Manage jobs, tasks and services

There are three main building blocks when using workflows in IRIS Elements Practice Management:

• Service — A service is a collection of jobs. IRIS Elements Practice Management collates several jobs to form one overall service to be provided to clients, such as VAT, payroll or annual accounts.
  • Add new service templates
• Job — Jobs in IRIS Elements Practice Management are a way to manage your workflow. A Job is a collection of tasks that you need to complete for a client.
  • All jobs list
  • Add new job templates
  • Start an ad hoc job
  • Compliance jobs
  • Production board and production dates
• Task — In IRIS Elements Practice Management, a task is an individual action such as, sending an email, uploading a document, making a call, or filling in a form.
  • Start an ad hoc task
  • Smart tasks — A task that is auto-completed by an external event IRIS Elements Practice Management Professional subscribers only.
  • Task list
  • Ad hoc tasks
  • Bulk tasks
    • Bulk cancel tasks
    • Bulk uncancel tasks
    • Bulk complete tasks
    • Bulk uncomplete tasks
    • Bulk reassign tasks
  • Task status

Use services to manage several jobs

You can add more than one jobs to a service and run them at different times or frequencies.

An example of this is the pre-loaded VAT Service. It contains several jobs, including:

• A one-off Set Up job (designed to gather all the information needed to relevant jobs from the service)
• Recurring VAT Return jobs, configured to run at different frequencies

This allows you to build a single workflow that can be configured to run for different client needs, rather than building a separate job for each.

For example, the VAT Set Up job runs as a one-off and is designed to gather information to drive the correct frequencies. This is done via the VAT details form built into the Set Up job, which prompts you to fill in information based on the client's VAT needs.