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How to Configure the Personal Effect Tracking Workflow
Who is this article for?Ideagen Quality Management administrators importing workflows.
Admin access is required.
Best in class workflows are pre-made workflows that you can import into your Workflow module.
The Personal Effects Tracking workflow is used to maintain a log of acquisition, storage, and release of personal effects.
This article outlines the recommended configurations that can be applied to the Personal Effect Tracking Workflow which is available for download in the Best-In-Class Workflow Download Center. This article has been split into the following sections:
- Associated Workflows
- Workflow-Specific Configuration Steps
- Default Responsible Parties & Recommendation for Update
- Further Reading
Looking for steps to import the workflow? Visit How to Import a Workflow for details.
1. Associated Workflow
The Personal Effects Tracking workflow is not designed to launch or be launched by any other Best-in-Class workflows. It can be used individually or in conjunction with any other workflows without required edits.
2. Workflow-Specific Configuration Steps
2.1. List Fields Requiring Update
The below lists required an update. List options can be added in the Custom Fields section within the Administration module.
| Field | Change |
|---|---|
|
Received From |
Update this field to identify the entities who may submit personal effects |
|
Storage Location |
Update this field to identify the potential storage locations for personal effects This field is part of the Personal Effects Information subform |
3. Default Responsible Parties & Recommendation for Update
The table below outlines the recommendations for changes to the responsible parties:
| Step | Default Responsible Party | Recommendations |
|---|---|---|
| Receive Personal Effects | All Users | By default all users will be able to initiate this workflow- update if you’d like to specify particular users who can initiate a personal effects tracking workflow. |
| Storage of Personal Effects | Medical Examiner Assigned | Update to the person(s) responsible for logging details around the release of personal effects. |
Note: “Workflow Initiator” is a placeholder and default Responsible Party. We strongly advise updating these steps to identify the specific individuals or groups responsible for these steps in your process.