This facility allows you to create the structures needed to provide flexible service level agreement (SLA) reporting from the existing data.
To enable meaningful reporting on processes, you will be able to create business process templates that can be linked to schemes via an SLA template. The processes within the system can be linked to a template to create a business process. Functions within a process can be linked to a system process, so that the system processes can be tailored per scheme for reporting purposes. A further breakdown of activities can be linked to these functions.
Example:
|
Template |
Normal Monthly Income Cycle |
|
|
Business Process |
System Process |
Process Function |
|
Monthly Income Cycle |
Member Data |
Load Payroll File |
|
Amend Member Data |
||
|
Calculate Expenses |
||
|
Check Contribution Validation |
||
|
Calculate Remittance Advice |
||
|
Authorise Remittance Advice |
||
|
Income Batch |
Select Batch |
|
|
Authorise Batch |
||
|
Income Receipting |
Capture Deposit Allocation |
|
|
Authorise Deposit Allocation |
||
|
Investment |
Fax Investment Advice |
|
|
Capture Payment |
||
|
Authorise Payment |
||
|
Benefit Payment |
Withdrawal |
Initiate Claim |
|
Authorise Claim Form |
||
|
Realisation |
||
|
Adjust Benefit |
||
|
Tax Directive |
||
|
Tax Details |
||
Reports can also be linked to a team structure to enable them to be generated automatically and e-mailed to the appropriate recipients. This could be to a regional manager, admin manager, team leader, or for the administrator as a whole (i.e. head office).
Log in to the system from the Logon page.
Click infrastructure.
The Welcome screen will be displayed.