I would like to try to set up Workflow definitions and alerts. Am I able to do that on my account only without it sending alerts to other Procentive accounts on my agency? I was hoping to learn more about the process before introducing it to our entire team.
I'm trying to set up alerts in Workflow to send reminders 15 days prior to the expiration date. I've looked at Workflow definitions and I *believe* I set up an alert but I'm not sure if it will be activated correctly. Thoughts?
Does anyone else have a Clinical Trainee and use workflow to send documents that need the Clinical Supervisor's signature to them once complete? We have ongoing issues with this working correctly, specifically the Clinical Supervisor that needs to receive the Clinical Trainee's documentation also receives our other Clinical Supervisor's documentation as well.
KNOWN ISSUE: Workflow Tasks are triggering retroactive workflows. Our engineers are currently evaluating this issue. We will update you when this has been resolved. If you have any questions please send a ticket to Procentive Customer Support.
Onboarding and Implementation Team Manager
This issue has been resolved.
Does anyone use interaction type when setting up Workflows? We are interested but want to find out more information before changing all current clients/ staff/ interaction types. Thanks in advance for any help on this!
This week, noticed an issue with workflow not allowing you to change project status to "complete". Anyone experiencing this issue or have a ticket in on this issue?
As the others said this is a new permission from the enhancements that went into the system last week. The permission is called "Ability to set Project complete". Once you have been granted that permission you will be able to complete workflow projects
Here are step by step instructions:
Staff Module > Select a staff > Role tab > Select Edit Roles link > type project > Check "Ability to set Project complete" > Select Change Role
Repeat these steps for any of the roles that need to complete workflow projects :)
Is anyone else having issues with workflow with the interaction types that you use? We have multiple programs so how I have it set up is I have a project for tx plans but for each program. for example I have a tx plan for ARMHS and MH I then set each of them up with their own workflow project by program and they each have their own interaction type for that program. However when I change one it changes the other to what I just updated let's say Mental Health. I am getting really annoyed. I did not even copy one from the other and they are different tx plans as well. Anyone else notice this?
Teresa with North Homes Children and Family Services
Has anyone experienced the workflow module not working today? All of our staff has complained about their workflows popping up from 2014. Even after sorting and filtering it still shows all of the projects in the module.
We would like to have a Workflow to remind staff when an authorization form needs to be completed to request more sessions. We currently use the MN Universal Form, UCare Auth Form and the DHS MA Auth Form. I am trying to figure out how to set-up a workflow so that the right form is attached to the related record. Thanks for your ideas!
Customer support service by UserEcho