BPM software – General Workflow – Starts with the CUSTOMER
VerityBeyond BPM - GRC New Customer
In the customer management view, we can onboard, update and define a customer.
To initiate a service request SOP workflow for a customer, select the customer Activities
My workflows select an SOP workflow
Start order, this will initiate the SOP workflow to manage the certification / order request for the customer.
In the same way, a certification workflow can be run for a customers asset. Select the customer
Manage asset select the asset certify asset
Select workflow Start certification.
VerityBeyond BPM-GRC | New Customer
In theSetup New Customer window, you will enter the customer's contact information and specify the customer type, whether they are a regular customer, employee, or contractor.
New Customer and Category
New Customer type and category
It is very important to select what type of customer and category he belongs to.
The workflow initiates with the customer, who may be internal (within the organization) or external. You can select the type of customer by going into the type field
and select from the pulldown menu All activities are ideally centered around the identity of the customer or organization, whether they are making a service request,
purchasing an e-commerce product, managing a supply chain asset, or initiating a general service inquiry.
Our Customer
TheCustomers page offers a comprehensive list displaying all customer records stored in the system. Click on the costumer's ID
My details - Costumer's Page
This is where you now select theWorkflow from the pulldown menu or the list of SOP workflows that have been created in your site.
make sure you click on Start Order Under Applications you can Add new assets and manage them also.
New Customer Asset
This is where you now select theWorkflow from the pulldown menu or the list of SOP workflows that have been created in your site.
make sure you click on Start Order Under Applications you can Add new assets and manage them also.
Manage Assets
This is where you now select theWorkflow from the pulldown menu or the list of SOP workflows that have been created in your site.
make sure you click on Start Order Under Applications you can Add new assets and manage them also.
Our Customers
Our Customer
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The
Customerspage offers a comprehensive list, displaying all customer records stored in the system. Each entry in the table corresponds to a distinct customer, whether affiliated with your organization internally or externally.