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A workflow enables you to request approval to move the Brief/Amendment from one status to another. Chase allows you to set up an automatic workflow that will be used to request approval from managers or other users to move the Brief/Amendment status. You can also use manual workflows on documents to request approval or notify a user. The appropriate approver will then be notified that the Brief/Amendment requires their approval.


Below are steps to show you how to:

Step-by-step guide



Setup a Brief Workflow


  1. Navigate to Settings and click on the Workflow Setup item.



    The Workflow Setup screen appears. 

  2. Click the + (Add New) button on the Toolbar.



    The Set up new / edit existing workflow dialog appears. 

  3. Click the drop down arrow on the Applies to field, and select Brief.



  4. Click the drop down arrow on the Trigger field, and select Status Changed.



    Define the action the workflow must take in response to the trigger.

  5. Click the drop down arrow on the When From Value is equal to field, and select Draft.



  6. Click the drop down arrow in the When To Value is equal to field, and select Final.



  7. Click the drop down arrow on the Action Type field, and select Needs Action.  

    Needs Action: This means that when a User changes the status of the Brief, a workflow will be kicked off and an action needs to be performed.




  8. Click the Participants tab to select the Users who need to take action on the Brief.



  9. Click the + (Add New) button.



    A new line is added.
     
  10. Click the drop down arrow on the Respondent field, and select the relevant User.

    In this example, Francine was selected.

    By default, the Action field displays Approve / Decline as the action to be taken by the selected User.
  11. Check the Required checkbox. 



  12. Click the Create button.

    The Brief Workflow appears on the Workflow Setup screen, and it will be kicked off once the Brief status is changed from Draft to Final.



    For more details on how an automatic workflow gets initiated please follow this help topic: Initiating Workflow Process




Setup an Amendment Workflow


  1. Navigate to Settings and click on the Workflow Setup item.



    The Workflow Setup screen appears. 

  2. Click the + (Add New) button on the Toolbar.



    The Set up new / edit existing workflow dialog appears. 

  3. Click the drop down arrow on the Applies to field, and select Amendment.



  4. Click the drop down arrow on the Trigger field, and select Status Changed.



    Define the action the workflow must take in response to the trigger.

  5. Click the drop down arrow on the When From Value is equal to field, and select Draft.



  6. Click the drop down arrow in the When To Value is equal to field, and select Final.



  7. Click the drop down arrow on the Action Type field, and select Needs Action.  

    Needs Action: This means that when a User changes the status of the Amendment, a workflow will be kicked off and an action needs to be performed.




  8. Click the Participants tab to select the Users who need to take action on the Amendment.



  9. Click the + (Add New) button.



    A new line is added.
     
  10. Click the drop down arrow on the Respondent field, and select the relevant User.

    In this example, Francine was selected.

    By default, the Action field displays Approve / Decline as the action to be taken by the selected User.
  11. Check the Required checkbox. 



  12. Click the Create button.


    The Amendment Workflow appears on the Workflow Setup screen, and it will be kicked off once the Amendment status is changed from Draft to Final.


    For more details on how an automatic workflow gets initiated please follow this help topic: Initiating Workflow Process




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