Instructions:

This section contains all the  file instructions registered in the system. Has two categories that is the clerical and client account requisitions. Clerical instructions gives directions on what should be done assigned by a specific user. The client account instructions focusses more on financial items being requested to take care of the clients disbursements. Both instructions follow a specific workflow to ensure streamlined execution.

The instructions can be marked depending on the urgency of it. Can either be Low, Normal and High priority to notify the receiver. Instructions also have a Turn-Around-Time (TAT) which is the period it is supposed to be completed. 

It allows you view the status of the instructions which can be (not checked, in progress, pending acceptance) Upon completion a notification is sent to the respective emails to notify on completion.

Steps:

  1. Log into the system
  2. Go to "File Management module" scroll down to "Instructions" section within the file management module then click on "File Instructions" link to send an file requisition 
  3. Click on the "Add new Instruction" button on the top left
  1. A “New Instruction” sheet will pop out
  2. Complete all the required details accordingly on the pop up form, required to fill date, instruction type, instruction category, Turn-Around-Time and receiver 
  3. For the client account instruction which requires cash, scroll down on the description section and make a quick description of the services charged for and amount. Add the item by clicking on the Add button then proceed to select the approver.
  4. Click on the “Send Instruction” to submit once done. The instructions will need to go through  approval, acceptance, execution and completion processes as per the work flow.