Setting Workflow Rules

Account administrators can automate study assignment and report delivery by setting workflow rules for their organization.

Set workflow rules by following these steps.

  1. Navigate to the Admin page from the header link at the top of the page.
  2. Click the Workflow Rules link. Existing rules are shown in the Rule list.
  3. Add a new rule by clicking Add a Rule.
  4. Select the rule's status from the drop-down list. Only Active rules are applied to UltraLinq's workflows for your organization.
  5. Select the parameters for the rule from the drop-down lists. Rules can assign studies or deliver reports to users when the study is uploaded or finalized.
  6. Click Save to add the new rule to the Rule list.
  7. To edit an existing rule, click the rule in the Rule list. Change the rule's status or parameters, and click Save.

    Note: While a rule cannot be removed, a rule can be made inactive by switching its status from Active to Inactive.

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