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Streamline your workflow management process with a simple and intuitive interface. Easily claim, work on, and complete tasks with just a few clicks. Stay organized and on top of your activities.
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Receive Additional Data Click on the Workbench link to open up your Work Item List. To work on an Activity you must first click the Claim button.
After you click the Claim button for the Activity you want to work on the page will refresh. The Activity Name is now a hyperlink. Click on the hyperlink to begin working on the Activity.
Click the Yes button and enter the Date Received. Then click the Continue button.
On this screen you can click the Expand All link to see all of the case specific data but it is not required. Click the Continue button.
To finish this Activity click the Complete Task button. Once you click the Complete Task button the Project will move to the next Activity in the Workflow and you will not be able to edit any of the information you entered.
After clicking the Complete Task button you’ll need to click the Maximize button to see your Work Item List.
When your Work Item List loads click the Refresh button to see if there are any new Activities.
