Configuring Workflow Category and Workflow Subcategory

Organize your workflow A series of tasks generated based on an event or form submission. definitions by Workflow Category and Workflow Subcategory, which are supplied in the system or that you create. Categories can have an unlimited number of subcategories. A subcategory can only belong to one category.

Examples follow:

Workflow Category	Workflow Subcategory
3P Event	3P Creation
3P Event	Risk Update
3P Event	Linked Case Assigned to a third party profile related to a questionnaire sent for response, due diligence investigation, or other action.
3P Renewal	3P Status Third-party Status used for searching, for example, Active or Inactive. Approval Status is a subset of the Status. See Approval Status. Case Status used for searching, for example, Only Open Cases or Only Closed Cases. Renewal
3P Renewal	Custom Date Renewal
3P Renewal	Form A form is a questionnaire to gather information. Renewal
formSubmission	Intake Form
formSubmission	DDQ Due Diligence Questionnaire which can be sent to third parties for response. Questions can be added to a risk model to use in determining the overall risk rating for a third party.
formSubmission	Attestation

Create a Workflow Category

1. Select Settings, Content Control, then Workflow Builder. Workflow Builder displays in a separate browser tab. 

2. From the left menu, select Configure Values.

3. On the page, select the Reference Codes button to create a new code or select the Edit link to update an existing code.
   Add or update:

   • Code: Enter the name of the Category. This is an internal reference and is not seen by the end user. A Code cannot be changed later, only deactivated.

   • Description Enter a description.

   • Domain: Select the Domain item WorkFlowCategory.

   • Meaning: Enter the end user meaning, which is the label users will see in the system and on reports.

   • Active: Select to activate (display) or deselect to deactivate (hide).

   • Order: Enter the order the Category will display in the user interface. If all values are the same, they will display alphabetically.

4. Select Save.

Create a Workflow Subcategory

1. Select Settings, Content Control, then Workflow Builder. Workflow Builder displays in a separate browser tab. 

2. Select Configure Values.

3. On the page, select the Reference Codes button to create a new code or select the Edit link to update an existing code.
   Add or update:

   • Code: Enter the name of the Subcategory. This is an internal reference and is not seen by the end user. A Code cannot be changed later, only deactivated.

   • Description Enter a description.

   • Domain: Select the Domain item WorkFlowSubcategory.

   • Meaning: Enter the end user meaning, which is the label users will see in the system and on reports.

   • Active: Select to activate (display) or deselect to deactivate (hide).

   • Order: Enter the order the Subcategory will display in the user interface. If all values are the same, they will display alphabetically.

   • WorkFlowCategory: Select the workflow Category this Subcategory applies to.

4. Select Save.