Plan: Not Available: Intermediate Available: Pro or Elite
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Available: All sources
The following Custom Processes have been designed to automatically create tasks to assist in the completion of the review and rework steps to complete client work.
These processes have been designed to allow the job to cycle through the Review and Rework stages as many times as required until complete.
Watch the tutorial and follow the steps below to get started with the job rework and review process for your practice.
This example consists of four Custom Processes:
- Job – Review Process
- Job – Rework Process
- Job – Review Process - Final Review
- Send for Signing
The Job – Review Process relies on a pre-existing Custom Process to initiate this process. For example, the Year End Compliance Job – Start to Finish process, tailoring this to remove all steps post review point and replacing with an Execute Process step to run the Job – Review Process automation.
Refer to Year End Compliance Job - Start to Finish or Year End Compliance Job Kick Off.
Also included in the Job – Review Process is an Execute Process step to run the remaining processes: Job – Rework Required, Job – Review Process – Final Review and Send for Signing.
Depending on the result of the first review of the job, the job state should be updated to the corresponding process for the required task to be deployed.
The processes are based on the following Job States:
| Process | Job State |
| Job - Rework Process | Rework |
| Job - Review Process | At Review |
| Job - Review Process - Final Review | Final Review |
| Send for Signing | Ready to Send |
You will need to review your Job States and Custom Views to set these processes up as required.
Note: If you don’t have a final review process, i.e. partner/director sign-off, you can remove this process and just use the single review process.
This custom automation has been created by the FYI team, ready to be imported to use in your practice.
What's Included
This process will be set to run on a yearly Schedule.
When importing this automation the following items are included:
Custom Views
The following Views and their associated details are used for these processes:
| Name | Type | Filters |
| Jobs for Review | Job View | State = At Review |
| Jobs for Final Review | Job View | State = Final Review |
| Jobs for Rework | Job View | State = Rework |
| Ready to Send | Job View | State = Ready to Send |
Task Templates
The following Task Templates and their associated details are used for these processes:
| Name | Assignee | Due Date | Details |
| Job Ready for Review | Manager | 2 Days | When review of {{ TriggerJobName }} - {{ TriggerClientName }} is completed, update the job state to either Rework, Final Review or Ready to Send - depending on your requirements. Once state updated mark this task as complete. |
| Complete Job Rework | Accountant | 2 Days | Refer to review points |
| Collate final account pack and signing pack, and send for signature | Administration | 1 Day |
Job States
The following Job States and their associated details are used for these processes:
| Name | Type |
| Completed | Completed |
| Final Review | Standard |
| At Review | Standard |
| Rework | Standard |
| Ready to Send | Standard |
Importing this Custom Automation
Click here to download the file used to import this example Custom Process, ready for you to test and activate or customise to suit your practice (or download the file from the bottom of this article).
Note: If you are using Chrome as your browser, the link may not automatically download the zip file. You need to right-click on the download link above, select Copy link address and paste it into a new browser tab in the browser's URL field.
When you have downloaded the file you can import the Custom Process. Refer to Importing Custom Processes.
What's Next
Ensure you Review your Automation, Templates and Views.
Templates can be located in your Knowledge workspace, you can review and personalise any imported templates, ensure that you set the Template Status to active when you've finalised your review and customisations.
Review and update the Process Controls and Process Steps for your Automation. Specific comments have been added to the steps where action is required. These will display in blue.
After reviewing all items for your Automation, ensure you Test the Automation. When ready, set the Status of the Automation to Active.