Continue a myEpic Workflow

You can continue myEpic workflows that have been suspended. By default, only your own suspended workflows display in the list. You can add the ability to view others' myEpic workflows on the View Other Employees tab in Employee Detail.

If you access Applied Epic through a web browser, you must install the Epic Desktop Connector and the Workflow Viewer from Help > Connection Suite to use the myEpic Workflow Viewer.

1. Click myEpic on the options bar or menubar, or press [F11].
2. In the myEpic Workflows pop-up window, access the Suspended tab.
3. Your suspended workflows display in the list. You can narrow the list if necessary.

   Use the search bar above the list to specify the workflows that you want to see.

   These are the choices in the first dropdown list:

   1. • Account Code
      • Account Name
      • Policy Type
      • Policy Number
      • Policy Description
      • Policy Effective
      • Policy Expiration
      • Workflow Name
      • Suspended
      • Current Step
      • Reason
      • Comments

   The choices available in the second dropdown list vary, depending on the selection you made in the first dropdown.

   1. • Equals: Enter the search criteria (e.g., the full description, folder name, etc.) in the field to the right, or select the correct date from the dropdown calendar (if applicable). Click Find.
      • Contains: Enter at least one letter or number of the search criteria (e.g., part of the description, claim number, etc.) in the field to the right. Click Find.
      • Within Range: Enter two different calendar dates to search between. Click the down arrow to the right of each field to choose dates from the dropdown calendars. Click Find.

   1. To see the filter that is currently applied to the list, hover over the Search where text.

4. You can change the columns that display in the list if you wish.
   1. Click the Select Columns link label on the right side of the header bar.
      
      The Select Columns window displays.
   2. Select the checkbox next to each column that should be in the list.
      
      Deselect the checkbox next to each column that should be removed from the list.

   

   3. Columns will appear in the order in which they are listed. In the example above, Code would be the first column, and Association would be the last. To move a column up or down in the list, click the appropriate columns, and then click the up arrow or down arrow to change the order.
   4. Click OK or press [Enter] to save your changes.
      
      Click Cancel to close the window without saving your changes.
5. When you click a workflow in the list, any remarks that were added the last time the workflow was suspended display in the Comments section. Clicking Suspend History shows all suspensions for the selected workflow. Clicking a suspension shows its Comments. Click Close to return to the myEpic - Workflows window.
6. Click to highlight the correct workflow and then click the arrow .
7. The workflow steps display on the left in the order in which they occur, beginning where you last left off. As you complete each item, click Next.
   
   Note: Certain workflows allow you to click Back to change the data on a previous step. If the Back button is disabled, you cannot return to a former workstep.
8. Workflow steps that are preceded by a question mark icon require you to answer a question before proceeding. When you get to the step, you must make a selection.

9. When you complete the last workstep, click Finish.
   
   If you cannot finish the workflow, you have the following options:
   •  Suspend Workflow: Stop the workflow at the current step so that it can be completed later.
     1. Click Actions > Suspend Workflow.
     2. In the Suspend Workflow pop-up window, choose the Reason for the suspension and add any pertinent Comments.
     3. To assign the workflow to yourself or to a different employee, select the Yes radio button and locate the desired employee’s Employee code in the dropdown menu. The Employee Name displays based on your selection.
     4. Click Finish.
   •  Discontinue Workflow: Stop the workflow without saving any changes to the current screen. Data entered on previous screens is saved.
     1. Click Actions > Discontinue Workflow.
     2. You are prompted: "Do you wish to discontinue this workflow?" Click Yes.