Documentation | User Guide

Documentation | User Guide

Link a status to a procedure

Workflow offers a series of statuses that can be assigned to a procedure. The status list is displayed from the pop-up window List of Procedure Status. This segment of the guide explains how to link a status to a procedure. The initial status of a new procedure must always be New.

Step 1 - Go to the Maintain Procedures page
  1. Go to the Procedure Information section;
  2. Click on the Maintain Procedures option. This opens the Maintain Procedures page (604:2003);

Step 2 - Link a status to a procedure
  1. Go to the List Of Procedures section;
  2. Search for the procedure to display;
  3. Click on the line of the procedure that is the subject of the request (the line becomes grayed and the button allowing you to link the status with the procedure is displayed in the section List of Possible Status for this Procedure). The statuses displayed in the list are configured on the page Maintain Procedure Status (604:2005);
  4. Click on the Create button. This action opens the List of Procedure Status pop-up window;

  1. Choose status using drop-down list;
  2. Complete the Is initial? field, if need be;
  3. Click on Create. This action confirms the status and refreshes the page Maintain Procedures.