Overview

The OIPA Home page contains two tabs to accommodate a user with Workflow responsibilities

• Dashboard: The Dashboard tab contains the existing dashboard widgets available with prior releases.

• Workflow: The Workflow tab displays the generic Workflow queue and any number of business specific queues. This is presented when the user has access to at least one Workflow queue and the Workflow functionality is turned on.

The Workflow feature records manual intervention tasks generated either through automated processes or through manual intervention where a user manually adds a task to policies or clients.

Tasks are organized into queues to which users of specific roles may access. Users work on correcting the activities, policies, applications, and requirements. All the workflow task creation and updates are recorded in Workflow History and can be viewed by workflow users.

The two types of queues supported by this Workflow feature are a generic queue and multiple business queues created for specific business purposes.

The generic queue includes tasks from multiple business specific queues. This allows a team view of all tasks from a set of the business specific queues to which the logged in user has access. Typically managers or supervisors will assign tasks from this view and view a "complete picture" of work under their purview. The non-manager, non-supervisor team member will use this view to understand the "complete picture" of the work for the team with the same queue accessibility as the logged-in user. In OIPA the generic queue is titled the General Workflow.

The Workflow Tasks assigned to the logged-in user are organized into business specific queues. The configurator can define and name as many queues as per their requirement. Examples of these queues are Supervisor Review, Underwriting, Customer Service, Claims Supervisor Review, Claims, etc.

The Workflow functionality is turned on or off using a system property. When the functionality is turned off the Workflow features and pages described below are not visible and available to any User. When turned on the features below are visible and available.

Note: OIPA provides a new security control for the Add Workflow Task button. Administrators can control the visibility of the button by security group using the AddWorkflowTask checkbox in Rules Palette. OIPA displays the button only when workflow.enabled is configured as Yes in pas.properties and the user’s security group has AddWorkflowTask access enabled.