To view the task path workflow for a generic case classification

The procedure to view the task path workflow for a generic case classification is as follows:

Navigate to Quick Menu > Generic Case > Configuration > Generic Case Types. The Generic Case Type Configuration window is displayed.
Expand a category heading and select a generic case classification from the alphabetical list, or type its name into the Search Case Types field. By default the list is filtered to show Current case classifications. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations 1.
Click on Tasks. The Tasks tab is activated, revealing a list of all task path workflow structures linked to the generic case classification 2.
Highlight the row matching the specific task path workflow structure to be analysed.
Click on View Task Path. The Task Path Creator window is displayed.
Click on Path. The Path tab is activated.
Use the Version drop-down field to ensure that the correct variant of the task path is displayed i.e. a diagrammatical representation of the Live workflow structure linked to the generic case classification 3.
Use the Expand () and Collapse () icons in conjunction with the magnification slider () to drill down on a particular branch, lane or node cluster. The operation of these diagrammatical controls are covered separately in the topic Understanding the task path creator.
Click on Close.

Note

1 The Search Case Types field will match against any element of the classification description.

2 Separate task path workflow structures cannot coexist for the same company across overlapping effective periods.

3 All component building blocks inherent within the task path workflow structure are available for viewing only.

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