Using the Issues WorkBench (SK)
To access the Issues WorkBench, navigate to the Issues Screen and create an Issue. The Issues WorkBench is dynamic based on the specific actions to be carried out for the specific issue. There are 10 possible items:
- Letter Inquiry
- Description Letter
- Reconciliation Letter
- Trust Letter
- Reporting Letter
- Checklist
- Undertaking
- Adjust
- Payout
- Calendar
The Description can be used in the applicable documents, such as a reporting letter. The selector icon will open a popup with a list of your saved clauses.
Note: In the popup, [Description] is from the Description area in the Issues Workbench.If you select text and right-click the clause, you will see the various editing options.
If there is a corresponding document for the action available, a blue Create Document will be near the bottom of the Action Item List. The blue link will state the document that will be merged for viewing. For example, clicking the Create Document - Trust Letter will merge the Trust Letter document.
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Related Categories
Billing, Accounting Integrations, Admin Functions & Reports
File Creation, Document Creation, and other general topics
Province-specific information for AB clients
Province-specific information for BC clients
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Province-specific information for SK clients
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