To view the task path workflow for a support provision type

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The procedure to view the task path workflow for a support provision type is as follows:

  1. Navigate to Quick Menu > Support > Configuration > Support Types. The Support Type Configuration window is displayed.
  2. Expand a classification heading and select a support provision type from the alphabetical list, or enter its name into the Search Case Types field. By default the list is filtered to show Current support types. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations 1.
  3. Click on Tasks. The Tasks tab is activated, revealing a list of all task path workflow structures linked to the support provision type 2.
  4. Highlight the row matching the specific task path workflow structure to be analysed.
  5. Click on View Task Path. The Task Path Creator window is displayed.
  6. Click on Path. The Path tab is activated.
  7. 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 support provision type 3.
  8. 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 is covered separately in the topic Understanding the task path creator.
  9. Click on Close.


Note

1 The Search Case Types field will match against any element of the support provision type 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.


See related topics...

Support provision type maintenance overview

To define the automatic task path for a support provision type

To configure the workflow structure of a task path definition

Understanding the task path creator