Investigation request workflow

Unassigned investigation requests

  1. When an investigation request (caseResearchRecord) is added to the case, the status is set to Pending and a work queue assignment called Unassigned Investigation Requests is created. Anyone with the Investigator Supervisor Workflow Role has the assignment in their queue.

    Add workflow role

  2. Click the work queue to view the list of unassigned investigation requests:

    Unassigned Investigation Requests Queue

  3. Assign the investigation request by clicking the red Unassigned under the Assigned column:

    Unassigned link

  4. Click + to navigate to a directory search where you can select the request assignee:

    + button to click when adding an assignment
    Search and select the Directory person to assign

  5. The chosen assignee is listed in red under the Assigned column. The action of assigning the request closes out the workflow. This work queue drops off the queue on screen refresh:

    view the assigned person

  6. Cancel the investigation request by clicking the results and selecting Cancel in the dropdown:

    Result
    Cancel result

    This action also closes out the workflow, and the work queue drops off the queue on refresh.

    The workflow is also closed out when the status is manually changed to Completed or Canceled inside the Update Investigation Request form.

    Set status to complete

Assigned investigation requests

  1. Once an assignee is set on an investigation request, a work queue called Investigation Requests is assigned to the request assignee:

    The Assignments screen with the Investigation Requests link

  2. Click the work queue to show the list of unassigned investigation requests:

    The Work Queue screen

  3. When the request is complete, click the results and select Complete in the dropdown:

    The results link
    The results status dropdown with Complete highlighted

    This changes the status of the request to completed and closes out the workflow. The work queue drops off the queue on refresh.

  4. You can reassign the request by clicking your username in the Assigned column.

    The username link in the Assigned column

  5. Click + to navigate to a Directory Search where you can select the new request assignee:

    The + button
    Search and select the Directory person to assign

  6. You can cancel the investigation request by clicking in the results:

    Result

    Then select Cancel in the dropdown.

    Cancel result

    This action also closes out the workflow, and the work queue drops off the queue on refresh.

    The workflow is also closed out then the status is manually changed to Completed or Canceled inside the Update Investigation Request form:

    Set status to complete