Task Management is a module for Alinity designed to improve administrative work-flow. In many situations, queries are run to find records requiring follow-up. For example, you may need to contact registrants who are late renewing, or you may want to follow-up on new application records that are ready for review. Defining queries to locate those records is simple enough but the follow-up still relies on staff to remember to run those queries frequently. It also requires supplemental methods (usually yellow sticky notes!) to keep track of completed follow-ups and those remaining to be done.
- Automatic Task Assignment and Alerts
- Out-of-the-box and Customizable Task Triggers
- Integrated Task Followup
Automatic Task Assignment and Alerts
The new Task Management module offers a much more automated alternative. Rather than relying on you to find where follow-up is required, it recognizes those situations automatically and pushes tasks and alerts to your dashboard for you to work through. For example, suppose a registrant enters a new employer on their renewal form and your policy is to review that information before adding it to your master list of employers. When the form is submitted, a task to do the review is automatically added. When you open the task, a link is provided to give you one-click access to the new employer information where you can make updates and/or confirm the information.
Other common task examples include follow-ups for overdue renewals, notifications for application or renewal forms that are ready for review, follow-up tasks for requests entered on the website and real-time alerts when someone encounters an error updating their profile.
Out-of-the-box and Customizable Task Triggers
Tasks can be automatically generated for a very wide range of scenarios. This is accomplished through configuration of “task-triggers.” There are several standard triggers available out-of-the-box that fit most situations but if you have a unique requirement, you can work with our configurators to get it setup.
Integrated Task Followup.
You can also integrate task follow-up into the Correspondence module to receive texts or emails about overdue tasks.
Like all modules in Alinity Version 6, the Application module is fully web-based and mobile-device compatible. No installation is necessary. All Alinity V6 modules run equally well on PCs, Macs, smartphones and tablets by applying responsive web design (RWD) technology that dynamically changes layouts to fit various screen sizes.