Administration
Automation
Workflow Automation is where When / If / Then automations are built and tested. It is useful for designing and checking rules. It does not yet run them against live activity.
Written for: Organisation administrators · RCM operations leads
How to get there
ArkCloud RCM → RCM Operations → Automation
The tabs
| Field or control | What it means |
|---|---|
| Automations | Create, edit, enable and duplicate When / If / Then rules (Admin). Stored, and not evaluated on live events. |
| Templates | A link to letter templates - see templates. |
| Testing | The simulator: run a rule against a sample event and see which conditions matched and which actions would run. A test run carries out none of the actions; the test itself is recorded. This is the only place a rule is evaluated. |