Outstanding workflows
There are several scenarios where a document will appear in the Outstanding workflows list.
Scenarios
The Document Type is flagged to go for approval. Refer to the Send for Approval checkbox on the Document Profile.
The client is flagged so that all documents go for approval. A flag must be set against the specific client(s) in your Practice Management system. You should contact Support if you want to implement this option.
A document is manually sent for approval from the processing area (refer to the Send for approval section in the ATO SmartDocs Legend).
In all scenarios above, the document turns orange on the ATO SmartDocs processor’s list and a workflow is created in the Outstanding tab in iWorkflow, to be actioned by the assigned person. That person must approve or not approve the document.
Documents can be approved individually or via the Bulk approval process in iWorkflow.
If a document profile is set up with approval required, the system can be configured so that the assigned staff member receives an email advising them that an iWorkflow has been allocated to them.
A task will then be visible to that staff member under the Outstanding tab in iWorkflows.