Agency Workflow Queues

Note: Users must have authority to access a workflow queue.

Workflow Queues allow agency users the ability of assigning tasks to a group of users as well as an individual. This is extremely helpful, because if a task is assigned only to an individual and that individual is out of the office for the day, the task could then be reviewed and processed by another user.

Generally speaking, Workflow Queues are a placeholder for tasks not currently assigned to an individual user. Users assigned to queues all have the capability to work on the list of tasks in the queues they are able to access. Agency Workflow Queues can be assigned at the agency level only OR they can be assigned at the agency level / company - state - line of business level as well.

Adding a Workflow Queue to an Agency

From the Workflow Queue node:

1. Select the Add An Agency Workflow Queue button to return the Add Agency Queue screen.

2. Select the workflow queue from the combo box (e.g., Underwriting Exceptions, New Loss, etc.)

3. Choose the type of queue from the combo box (e.g., General).

4. (Note: Only select if assignment is being made at the company / state / line of business level; otherwise leave blank). Choose the corresponding company / state / lob.

5. Click Save Agency Workflow Queue.

6. When the Workflow Queue screen returns, the Workflow Queue appears in the Grid View.

Repeat the procedure for any other queues needing to be added.

Delete a Workflow Queue

To delete a workflow queue:

1. Opposite the queue you want to delete, click the X (red X).

2. The workflow queue is removed from the list view.