How To: Workflow Actions

Table of Contents

Click on a topic from the list below to learn more about this feature. Alternatively, click 'Start Guide' to view the entire guide.

1. Update a Registration for a Client
2. Set the Claim Status to Submit Requests to the DSAR Service Provider
3. Set the Claim Status to Submit Requests to the OCR Service Provider
4. Set the Claim Status to Claim Verification
5. Accept a Claim
6. Reject a Claim