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Navigating Data Entry Workflow

Welcome to the GoRev Navigating Data Entry Workflow Tutorial. In this tutorial, we will focus on the process of Navigating the Data Entry Workflow Module in GoRev.

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1 : Navigating to the Data Entry Workflow Module

As a GoRev User, the Data Entry Workflow Module will allow you to Create New Data Entry Workflow ItemsEdit Existing Data Entry Workflow ItemsView Data Entry Workflow Items, and Complete Data Entry Workflow Items. To begin, click on the “Data Entry Workflow” button present in the Clinic Modules Toolbar.image.png

2 : Utilizing the "Add" Function

At this point, the Data Entry Workflow Module will appear on your device. In order to Create a New Data Entry Workflow Item, first, begin by clicking on the “Add” button in this window.image.png

3 : Entering a Workflow Item Description

Once the Edit Workflow Item window becomes visible, please enter a Description of the Workflow Item into the corresponding field provided.
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4 : Uploading a Workflow Document

Next, please upload a Workflow Document to GoRev by clicking on the “Browse” button and uploading the appropriate PDF File from your device.
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5 : Opening the Item Status Drop-Down Menu

Now, in order to Define the Item Status of the Workflow Item, first, begin by clicking on the Item Status drop-down menu on your screen.
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6 : Selecting the "New" Option

After the drop-down menu appears on your device, please select the “New” option from this menu to continue the Creation of the New Workflow Item.
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7 : Saving the New Workflow Item

Once you are finished, click on the “Save” button in this window to finalize the Creation of the New Workflow Item.image.png

8 : Selecting the Appropriate Workflow Item

In addition to the Creation of New Data Entry Workflow Items, the Data Entry Workflow Module will, also, allow you to Edit Existing Data Entry Workflow Items. To begin, please select the appropriate Data Entry Workflow Item from the list on your screen.
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9 : Utilizing the "Edit" Function

Next, click on the “Edit” button in the Data Entry Workflow Toolbar.image.png

10 : Editing and Saving the Data Entry Workflow Item

At this point, the Edit Workflow Item window will appear on your device. To continue, please edit any of the information in this window that you require. Once you are finished, please save the Edited Workflow Item by clicking on the “Save” button in this window.
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11 : Selecting a Workflow Item to View

In addition to the modification of Existing Workflow Items, the Data Entry Workflow Module will, also, allow you to View the Uploaded Documents of Data Entry Workflow Items. To begin, please select the appropriate Data Entry Workflow Item from the list on your screen.
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12 : Utilizing the "View" Function

Now, in order to View the Uploaded Document of your selected Data Entry Workflow Item, please click on the “View” button in the Data Entry Toolbar.
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13 : Selecting a Workflow Item to Complete

Lastly, as a GoRev User, the Data Entry Workflow Module will, also, allow you to Complete a Data Entry Workflow Item. To begin, please select the appropriate Workflow Item from the list on your device.image.png

14 : Completing the Selected Workflow Item

Next, click on the “Work” button in the Data Entry Toolbar.image.png

After the selected Workflow Item become visible, please complete any necessary tasks for the item, and then close the Workflow Document.

15 : Understanding the Status Change of the Selected Workflow Item

While Viewing a Data Entry Workflow Item will not cause the item to disappear from the Data Entry Workflow Item list, using the Work function to Complete a Data Entry Workflow Item will cause the Item Status to change from New to In Progress.
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As a result, the, selected Workflow Item will no longer be present on your screen.

16 : Opening the Show Drop-Down Menu

Now, in order to View the selected Data Entry Workflow Item, first, begin by clicking on the “Show” button in the Data Entry Workflow window.
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17 : Locating the Selected Workflow Item

Once the drop-down menu becomes visible, please select the “In Progress” option from the list to view the selected Data Entry Workflow Item.
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18 : Utilizing Other Show Menu Options

Lastly, if you would like to view a list of Completed Workflow Items or a list of Workflow Items that are On Hold, please use the corresponding options from the Show drop-down menu present on your device to complete this task.image.png


Additional Resources

GoRev Support Team

If you have any questions, concerns, or problems regarding this GoRev Tutorial, please contact the GoRev Support Team by submitting an IT Support Ticket, by phone at 1-(317)-794-3900, and/or by email at ask@gorev.com.

Note: Always submit an IT Support Ticket detailing the problem that you are experiencing with this portion of GoRev, if possible, as this will give GoRev Support Agents access to information that will help expedite the resolution of your issue. If you are unsure how to submit an IT Support Ticket in GoRev, please see the IT Support Ticket Creation tutorial for assistance.

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