Workflow Queues

Workflow Queues contain individual workflow steps that can be assigned to a queue to be worked by another person. For example, a "Send Documents" workflow step may need to be handled by the mailroom. As the workflow is worked, the user completes the steps and is presented with a "Send Documents" step. The user is notified that the workflow step is assigned to another user. Once the mailroom accesses the workflow queue and performs the Send Documents step, the user performing the workflow is able to complete the remaining workflow steps on the account.

To Access a Workflow Queue

Within the Work section of the ribbon, click the Queues drop-down. Select Workflow.

The Workflow Queues tab appears containing a list of available Workflow Queues.

Only workflows that have an Active status are displayed within the list.

From this screen users can view contents of a queue by highlighting a queue and clicking View Queue Contents.
A new tab opens displaying a list of workflows to be worked.

Double-clicking an item from the list or highlighting and clicking Open Account opens the account in the workspace. By default, the workflow step to be worked is opened. When the workflow step is completed, it is removed from the list.