Skip to main content

HATS Procedures

Procedures define multi-step workflows that can run manually on cases or be triggered by automations. Configuration is org admin only.

Open procedures​

  1. Expand Settings in the sidebar.
  2. Click Procedures (/hats/procedures).

Procedure list​

The list shows configured procedures with name, description, and status. Click a row to edit.

Create or edit a procedure​

  1. Open a procedure or create new.
  2. Define procedure metadata (name, description, triggers).
  3. Add steps — each step defines an action, form, or task template.
  4. Save the procedure.

Edit procedure steps​

  1. From procedure detail, open a step (/hats/procedures/[id]/steps/[stepId]).
  2. Configure step fields, tokens, and behavior.
  3. Save changes.

Steps can reference case field tokens (e.g., client name, vendor admin phone) for dynamic content.

Run a procedure on a case​

End users run procedures from case detail — not from this admin page:

  1. Open a case.
  2. Use Actions → Run procedure.
  3. Select the procedure and confirm.

See Case Actions and Tasks.

Best practices​

  • Name procedures clearly (e.g., "Post-enrollment welcome sequence").
  • Test on a non-production case before wide rollout.
  • Coordinate with automations for hands-free triggering.

See Automations.