Workflow

If there’s an active workflow within your case you’ll see an extra item above your search bar. This item can be uncollapsed by clicking on it, giving you a full overview of the workflow.

The overview of the workflow shows the different states and assigned buckets to users. States might be accessible to multiple users (depending on the workflow settings), but buckets are user-specific. There are three reasons why you might not see the Workflow section in your workspace:

  1. The section is collapsed on your screen, please press the Workflow button.

  2. There is no workflow set up for your case.

  3. You do not have access to the workflow.

States

You can see if a state is accessible to you by the icon next to the state name. If the icon is a stack of layers, you can access this state. If the icon is a prohibition sign, you do not have access to that particular state.

Which state is the active state can be recognized by the green background on that state. Clicking on a state will set the state to active, which sets a filter on the data to the items in that state.

Buckets

A workflow may have a state with (multiple) bucket(s). Unlike workflow states, buckets are user specific and are only accessible to that specific user. A case manager or other reviewers can set documents to your bucket for you to review.

Moving documents

Moving documents from one state (or bucket) to another is quite simple in INDICA. Select the documents you wish you move. The button next to the different states will then change from ‘Select documents first’ to ‘Select next state’. Once you’ve selected a state or bucket, the button will turn blue and show ‘Set x documents to statename’. Once this button is clicked, the documents will be moved to your selected state. See image below for an example.

If you’ve selected a state which also has buckets, you will get a prompt in which you will be asked if you want to move the documents to the specific state, or if you wish to distribute the documents over the different buckets.