Operations

How to Register a Client
Client registration facilitates the seamless registration of new clients in our system and enhance your ability to track and manage client information effec...
Tue, 2 Jul, 2024 at 11:16 AM
How to Open a File
Opening a file for a client is important because it ensures organized, personalized and compliant service delivery, which varies depending on the services o...
Mon, 22 Jul, 2024 at 4:28 PM
How to Add File Progress and Bring Ups
Capturing progresses and bring ups for your clients is important for maintaining transparency, ensuring timely updates, and addressing issues promptly. It h...
Mon, 22 Jul, 2024 at 4:36 PM
How Archive Files
Archived Files This helps the file management process by boxing closed or dormant files, so as to focus on active files. You are able to view files in diff...
Tue, 2 Jul, 2024 at 11:24 AM
Time Tracking -How to Add Time
Time Tracking is a tool that enables users to record time for both working with client matter and time spent working on an office task and thus keep track o...
Tue, 2 Jul, 2024 at 11:26 AM
To Access Time Tracking Reports
Time tracking comes with various reports These reports provide detailed insights into how time is being spent on various tasks handled with different indiv...
Tue, 2 Jul, 2024 at 11:26 AM
How to Raise a File Instruction
Instructions: This section contains all the file instructions registered in the system.  We have clerical and they gives directions on what should be done ...
Wed, 24 Jul, 2024 at 4:17 PM
How to Raise Office Instructions
Office Instructions serves in managing and processing various requisitions within the office. They also follow a specific workflow for them to be processed....
Wed, 24 Jul, 2024 at 4:18 PM
How To View Instructions Reports
Steps to view the instruction reports: 1. Log into StartAZ.io 2. Navigate to the "Operations" module and select the "Instruction" l...
Tue, 2 Jul, 2024 at 11:28 AM
How to Access File Status Reports
File status reports typically provide a comprehensive overview of the current state of files. Each type of report is tailored to the specific needs of the f...
Tue, 2 Jul, 2024 at 11:29 AM