Workflow - Threads: SOA Thread Example

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  Threads Overview The purpose of this guide is to provide instruction on how to activate a Thread against a client record. Threads and tasks are essential components of XPLAN. A Thread is a series of Tasks related to each stage of the Advice Process. ...

• Workflow - Threads: New Client Thread Example

  Example Overview: New Client Thread  <Description> Activate and Test the Thread Learn how to test a Thread by activating it against an example client. To view the IRESS Insights Video, please view the following link here. (Created by Anthony ...

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  Thread Customisation Overview The purpose of this guide is to provide instruction on how to customise a Thread. A thread is a series of related tasks, designed to follow a certain process. Threads are used to help build business efficiencies and ...

• Ultimate Guide to Threads

  Threads Course Overview  What is this about? This course aims to provide you with the necessary skills on managing your Workflow using Threads through your XPLAN site. A thread is a series of related tasks, designed to follow a certain process. ...

• Workflow - Threads: Link Review to a Thread Template

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