What is a process?
A process is a routine activity that is conducted within your business. For example, preparing an advice document. Processes can be configured by your Practifi System Administrator and they consist of pre-defined steps that can be allocated to various team members. Process steps can have predefined outcomes and resultant actions such as marking the current process as complete and kicking off a subsequent process. The values of certain fields can also be updated (e.g. client stage). Processes are typically started from a service.
Processes can be started in the following contexts:
- Division
- Team Member
- Client
- Prospect
- Provider
- Employer
- Client Entity
- Person
- Service
- Member Account
- Syndicate
- Syndicate Deal
- Asset
- Liability
- Policy
Starting a Process for a Division
Processes for a Division can be started in two ways: via the Launcher menu in Division view and via the Processes tab in the sidebar.
To start a process from the Division view:
- Navigate to the desired division.
- Click the Launcher menu in the top navigation bar and select Start a Process. This will take you to the Create a Process wizard. (Alternatively, click the Processes tab in the sidebar and click the Add button).
- Select a process type and complete the details in step 1 of 2 (required fields will appear in red).
- When complete, click Next.
- The wizard will then automatically create tasks based on the process steps configured for the selected process type.
- In Step 2 of 2, you can adjust the tasks, add new tasks, or delete unnecessary tasks.
- When finished editing the tasks, select Save & Finish.
Your process will appear in the Division’s process list.
Starting a Process for a Team Member
Processes for a Team Member can be started in two ways: via the Launcher menu in Team member view and via the Processes tab in the sidebar.
To start a process from the Team Member view:
- Navigate to the desired team member.
- Click the Launcher menu in the top navigation bar and select Start a Process. This will take you to the Create a Process wizard. (Alternatively, click the Processes tab in the sidebar and click the Add button).
- Select a process type and complete the details in step 1 of 2 (required fields will appear in red).
- When complete, click Next.
- The wizard will then automatically create tasks based on the standardised process configuration for the selected process type.
- In Step 2 of 2, you can adjust the tasks, add new tasks, or delete unnecessary tasks.
- When finished editing the tasks, select Save & Finish.
Your process will appear in the Team Member’s process list.
Starting a Process for a Client
Processes for a Client can be started in two ways: via the Launcher menu in Client view and via the Processes tab in the sidebar.
To start a process from the Client view:
- Navigate to the desired client.
- Click the Launcher menu in the top navigation bar and select Start a Process. This will take you to the Create a Process wizard. (Alternatively, click the Processes tab in the sidebar and click the Add button).
- Select a process type and complete the details in step 1 of 2 (required fields will appear in red).
- When complete, click Next.
- The wizard will then automatically create tasks based on the standardised process configuration for the selected process type.
- In Step 2 of 2, you can adjust the tasks, add new tasks, or delete unnecessary tasks.
- When finished editing the tasks, select Save & Finish.
Your process will appear in the Client’s process list.
Starting a Process for a Prospect
Processes for a Prospect can be started in two ways: via the Launcher menu in Prospect View and via the Processes tab in the sidebar.
To start a process from the Prospect view:
- Navigate to the desired prospect.
- Click the Launcher menu in the top navigation bar and select Start a Process. This will take you to the Create a Process wizard. (Alternatively, click the Processes tab in the sidebar and click the Add button).
- Select a process type and complete the details in step 1 of 2 (required fields will appear in red).
- When complete, click Next.
- The wizard will then automatically create tasks based on the standardised process configuration for the selected process type.
- In Step 2 of 2, you can adjust the tasks, add new tasks, or delete unnecessary tasks.
- When finished editing the tasks, select Save & Finish.
Your process will appear in the Prospect's process list.
Starting a Process for a Provider
Processes for a Provider can be started in two ways: via the Launcher menu in Provider view and via the Processes tab in the sidebar.
To start a process from the provider view:
- Navigate to the desired provider.
- Click the Launcher menu in the top navigation bar and select Start a Process. This will take you to the Create a Process wizard. (Alternatively, click the Processes tab in the sidebar and click the Add button).
- Select a process type and complete the details in step 1 of 2 (required fields will appear in red).
- When complete, click Next.
