If you need to 'pick up where you left off' in a workflow, or have made changes to your Action Item Workflow template, you can add a specific AI to a claim and continue your process from that point forward.
While in a claim, open the Action Items tab
From there, you can select the ADD DEFAULT ITEMS (blue link text)
- Add all starting action items from this workflow
- Add a specific action item from this workflow
Option 1 will insert ALL Action Items from the existing Workflow template (located in Admin / Action Items.)
Option 2 will insert just one Action Items from the existing Workflow template (located in Admin / Action Items.)