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Workflow When a case is received by the company and initial details have been entered and saved into Argus Safety, its status in the system becomes 'New' or 'Data Entry'. Various actions may be required before a case makes the transition from one workflow state to another. Example: The case may require review, letters may need to be issued, the case may need to be reported elsewhere in the company, or regulatory reports need to be submitted to regulatory authorities. The case can be closed after all outstanding actions have been carried out and it flows through its life cycle. For each stage in case processing, Argus Safety enables responsibility for cases to be assigned to specific user or group of users. Configuring Case Workflow Configuring case workflow involves configuration of: ■ Workflow States ■ Workflow Rules
Configuring Workflow States: This screen enables you to configure the workflow states. Tip: Click Add New to add a new workflow state to the list of existing workflow states. Use the following to add workflow states
- Enter the name of the workflow state under State Name. Tip: This name is displayed as Case Status in the General Information section of the Case Form.
- Enter the description of the workflow state under Description.
- Select the site to be associated with the workflow state from the Site drop-down list.
- The drop-down list is populated with the configured user sites.
To modify workflow rules
- Select the appropriate Filter Criteria. ■ Execute the following steps to apply a filtering criteria to search for specific workflow rules. ■ Select the check boxes to enable the drop-down lists containing a filtering criteria. ■ Select the appropriate filtering criteria from the drop-down lists. ■ Click Search to remove the selected criteria or click Apply Filter to apply the selected criteria. This displays the search results under Total Number of Rows.
- The entities in Total Number of Rows display the From and To states, the Advanced Condition, Group, Normal Time/Max Time and Number of User Defined Attributes in the Workflow.
- Select the rule displayed under Total Number of Rows that needs to be modified.
- The Modify Workflow Rules section is populated with information about the selected rule.
- Select the original state of the workflow rule from the From drop-down
Tip: Select the No Access option to disallow users outside the transition's group to open the case when it follows the transition. Select the Read-Only option to enable users outside the transition's group to view the case, but not to modify it. Select the Read/Write option to enable users outside the transition's group to modify the case when it follows the transition.
- Specify the checklist of items to appear under Checklist.
- Define custom attributes for a workflow rule under User Defined Attribute.
- Click Save to save the changes made.
Configuring System Numbering This screen enables you to specify the case numbering preferences. Select System Configuration --> System Numbering to view the System Numbering screen. Field Descriptions The following table lists and describes the fields for this section.
To configure system numbering
- Select the Numbering feature as required. This can be manual numbering or automatic numbering of cases.
- Select the Sequencing Options as required.
- Select the Numbering Format. Tip: To customize the Numbering Format, use the placeholder values. Example: To select Country Code, Month and Year (as values to be incorporated from the database) as the Case numbering format, execute the following steps. ■ Click on Country Code. This appears in the Numbering Format field. ■ Click on Month. This appears in the Numbering Format field next to the Country Code. ■ Click on Year. This appears in the Numbering Format field next to the Country Code and Month. The final data listed in the Numbering Format field is the Case Numbering Format.
- Click Save to save the changes made.
Configuring LAM System Numbering This section enables you to specify the case numbering preferences for LAM cases. The system provides the ability to use multiple case numbering schemes for global use. For example, if site is used in the numbering, the system provides the option to keep separate sequences for each site. Select System Configuration->LAM System Numbering to view the LAM System Numbering screen
Configuring Field Labels This section enables you to change field label names and hide or display fields in the Case Form. Select System Configuration --> Field Labels to view the Case Form Field Configuration screen. Tip: The Case Form tabs appear in the left panel and are categorized as folders. Each folder contains all the field labels associated with that section. For example, the General Tab in the Case Form contains sections such as Study, Follow-Up, Case Literature etc.