- The wizard will then automatically create tasks based on the standardised process configuration for the selected process type.
- In Step 2 of 2, you can adjust the tasks, add new tasks, or delete unnecessary tasks.
- When finished editing the tasks, select Save & Finish.
Your process will appear in the Provider's process list.
Starting a Process for an Employer
Processes for an employer can be started in two ways: via the Launcher menu in Employer view and via the Processes tab in the sidebar.
To start a process from the employer view:
- Navigate to the desired employer.
- Click the Launcher menu in the top navigation bar and select Start a Process. This will take you to the Create a Process wizard. (Alternatively, click the Processes tab in the sidebar and click Add button).
- Select a process type and a related member account service if needed. This will relate the process to the employer and the member account service. Complete the details in step 1 of 2 (required fields will appear in red).
- When complete, click Next.
- The wizard will then automatically create tasks based on the standardised process configuration for the selected process.
- In Step 2 of 2, you can adjust the tasks, add new tasks, or delete unnecessary tasks.
- When finished editing the tasks, select Save & Finish.
Your process will appear in the Employer's process list.
Starting a Process for a Client Entity
Processes for a Client Entity can be started in two ways: via the Launcher menu in Client Entity view and via the Processes tab in the sidebar.
To start a process from the client entity view:
- Navigate to the desired provider.
- Click the Launcher menu in the top navigation bar and select Start a Process. This will take you to the Create a Process wizard. (Alternatively, click the Processes tab in the sidebar and click the Add button).
- Select a process type and complete the details in step 1 of 2 (required fields will appear in red).
- When complete, click Next.
- The wizard will then automatically create tasks based on the standardised process configuration for the selected process type.
- In Step 2 of 2, you can adjust the tasks, add new tasks, or delete unnecessary tasks.
- When finished editing the tasks, select Save & Finish.
Your process will appear in the Client Entity's process list.
Starting a Process for a Person
Processes for a Person can be started in two ways: via the Launcher menu in person view and via the Processes tab in the sidebar.
To start a process from the person view:
- Navigate to the desired person.
- Click the Launcher menu in the top navigation bar and select Start a Process. This will take you to the Create a Process wizard. (Alternatively, click the Processes tab in the sidebar and click the Add button).
- Select a process type and complete the details in step 1 of 2 (required fields will appear in red).
- When complete, click Next.
- The wizard will then automatically create tasks based on the standardised process configuration for the selected process type.
- In Step 2 of 2, you can adjust the tasks, add new tasks, or delete unnecessary tasks.
- When finished editing the tasks, select Save & Finish.
Your process will appear in the Person's process list.
Starting a Process for a Service
Processes for a Service can be started in two ways: via the Launcher menu in service view and via the Processes tab in the sidebar.
To start a process from the service view:
- Navigate to the desired service.
- Click the Launcher menu in the top navigation bar and select Start a Process. This will take you to the Create a Process wizard. (Alternatively, click the Processes tab in the sidebar and click the Add button).
- The service will prepopulate in the "Related To" field and the parent account will prepopulate in the "Entity" field. Select a process type and complete the details in step 1 of 2 (required fields will appear in red).
- When complete, click Next.
- The wizard will then automatically create tasks based on the standardised process configuration for the selected process type.
- In Step 2 of 2, you can adjust the tasks, add new tasks, or delete unnecessary tasks.
- When finished editing the tasks, select Save & Finish.
Your process will appear in the Service's process list.
Starting a Process for a Member Account
Processes for a Member Account can be started in two ways: via the Launcher menu in member account view and via the Processes tab in the sidebar.
To start a process from the member account view:
- Navigate to the desired member account.
- Click the Launcher menu in the top navigation bar and select Start a Process. This will take you to the Create a Process wizard. (Alternatively, click the Processes tab in the sidebar and click the Add button).
- The member account will prepopulate in the "Related To" field and the parent account will prepopulate in the "Entity" field if any or you can search for parent entity. Select a process type and complete the details in step 1 of 2 (required fields will appear in red).
- When complete, click Next.
- The wizard will then automatically create tasks based on the standardised process configuration for the selected process type.
