Overview
The overview screen allows Users the ability to manage the users assigned to Jobs the ability to create a Job Template. The Job Templates can view to see how many tasks are within the template as well as to view the usage of the job template.
Users
Selecting a user it will display all of the pending jobs assigned to the user.
Bulk Reassign
If a situation arises where all pending jobs assigned to one user need to be reassigned to another user. For example, if an employee has left the firm or has gone on leave.
To Bulk Reassign please follow the steps below.
1. Select
2. From the new table which appears after selecting Replace User, input the User that is no longer intended to complete the jobs under Old User.
3. Select the User intended to take up the new jobs under New User.
4. Once the Old User and New User has been added Press
5. After pressing Update the system will ask if this is the intended change, Select OK if this is the desired change.
Job Templates
The Job template allows users to create and assign job templates to selected funds. Once a Job Template has been created all of the Templates will display on the Workflow Overview.
The table will be sorted by the name of the Job Template, the number of tasks within the Job Template, the Repeat Period of the template, and the usage of the Job Template.
How to Create a Job Template
1. Select on the Workflow Overview screen.
2. After selecting the Add Job Template, enter the name of the new Job Template and then press the save icon
3. Enter the relevant details of the Job Details in the table shown.
Details
|
Screen Options
|
Explanation
|
|---|---|
| Job Name | Input the name of the Job Template |
| Assignee | Select the user of the intended to complete the Job |
| Description | Enter a description of the Job Template |
Dates
|
Screen Options
|
Explanation
|
|---|---|
| Default Start Date | Input the start of this Job Template |
| Default Due Date | Input the desired Due Date of the Job |
Repeat
|
Screen Options
|
Explanation
|
|---|---|
| Repeat Period | Select if the Job Template is repeated and if the frequency of the period. |
Auto Assign
|
Screen Options
|
Explanation
|
|---|---|
| SMSFs | Select the checkbox if the Job Template can be assigned to SMSFs |
| Trusts | Select the checkbox if the Job Template can be assigned to Trusts |
| Companies | Select the checkbox if the Job Template can be assigned to Companies |
| Individuals | Select the checkbox if the Job Template can be assigned to Individuals |
Tasks
|
Screen Options
|
Explanation
|
|---|---|
| Sequential Tasks | Select Yes if there are sequential tasks to be completed for the Job Template. |
| Task | Input the name of the Task |
| Assignee | Select the user of the intended to complete the Task |
| Start Date | Input the start of the Task |
| Due Date | Input the desired Due Date of the Task |
| Set Job Status | Enter the Job Stage of the Task. |
Apply Template
|
Screen Options
|
Explanation
|
|---|---|
| Bulk Attach | Select the entities to be attached to this Job Template |
| Bulk Unattach | Select the entities to be unattached from this Job Template |
| Show Template Usage | View the usage of the Template |