Send letters, reports or emails automatically as a workflow step
Also listed as: SendTask activity (correspondence, report or email)
What is it?
A workflow can include a send step that produces a letter, a report or an email for the case. The step chooses the template based on the case details and records a tracking number for what was sent.
Why does it matter?
Constituents get timely communications without staff having to create and send each one by hand.
Start thinking about
- Are your key business processes documented, and are they followed the same way across teams?
- Where are your biggest backlogs, delays or missed service targets today?
- Which decisions in your workflows must always stay with a person?
- How will staff roles and workloads change as more routine steps are automated?
- Who owns each process, and who approves changes to it before deployment?
- How will you sequence process changes with Xelence upgrades and staff training?
Terms used on this card
- Business process management (BPM)
- Designing, automating and tracking the steps of a business process, such as who approves what, and in what order.