Configure the Workspace Site

What Workspace is and what you can configure

Workspace is a focused, task-oriented site with everything claims adjusters, claim examiners, and claim supervisors need to carry out all of their core responsibilities, from case intake through resolution. Workspace, just like the Control Panel, is highly configurable and allows you to tailor your application to best fit your needs.

Though Workspace comes pre-configured with a variety of helpful views, KPIs, grids, and other information-dense interface components you can easily make additional configurations to the interfaces that support Workspace.

This page is for admins configuring the user interfaces and user experiences for Workspace.

Configure interfaces for Workspace

Connected Claims is a suite of apps and objects built on the Appian platform. You can edit and configure these objects and apps in Appian Designer, just like you would for any other app or object.

Behind the scenes, Workspace is an Appian site with site pages and supporting interface objects. If you want to make configurations to the interfaces for the Workspace or Claims page, simply open the interface objects for those pages in Designer and make desired changes.

To make configurations to the interface for the Workspace or Claims page, open the Connected Claims Base app in Designer and find the interfaces named CCM_SitePage_Workspace_InternalUser and CCM_SitePage_Claims.

To learn about configuring interfaces, see our interface content or check out the interface tutorial. Note that interfaces used by Workspace may use functions that are specific to Connected Claims and cannot be used in interfaces for other apps.

Examples of Workspace configurations

While you can configure the Workspace pages to best fit your use case, here are some common Workspace configurations:

• Add additional components or data.
• Remove unnecessary components or data.
• Create views tailored specifically to your claims adjusters.
• Add KPIs and operational dashboards specifically for your claims examiners and supervisors.
• Change default interfaces to meet your own branding and UX standards.

The following examples show how you can configure the interfaces for Workspace to work best for you.

Enlarge the My Due Dates calendar view

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Refocus the interface on the claims view and add KPIs header

Scroll or drag to pan · ⌘+/⌘− to zoom · Esc to close

Change default interface to use branding colors

Scroll or drag to pan · ⌘+/⌘− to zoom · Esc to close

To learn more about our UX design best practices and how to implement your own designs, see the SAIL Design System documentation.

Customize Workspace branding in the Solutions Hub

In addition to making changes directly to the interfaces for Workspace, you can also make image and branding configurations for Workspace in the Solutions Hub. Contact the Connected Claims Solution Support team for assistance.

The Solutions Hub provides options for common branding configurations, including:

• Logos
• Typography
• Color schemes
• Button shape

To align the solution with your corporate brand, you can customize the default images by uploading your preferred images through the Solutions Hub.

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