Edit Department & Workcategories & Checklist
In ERPCA you will find some predefined standard layout of services as departments like GST, INCOME TAX, COMPANY LAW, ACCCOUNTING etc. which is the most unique feature that ERPCA offers. You also have the rights to customize these checklist as per your practice. You can also add/edit/delete/inactivate Departments, Work-categories, and checklist as per your preference.
To Manage the Department, Work-categories, and task checklist you need to navigate to "Workflow -->Edit Workflow".
Please refer the below figure to understand the options available.
After clicking on Edit Workflow the following window appears-
From Here you can add and edit departments or and also make them inactive.
Here you can create new work-categories for respective departments.
From here you can import checklist for newly created workcategories
In ERPCA we have divided each work category into 3 segments, Doc Required, Activity List, and Outcome Document.
- Doc Required : These are list of document which needs to be collected from clients for any task.
- Activity List : These are the activities which needs to be performed to complete the process of any work category.
- Outcome Document : These are list of documents which needs to be shared with the client after completion of the task.
Note: On clicking the numbers given below for Doc required, Activity List or Outcome Document of a particular Work category, a drop down appears with all the whole list.
Now, here you can add, delete or edit any activity as per your requirement. A sample Screenshot is given below for the Documents required for your ready reference.
Further, Activity list i.e. the activities that needs to be done at your end, can be added deleted or edited as well. The % wise weight-age of all the activities can be set here. Please refer below given screenshot for your better understanding.