The Custom Pipeline Flow feature allows superusers to create specific workflows reflecting key pre-admission stages. Each custom pipeline will contain a specified list of opportunity statuses corresponding to that process stage.
User Management Requirements
You must be a Super User to manage Pipeline Flows.
Important: Creating custom pipeline flows will eliminate any system default flows already present.
Creating Custom Pipeline Flows
Complete the following steps to create a custom pipeline flow.
- Navigate to Admin > Preferences > Custom Pipeline Flows.
- Select Add a New Flow.
- Enter a desired Flow Name.
- Select your desired opportunity statuses to correspond to this pipeline flow.
- Once completed, click the Save Flows button.
- The Admissions Pipeline will now display the new flow you have created.
- If you select a pipeline flow the pipeline grid will display all the corresponding treatment opportunities.
Updating Existing Custom Pipeline Flows
To update an existing custom pipeline flow, follow these steps.
- Navigate to Admin > Preferences > Custom Pipeline Flows.
- Select the eye symbol on your desired pipeline flow.
- Once selected, the pipeline flow will be highlighted in yellow so that the flow you're working on is clearly indicated.
- Proceed to add any additional Treatment Opportunity Statuses as needed. Once completed, select Save Flows.
Deleting Custom Pipeline Flows
Complete the following steps to remove a custom pipeline flow.
- Navigate to Admin > Preferences > Custom Pipeline Flows.
- Select the trash can icon on the pipeline flow you would like to delete.
Landing Page Dashboard
Once you have begun using the Custom Pipeline Flows feature, the Pipeline Flow widget on the landing page dashboard will display the related information.