administration, Workflows, and selecting a workflow process to view its details.
The Overview tab displays workflow progress in charts. You can view progress in each
chart as a percentage or as a value by selecting the appropriate option above each
chart. If you select Value, CA RCM displays workflow progress based on the number of
completed tasks in the workflow.
To update the chart to reflect the current status without reopening the Overview tab,
click Draw Chart.
Note: To view additional details about tasks in a workflow progress, use the Workflow
Progress by Reviewers and the Workflow Progress by Affected Entity tabs (see page 51).
Chapter 5: Using Business Workflows 55