Manually Process Activities

Use this tool to process activities manually per agency-branch combination. Processing activities executes the follow-up actions defined in the activity detail. For information on scheduling activities to process automatically, see Process Activities.

Note: This article contains printing instructions that are only applicable if Applied Epic is installed locally on your computer. If you access Epic through a web browser such as Google Chrome, Mozilla Firefox, or Microsoft Edge, you cannot print directly from within the system. See Printing for more information about the printing capabilities available from Epic Browser. All other steps in this article are applicable to both methods of accessing Epic unless stated otherwise.

From the Home screen, do one of the following:

Click Procedures on the navigation panel.
Click Areas > Procedures on the menubar.
Click the down arrow next to Home on the options bar and select Procedures.

From any other area of the program, do one of the following:

Click the down arrow to the right of the Home options bar button and select Procedures.
Click Home > Procedures on the menubar.

Click Activities on the navigation panel or Areas > Activities on the menubar.

Click Manually Process Activities on the navigation panel.

A list of agency-branch combinations displays. Click on the agency-branch for which you wish to schedule a time to process activities.

Note: For instructions on adding or editing an agency, see Agency Configuration.

Do one of the following:

Click the Edit button.
Press [Enter] on your keyboard.
Double click the agency.

In the Distribution Manager Alternates section, select the Queue printed items checkbox if you want to queue the items to be printed later. If this checkbox is not selected, documents print as specified on the Distribution tab in Attachment Template Configuration.

To print the communications resulting from this procedure immediately, make a selection in the Printer dropdown menu. The printer selected in Process Activities Configuration defaults in this field.

Enter a Fax number (and an Ext if applicable) if you also want to send the resulting documents to a fax machine.

Error reports will be sent to all recipients listed in the Error Report section:

Add a Recipient
1. Click the Add button to the left of the Recipients list.
2. In the Available Recipients pop-up window, enter the Employee name.
To look up an employee, click the lookup button to the right of the field. Choose the Name or Employee code radio button. Enter at least one letter of the name or code and click Locate. Click on the name of the desired employee and click Finish or press [Enter].
1. In the Delivery Options section, select a Printer if applicable.
2. Enter an Email address if applicable, or select an email address from the dropdown menu. If you enter an email address, make a selection in the Attach as dropdown menu.
3. Enter a Fax number if applicable, or select a number from the dropdown menu.
4. Click Add to add this employee to the Recipients list and immediately add a second employee.
Click Finish to add this employee to the Recipients list without adding additional employees.

Click Cancel to close the window without adding the employee to the Recipients list.
Edit a Recipient
1. Click on the Employee in the list.
2. Click the Edit button to the left of the list.
3. In the Available Recipients pop-up window, make changes to the Printer, Email, Attach as, and Fax # fields as necessary.
4. Click Finish to save your changes.
Click Cancel to close the window without saving your changes.
Delete a Recipient
1. Click on the Employee in the list.
2. Click the Delete button to the left of the list.

Click Finish to save your changes.

Click Cancel if you do not wish you save your changes. You are prompted, "Do you wish to discard changes?" Click Yes.