Workflow Types

Note: Users will need the authority, "Edit Workflow Types," (Diamond Administration group) to access and use this function.

Colors associated with different Workflow Types are set up here and can be shown on tasks of the same Workflow type in the Task List Calendar. Companies are able to set default colors for each Task Type and users can override the set color with a color of their own choosing within the task itself on the Calendar. Please Note: These task specific colors can only be edited by a specific user. Once the task has been transferred, the color is then reset and the default Workflow Type color will then be used. Any Tasks that are past due are automatically displayed in red regardless of other color choices.

Edit Workflow Type

On the Employee Web Main Menu, choose Utilities / Administration / Users and Workflow Queues / Workflow Types.

Opposite the Workflow type you wish to assign a color, click the pencil icon to display the Edit Workflow Type screen.

• Description: Protected field; Workflow Type you will be editing.
• Delete with Claim Closure: Defaults to No but can be changed to Yes. If "Yes" is selected, when a claim is closed, tasks associated with the Workflow Type are automatically deleted.
• Default Escalation Days: User defined; the number of days it takes to escalate the task from "Normal" to "Urgent."
• Calendar Color: Choose from the list presented or select Custom Color to present a screen where you can make your own color. If you have chosen a custom color, an X displays opposite the color when you click OK. If you do not like your custom color, simply click the X to the right of the Calendar Color. This clears the field for selection or choosing another custom color.
• Save: Click to retain your selection. The color selected is shown opposite the Workflow Type on the Grid View.