Starting a Process

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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:

  1. Division
  2. Team Member
  3. Client
  4. Prospect
  5. Provider
  6. Employer
  7. Client Entity
  8. Person
  9. Service
  10. Member Account
  11. Syndicate
  12. Syndicate Deal
  13. Asset
  14. Liability
  15. 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:

  1. Navigate to the desired division.
  2. 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).
  3. Select a process type and complete the details in step 1 of 2 (required fields will appear in red). 
  4. When complete, click Next.
  5. The wizard will then automatically create tasks based on the process steps configured for the selected process type.
  6. In Step 2 of 2, you can adjust the tasks, add new tasks, or delete unnecessary tasks. 
  7. 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:

  1. Navigate to the desired team member.
  2. 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).
  3. Select a process type and complete the details in step 1 of 2 (required fields will appear in red). 
  4. When complete, click Next.
  5. The wizard will then automatically create tasks based on the standardised process configuration for the selected process type.
  6. In Step 2 of 2, you can adjust the tasks, add new tasks, or delete unnecessary tasks. 
  7. 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:

  1. Navigate to the desired client.
  2. 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).
  3. Select a process type and complete the details in step 1 of 2 (required fields will appear in red). 
  4. When complete, click Next.
  5. The wizard will then automatically create tasks based on the standardised process configuration for the selected process type.
  6. In Step 2 of 2, you can adjust the tasks, add new tasks, or delete unnecessary tasks. 
  7. 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:

  1. Navigate to the desired prospect.
  2. 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).
  3. Select a process type and complete the details in step 1 of 2 (required fields will appear in red). 
  4. When complete, click Next.
  5. The wizard will then automatically create tasks based on the standardised process configuration for the selected process type.
  6. In Step 2 of 2, you can adjust the tasks, add new tasks, or delete unnecessary tasks. 
  7. 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:

  1. Navigate to the desired provider.
  2. 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).
  3. Select a process type and complete the details in step 1 of 2 (required fields will appear in red). 
  4. When complete, click Next.
  5. The wizard will then automatically create tasks based on the standardised process configuration for the selected process type.
  6. In Step 2 of 2, you can adjust the tasks, add new tasks, or delete unnecessary tasks. 
  7. 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:

  1. Navigate to the desired employer.
  2. 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).
  3. 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). 
  4. When complete, click Next.
  5. The wizard will then automatically create tasks based on the standardised process configuration for the selected process.
  6. In Step 2 of 2, you can adjust the tasks, add new tasks, or delete unnecessary tasks. 
  7. 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:

  1. Navigate to the desired provider.
  2. 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).
  3. Select a process type and complete the details in step 1 of 2 (required fields will appear in red). 
  4. When complete, click Next.
  5. The wizard will then automatically create tasks based on the standardised process configuration for the selected process type.
  6. In Step 2 of 2, you can adjust the tasks, add new tasks, or delete unnecessary tasks. 
  7. 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:

  1. Navigate to the desired person.
  2. 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).
  3. Select a process type and complete the details in step 1 of 2 (required fields will appear in red). 
  4. When complete, click Next.
  5. The wizard will then automatically create tasks based on the standardised process configuration for the selected process type.
  6. In Step 2 of 2, you can adjust the tasks, add new tasks, or delete unnecessary tasks. 
  7. 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:

  1. Navigate to the desired service.
  2. 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).
  3. 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). 
  4. When complete, click Next.
  5. The wizard will then automatically create tasks based on the standardised process configuration for the selected process type.
  6. In Step 2 of 2, you can adjust the tasks, add new tasks, or delete unnecessary tasks. 
  7. 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:

  1. Navigate to the desired member account.
  2. 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).
  3. 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). 
  4. When complete, click Next.
  5. The wizard will then automatically create tasks based on the standardised process configuration for the selected process type.
  6. In Step 2 of 2, you can adjust the tasks, add new tasks, or delete unnecessary tasks. 
  7. 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:

  1. Navigate to the desired syndicate.
  2. 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).
  3. Select a process type and complete the details in step 1 of 2 (required fields will appear in red). 
  4. When complete, click Next.
  5. The wizard will then automatically create tasks based on the standardised process configuration for the selected process type.
  6. In Step 2 of 2, you can adjust the tasks, add new tasks, or delete unnecessary tasks. 
  7. 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:

  1. Navigate to the desired syndicate deal.
  2. 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).
  3. 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). 
  4. When complete, click Next.
  5. The wizard will then automatically create tasks based on the standardised process configuration for the selected process type.
  6. In Step 2 of 2, you can adjust the tasks, add new tasks, or delete unnecessary tasks. 
  7. 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:

  1. Navigate to the desired asset.
  2. 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).
  3. Select a process type and complete the details in step 1 of 2 (required fields will appear in red). 
  4. When complete, click Next.
  5. The wizard will then automatically create tasks based on the standardised process configuration for the selected process type.
  6. In Step 2 of 2, you can adjust the tasks, add new tasks, or delete unnecessary tasks. 
  7. 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:

  1. Navigate to the desired liability.
  2. 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).
  3. Select a process type and complete the details in step 1 of 2 (required fields will appear in red). 
  4. When complete, click Next.
  5. The wizard will then automatically create tasks based on the standardised process configuration for the selected process type.
  6. In Step 2 of 2, you can adjust the tasks, add new tasks, or delete unnecessary tasks. 
  7. 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:

  1. Navigate to the desired policy.
  2. 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).
  3. Select a process type and complete the details in step 1 of 2 (required fields will appear in red). 
  4. When complete, click Next.
  5. The wizard will then automatically create tasks based on the standardised process configuration for the selected process type.
  6. In Step 2 of 2, you can adjust the tasks, add new tasks, or delete unnecessary tasks. 
  7. When finished editing the tasks, select Save & Finish.

Your process will appear in the Policy's process list.

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