- In Step 2 of 2, you can adjust the tasks, add new tasks, or delete unnecessary tasks.
- When finished editing the tasks, select Save & Finish.
Your process will appear in the Member Account's process list.
Starting a Process for a Syndicate
Processes for a Syndicate can be started in two ways: via the Launcher menu in syndicate view and via the Processes tab in the sidebar.
To start a process from the syndicate view:
- Navigate to the desired syndicate.
- Click the Launcher menu in the top navigation bar and select Start a Process. This will take you to the Create a Process wizard. (Alternatively, click the Processes tab in the sidebar and click the Add button).
- Select a process type and complete the details in step 1 of 2 (required fields will appear in red).
- When complete, click Next.
- The wizard will then automatically create tasks based on the standardised process configuration for the selected process type.
- In Step 2 of 2, you can adjust the tasks, add new tasks, or delete unnecessary tasks.
- When finished editing the tasks, select Save & Finish.
Your process will appear in the Syndicate's process list.
Starting a Process for a Syndicate Deal
Processes for a Syndicate Deal can be started in two ways: via the Launcher menu in syndicate deal view and via the Processes tab in the sidebar.
To start a process from the syndicate deal view:
- Navigate to the desired syndicate deal.
- Click the Launcher menu in the top navigation bar and select Start a Process. This will take you to the Create a Process wizard. (Alternatively, click the Processes tab in the sidebar and click the Add button).
- The syndicate deal will prepopulate in the "Related To" field and the parent client will prepopulate in the "Entity" field. Select a process type and complete the details in step 1 of 2 (required fields will appear in red).
- When complete, click Next.
- The wizard will then automatically create tasks based on the standardised process configuration for the selected process type.
- In Step 2 of 2, you can adjust the tasks, add new tasks, or delete unnecessary tasks.
- When finished editing the tasks, select Save & Finish.
Your process will appear in the Syndicate Deal's process list.
Starting a Process for an Asset
Processes for an Asset can be started in two ways: via the Launcher menu in asset view and via the Processes tab in the sidebar.
To start a process from the asset view:
- Navigate to the desired asset.
- Click the Launcher menu in the top navigation bar and select Start a Process. This will take you to the Create a Process wizard. (Alternatively, click the Processes tab in the sidebar and click the Add button).
- Select a process type and complete the details in step 1 of 2 (required fields will appear in red).
- When complete, click Next.
- The wizard will then automatically create tasks based on the standardised process configuration for the selected process type.
- In Step 2 of 2, you can adjust the tasks, add new tasks, or delete unnecessary tasks.
- When finished editing the tasks, select Save & Finish.
Your process will appear in the Asset's process list.
Starting a Process for a Liability
Processes for a Liability can be started in two ways: via the Launcher menu in liability view and via the Processes tab in the sidebar.
To start a process from the asset view:
- Navigate to the desired liability.
- Click the Launcher menu in the top navigation bar and select Start a Process. This will take you to the Create a Process wizard. (Alternatively, click the Processes tab in the sidebar and click the Add button).
- Select a process type and complete the details in step 1 of 2 (required fields will appear in red).
- When complete, click Next.
- The wizard will then automatically create tasks based on the standardised process configuration for the selected process type.
- In Step 2 of 2, you can adjust the tasks, add new tasks, or delete unnecessary tasks.
- When finished editing the tasks, select Save & Finish.
Your process will appear in the Liability's process list.
Starting a Process for a Policy
Processes for a Policy can be started in two ways: via the Launcher menu in policy view and via the Processes tab in the sidebar.
To start a process from the policy view:
- Navigate to the desired policy.
- Click the Launcher menu in the top navigation bar and select Start a Process. This will take you to the Create a Process wizard. (Alternatively, click the Processes tab in the sidebar and click the Add button).
- Select a process type and complete the details in step 1 of 2 (required fields will appear in red).
- When complete, click Next.
- The wizard will then automatically create tasks based on the standardised process configuration for the selected process type.
- In Step 2 of 2, you can adjust the tasks, add new tasks, or delete unnecessary tasks.
- When finished editing the tasks, select Save & Finish.
Your process will appear in the Policy's process list.
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