Instructions:
Clerical instructions are non-monetary tasks that involve assigning specific duties or actions to relevant team members. These instructions are administrative in nature and focus on operational processes, ensuring smooth management and documentation within the system
Steps:
- Log into the system
- Go to "File Management module" or "Case Management Module" scroll down to "Instructions" section then click on "File Instructions" link
- Click on the Add New Instruction button located at the top left of the page.
4. A “New Instruction” sheet will pop out. Complete all the required details accordingly on the pop -up form, required to fill date, client, file, instruction type, instruction category, Turn-Around-Time, receiver and the instruction details.
6. Click on the “Send Instruction” to submit once done. Once submitted the instruction will need to go through acceptance, execution and completion processes as per the work flow.
Note
Both clerical and office account instructions follow a structured workflow to ensure streamlined
Request Submission - An instruction request is initiated and sent for processing.
Approval - The request undergoes a review and approval process.
Acceptance - Once approved, the request is formally accepted for execution.
Execution - The accepted request is then executed according to the specified instructions.
Completion - Upon execution, the request is marked as completed.
This workflow ensures that all instructions are handled efficiently and systematically, maintaining order and accountability in the process.