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.
Consider the examples of checklists below:
Loan Application Requirements
- Photos, Proof of Billing
- Application Forms
- Land Titles or TCTs)
Employee 201 Records
- 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
- Purchase Orders
- Signed Vouchers
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.
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.
Addresses all compliance requirements from different regulatory bodies.
Activity Factory is a workflow automation tool that allows companies to build consistent and auditable compliance and operational workflows, ensuring that the right processes are followed at the right times while staying compliant.