Workflows can help your organization plan and track the work needed in order to remain in compliance. Workflows help your team prioritize and stay updated on assignments.
With workflows you can:
Define and create repeatable processes
Assign responsibilities to staff
Incorporate a review process into assigned tasks
Target timelines for completion of tasks and steps
Set recurring tasks and reminders
Check out the Workflows templates in cb Admin for both cb Engage and Providers. Administrators can also create custom Workflows that suits their organization's needs best.*
* Applies to Premium and Pro subscriptions only. Want workflows? Contact us to upgrade!
Workflows: cb Reporting
NEW: Get supervisor level insights into your organization's use of workflows with reporting.
These reports give you insights to:
Measure Efficiency - Time spent per process
Measure Success - Timely completion of process and process components
Workload distribution - Tracking workflow steps per staff assignee
Click the video to watch an overview of what's included on the Workflows Reporting Dashboard.
Workflows: cb Admin
NEW: Automate more with Workflows. You can now create recurring tasks in Workflows.
You can make a task recurring and/or set a deadline.
You can set the task assignee.
If the task is recurring, you will be asked how often it should repeat and when the workflow should end.
Click to enlarge the photo of setting up a recurring task.
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