Double click on the Workflow on the View Client With Workflows or click on the Add Action Button and select a Master Workflow.

Overview

This allows you to modify an active workflow which has been assigned to a contact.  It comes up after you add a workflow to the client so that you can modify any workflow event.  It will also appear when you double click on the workflow's name from the View Client With Workflows Screen.

If you are adding a NEW workflow, you must click OK from this screen to save the workflow to the contact's name.  If you click Cancel, the workflow will not be saved.

Description

Use this field to describe the Workflow itself.  This field will get copied into the Active Workflow as its description.

Description Examples

Quarterly Review Preparation

Annual Review Checklist

Sales Pipeline

New Client Setup

New Employee Setup

Reference

This is a freeform field you can use to further describe the workflow or associate it with some other event.

Workflow Type

This field is a list that is editable by users who have the security rights to edit lists.

Examples of Workflow Types

Review

Order Execution

Form Completion

Begin Date

This allows you to change the date the workflow begins.  I will cause all of the dates for the events to be recalculated based on the new begin date and the durations and wait days.

Priority

Priority will show on reports and will affect the order workflows are listed.  The Workflow Priority is the importance of the completion of the workflow.

Account

You can associate a workflow with an investment account by clicking on the Account Button.

Policy

To associate a workflow with a policy, click on the Policy Button.

Team

You can designate a team of advisors (Producers) so that revenue can be assigned to each team member in special team workflow reports.

Added By

This is the name of the user who added the workflow to the contact's name.  It would be the person you went to if you have questions on the workflow execution.

Status

The status is assigned by the system based on whether the total workflow is on schedule or behind schedule.

Completed

This is the date the workflow was completed.

Terminating Workflows

You can terminate a workflow before the last step.  It will show as terminated on the list.

Notification

Chose another Advisors Assistant user to notify when:

•The workflow is completed.

•The workflow is terminated.

•The workflow is deleted.

Notification is done through the Advisors Assistant messaging system, so messaging should be turned on for that user.

OK Button

OK saves your changes.  If you are creating a new Workflow, it is not saved until you click OK.

See Also

Workflows Overview

Assigning New Active Workflows

Workflow Events And The Calendar

Turning On Messaging

Workflow Conditional Branching

Sharing Workflows With The Workflow Library