Specify a Code and Description for this Item

Description

Enter a description of the Workflow Item. This should be a description that easily identifies this Workflow Item.

Optionally enter a unique code of up to 25 characters. A short but meaningful code is best.

A code is only applicable if it is to be referred to from an Outcome Action or a Script.

Uncheck to prevent a User from flagging this item to Not Applicable.

Define if this group is to be repeated for each Client. Each Client must be completed for the next one is processed.

Specify the Account Roles to repeat this Groups Items for.

Check to filter on Clients linked to the Account defined as a signatory.

Check to filter on Clients linked to the Account defined as receiving mail.

If licenced for Security Register, check to filter on Clients linked to the Account defined as a debtor when registering a security statement.

Uncheck to all the User to complete the Items out of order.

Checking will ensure that any Not Applicable items must also be completed in order. Ie, can only be actioned when they are the current item.

Enter any applicable notes to assist the User. These notes can contain HTML Tags.