Learn what a workflow is as well as how you can use this in managing a case.
A Workflow is a questionnaire developed by your organization to have a standard process that case managers go through. For more articles on Workflows and how you can set up Workflows in your organization, check out our Workflow Knowledge Base.
Organizations can use just one Workflow or they can create different Workflows for different types of misconduct, locations, or even languages. For more information on why you would want to have more than one Workflow, read our Why might I need more than one Workflow knowledge article .
As you investigate a case, you will answer the Workflow questions that your organization has put in place. These questions can be contained on only one page or it can be a "stepped" questionnaire with different pages of questions like the example below.
Questions with a red star next to them are required questions and you will not be able to proceed to the next step of the Workflow until they are answered.
Workflows help case managers to apply a systematic, repeatable process to each investigation they manage, as well as provide them with information on the steps they need to take in each investigation. For some areas of misconduct or in specific countries or jurisdictions, there are specific processes that need to be followed and Workflows helps you with this.