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Overview
Workflow Segmentation allows you to access details about both workflow-based and standalone tasks, along with the workflows assigned to clients. It helps you analyse work activity across your practice by showing how work is distributed, who is responsible for tasks, and the volume and status of tasks for each client.
Please make sure to go through How to Create Database Segments before proceeding. The concepts are the same, however, the fields to display are different.
There are two ways to create a workflow segmentation report in AdviserLogic.
Workflow Segmentation Via Tools
Go to Tools > Database Reporting > Workflow Segmentation.
Workflow Segmentation can be used to retrieve information about tasks (within and without workflows) and workflows that have been assigned to clients.
Workflow Segmentation Fields
There are 5 fields sets available to choose from in Workflow Segmentation and they are explained below.
Activities | This section relates to the changes that have been made to a task or workflow. The report can retrieve information about:
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Entire Workflow | This section provides information on the details of a Workflow assigned to a client that has been entered in such as Name, Title, Client Assigned To, Due Date, etc.
Users can also retrieve information about the current status of a workflow, such as Current task, Workflow stage, whether it has been started etc. |
Entity | This section includes just one field - the Referred By field from the client's Basic Information page. Additional fields may be added here over time. |
Task Notes | This section allows users to generate a list of Task Notes that have been added to tasks. Users can view the text within the note, as well as when the note was made, who added it, and several other key pieces of information.
Note that the Hourly Rate field requires additional data entry via the Tools > Practice Management > Users module - the Charge-out rate field for each user must be filled in for this Hourly Rate field to function. |
Workflow | Unlike its name, the Workflow fields relate to the Tasks themselves, for both tasks within a workflow and standalone tasks. |
Workflow Segmentation via Database Segmentation
Navigate to the Database Segmentation button in AdviserLogic following the Database segmentation instructions outlined.
Scroll down the Fields to Display List, and open the Workflows options.
Select all the requisite fields and Save.
Once the fields have been saved these can be further filtered by selecting Define Filters.
Selecting Download will generate an Excel report based on the fields and filters applied.
