Process Profile Actions Child Form

Modules>Case Management>Find, Query, or Add Process>Process Profile

The Process Profile has the Actions child form that records actions related to the process.

You can see several icons that perform various actions when clicked. They are:

Icons		Actions
		expand/close icon to expand or close a child form.
		goto record icon to view that record's profile page.
		add icon to add a new record to the child form.
		edit icon to edit a record on the child form.
		delete icon to delete a record on the child form.
		grandchild form icon to expand or close a grandchild form.
		new window icon to open a child form in a new window.
		more info icon to see more information about the a record on the child form.
		linked headings to sort the records.
		refresh the data in the form.
		export the data to a quick report for download.

Using the Actions Child Form

Click the icon in the Actions child form header to add an action to the list. The Add - Case Action Setup pop-up window opens. Once you have completed the fields explained in the table below, and then click the Save button. The action that you just created appears in the Case Workflow Process Profile screen.

The process name appears in the process field.

Field Name	Required?	Description
action	Required	Select the name of the action from the drop-down list. Click the edit icon to edit the selected action. Note: Keep in mind that if this action has already been applied to a case, these changes will also appear under that case the next time it is viewed. Use caution when making changes. Click the add icon to add a new action.
sort order	Required	Enter a number to indicate where on the list of process steps this action should go. For example, the first step could be sorted as 1, the second as 2, and so on. To allow room between actions you should specify a sorting order in intervals. For example, using intervals of ten, your sorting order would be 10 for step 1, 20 for step 2, and so on. This space allows you to return to the process and insert new actions between existing actions.
tickle days	Required	Enter a number to indicate the number of days from task creation a user has to complete the task. If the action should be completed by the expiration of three days, enter 3 in the tickle days field. For example, if the case is entered and the first step created on 12/15, the due date for that step will be 12/15 plus the indicated number of tickle days. When the first step is completed and the next step is created, on 12/18, for example, the due date for the next step will be 12/18 plus the indicated number of tickle days.
next action	Optional	Select the name of the next action in the workflow from the drop-down list. You may also add the next action under the actions child form on the Case Workflow Process Profile screen. Click the edit icon to edit the selected action. Note: Keep in mind that if this action has already been applied to a case, these changes will also appear under that case the next time it is viewed. Use caution when making changes. Click the add icon to add a new action.