Using Checklists in Activity Factory

 

A checklist ensures that the required documentation for a particular business process is complete. In Activity Factory, the checklist function prevents users from passing tasks to the next sequence until all checklist items that are marked as mandatory are complete.

Applications

Consider the examples of checklists below:

Loan Application Requirements

• Photos, Proof of Billing
• Application Forms
• Payslips
• Land Titles or TCTs)

Employee 201 Records

• Resume
• NBI Clearance, Police Clearance
• Recommendation Letters
• Application Forms, Employment Contracts
• Employee Information Sheets
• Non-Disclosure Agreements

Billing and Collection Attachments

• Billing Invoices
• Signed Delivery Receipts
• Statements of Accounts (SOAs)
• Official Receipts

Disbursements

• Quotations
• Purchase Orders
• Checks
• Invoices
• Signed Vouchers

Benefits

 

Audit Friendly

Makes audits easier, by having all the supporting documents in 1 place. Minimizes the need to go look for records during audits.

 

Proof of delivery or proof of billing

Makes transactions transparent and well documented.

 

Disputes

Avoid disputes by having complete paperwork at hand.  This minimizes the risk of not getting paid or delayed collections because of the lack of paperwork.

 

Compliance

Addresses all compliance requirements from different regulatory bodies.