A Predefined Workflow is activated automatically in response to a change in document status. When there is a status change to a document, a Workflow initiated message will appear, explaining the action the Workflow took.
This workflow is set up in the Configuration. Not all users are able to set up a workflow but in most agencies, the Client Service and Production users can.
To view details of all Workflows activated in response to your actions, check the Workflows Created tab on your Chase Home page. To view details of all actions required by you in response to a Workflow, check the To Do tab on your Chase Home page.
The Manual Workflow requires a manual action to be performed on a document. If an action is taken, a Workflow initiated message will appear, explaining the action taken by the Workflow.
The action is taken from the Workflow Action button that appears on each document.