Written by Steve Mahy

Workflow - Progress Update

Over the last few months we have been busy working on a suite of new features for JCS, which we plan to release by the end of 2019. “Workflow” is a broad term, meaning different things to different people, so here is an overview of what to expect in the initial Workflow release:

  • The Workflow system is implemented by creating “Tasks” which are the individual elements (‘to do’) of each Workflow.
  • It will be possible to create templates of Tasks, which are called “Workflows”. At any time, a user will be able to select from a menu of these Workflows to initiate a pre-defined sequence of Tasks.
  • These Workflows may be a linear sequence of Tasks (where one Task starts after a previous Task is completed), a group of Tasks, which can be pursued simultaneously, or any combination of the two. The rules of Workflow templates will allow for a great deal of flexibility of Task progression, which will be able to model all real world scenarios.
  • There will be a new concept in JCS: “Groups”. It will be possible to assign JCS Users to any number of Groups and you will be able assign Tasks to either individual Users or Groups. Users will be able to find Tasks which have been assigned to them personally but also Tasks which have been assigned to Groups of which they are a member.
  • It will be possible to look at Tasks from the “higher” level of Workflows, to see which Workflows are in progress and what their status is. You will be able to drill down to see which Tasks in a Workflow have been completed, which Tasks are currently in progress and which Tasks will be created in the future when the current Tasks are completed.
  • When upgrading to the Workflow system, Diary Reminders will automatically be migrated to “Tasks”. It will be easier to find Tasks which are outstanding, which are linked to particular Client or Case, or which are assigned to a particular JCS User.

After the initial release of these features we intend to continue to develop Workflow in JCS. Depending on demand, this may include enhanced reporting, greater automation of commencing Workflows, or integration with third party software.

We will soon be in a position to offer pre-release demonstrations of the features described above. If you would like to have a sneak preview then please contact us.