There are three four main building blocks when using workflows in IRIS Elements Practice Management:
- Task — An individual activity that needs to be carried out, such as sending an email, uploading documents, making a call or filling in a form
- Smart task — A task that is auto-completed by an external event IRIS Elements Practice Management Professional subscribers only.
- Job — A collection of tasks that you need to complete for a client. Job Templates - are used to configure the set of tasks
- Service — A collection of jobs
Use services to manage several jobs
You can add more than one job 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.
IRIS Elements Practice Management enables you to manage the jobs, tasks and services that your practice provides.