How to use the system to reduce your workload

Workflow offers you a complete practice management view point and call to action baseline so you can manage projects and advice positions.

Highly effective, it covers all the needs of Larger AFSLs and small Practices - and if you need even more features, it integrates seamless with all our modules and because every Practice is different, it’s easy to customise it to your needs linking directly into your Client File Notes.

The system offers you the ability to effectively manage the Practice in real-time.

This means you now have the ability to have a high level view of what open and active files are being handled by your staff.

Each Workflow provides you with a detailed position of 'Where Files are at' during pre and post advice position. 

How to access Workflow

You can access the status and workflow position from 3 key areas;

• Direct from your Dashboard View.
• Direct from your Client file.
• Direct from your Staff Action View titled 'Practice Actions' on your Dashboard.

When you first view the High level position of your Practice Action page you will notice that the system defines the;

• actions.
• roles.
• commencement date.
• staff member assignment.
• link back to client file notes.
• key discovery/required actions.
• Time monitoring function, colour coded for ease of understanding.

Template Management

The system allows you to build customised templates to suit the task within your office.

For example you may have a set way in which you conduct a 'new client' process. In this case you can design a template to match your office process as easily as writing a note.

Simply go to the Workflows tile, you will be taken to a screen that offers you the ability to create or edit a template.

Next, click on Managed Templates.

Next click on the + symbol and you will see a 'pop-up' screen appear.

You will see below you have 4 fields to complete.

1. Type of Task.

2. Duration in days- that is how long this task should take to complete.

3. Name of the Task.

4. Description of the Task.

Adding a new Task

The process for adding a new task is straight forward once you have set up your template.

As you can see from the example below;