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Job positions and the job holder

  • Create a new workflow system: Video 2/5 - Job positions, job holder and the pool
  • What is a job position and what can they do?
  • How do the partner/manager job positions work.
  • How to de-link client partner and/or manager from a workflow system.
  • How to add a new job position.
  • How to rename a job position.
  • What is the difference between the Preparer and Holder?
  • What is the job holder?
  • Job holder examples: Set job holder (if empty)
  • How to automatically change the job holder as the job progresses.
  • What is the regular preparer field?
  • What is a pool screen?
  • How to use the pool screen and allocate jobs from the pool.
  • How to activate/deactivate the pool screen.
  • How does a job enter/leave the pool?
  • How to allocate all payroll (etc) jobs to one person.
  • How to use the bulk staff allocation tool
  • How to block progress on a job that has no preparer set

Categories

  • Basic concepts
  • Job frequencies
  • Stages and steps
  • Job positions and the job holder
  • Deadlines and target dates
  • Job fields
  • Workflow actions
  • Multiple routes
  • Multiple sub-systems
  • Common scenarios
  • Example flows
  • Dashboards
  • Reporting
  • Bulk operations
  • FAQ - Workflow management
  • Workflow Management - Other
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