Workflow Tab

The Workflow tab only appears when viewing a case associated with a workflow.

Previous Item
Switches to the previous workflow task in the user's inbox.

Next Item
Switches to the next workflow task in the user's inbox.

Process/Finish Task
Process the current workflow task by selecting a processing option.

Case Header
Edit the case header information.

Delegate
If allowed a user can delegate task to another user.

Delete
Users with necessary rights can delete an instance.

Add File
Save a new file to Therefore™ and link it to the current workflow instance.

Claim
This option is only available when a user opens an instance without claiming it.

Unclaim
A user can unclaim an instance claimed from a group. The instance will then return to the group.

History
View a graphical representation of the workflow history.

Reroute
Users assigned the Operator security permission are authorized to redirect active workflow instances.