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Reverts are used to categorise Amendments that are created in Chase as Internal or External Reverts. Internal Reverts are not chargeable to clients as they are initiated within the agency. External Reverts are amendments from the client and are typically chargeable after a certain number of Amendments. The Job Amendments/Reverts Workflow is used to track Reverts on a Job by counting the number of Job Amendment documents in Chase. 



Below are steps to show you how to set up a Job Reverts Workflow.


Step-by-step guide



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



    The Workflow Setup screen appears.

  2. Click the + (Add line) 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 Job Reverts.



  4. Click the drop down arrow on the Trigger field, and select a condition that will trigger this workflow.

    In this example, Total Amendments (Reverts) created more than {Value} per Job was selected.




  5. In the When Value Greater Than enter the number of reverts that will trigger the workflow.

    For this example, 2 was entered.



  6. Click the Action Type drop down and select the type of workflow this is.

    Notification Only was selected.

    Please note that is the only valid choice for this workflow.



  7. Click the Additional Filters tab.



  8. Click the + (Add New) button.



  9. Click the Field Name drop down and select a field to which the condition will apply.

    The following options are governed by the Revert Type field on Amendments.

    Internal Reverts - these are changes made within the agency.

    External Reverts - these are changes requested by the Client.

    Unspecified Reverts - this will check for Amendments where the Revert Type field was left blank.

    Other Reverts - any custom revert types that were created by the Chase Administrator. These are created from Lookup Codes.

    For this example, External Reverts was selected.



  10. In the Comparison field select a condition that will be used to compare the item (External Reverts) selected in the Field Name.

    In this example, Greater Than was selected.



  11. Enter a value against which the Field Name will be evaluated in the Value field.

    For this example, 2 was entered.



  12. Click the Participants tab to select the Users who need to be notified in the Job Reverts workflow.



  13. Click the + (Add New) button.



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

    By default, the Action field displays Notify as the action to be taken and no other options can be applied for this type of workflow


    In this example, Francine was selected.




  15. Click the Create button.


    The Job Revert Workflow appears on the Workflow Setup screen, and it will be kicked off once more than 2 Client Reverts are created on a Job.


    Due to the type of workflow check this is, you might only receive the notification the following day. 




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