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
This Custom Process Collection brings together all importable custom automations for Jobs, Capacity & Workflow Management.
These custom automations have been created by the FYI team, ready to be imported to use in your practice.
What's Included
This collection includes all of the following custom automations:
| Custom Process | Description |
| Job Budget Tracking Alerts |
Notify Job Managers and Partners when a job has exceeded 50% or 100% of its budget. You can find out what's included for this custom process and configuration specifics after importing here. |
| Job Rework & Review Processes |
Auto-create tasks to assist in the completion of review and rework steps to complete client work. You can find out what's included for this custom process and configuration specifics after importing here. |
| Job Rollover Process |
Streamline your job rollover by auto-creating and assigning the same details as the prior period. You can find out what's included for this custom process and configuration specifics after importing here. Note: this collection includes both Standalone & Continuous rollover processes. |
| Track the Date a Job State Changes |
Auto-track the date a job state changes, for example, from Planned to In Progress. You can find out what's included for this custom process and configuration specifics after importing here. |
| Overdue Jobs Reminder |
Send a notification to users when there are any Jobs that are overdue. You can find out what's included for this custom process and configuration specifics after importing here. |
| Overdue Task Reminder |
Send a notification to users when there are any Tasks that are overdue. You can find out what's included for this custom process and configuration specifics after importing here. |
| Unassigned Job Partner or Job Manager Alert |
Send a notification to users when a Partner or Manager is missing from a job. You can find out what's included for this custom process and configuration specifics after importing here. |
| Unassigned Tasks Notification |
Send a notification to users when their task has not been assigned to a user. You can find out what's included for this custom process and configuration specifics after importing here. |
For practices on the Elite Plan, you have all the inclusions of Pro and the additional custom automations:
| Custom Process | Description |
| Final Invoice Auto Complete Job |
Automatically complete the client job when the final invoice has been raised. You can find out what's included for this custom process and configuration specifics after importing here. |
| Job Budget Tracking Alerts |
Notify Job Managers and Partners when a job has exceeded 50% or 100% of its budget. You can find out what's included for this custom process and configuration specifics after importing here. Note: this replaces the Job Budget Tracking Alerts custom process in Pro. |
Importing this Custom Process Collection
To import this Custom Process Collection, ready for you to test and activate or customise to suit your practice (or download the file from the bottom of this article):
- Click here to download the file used for Pro practices
- Click here to download the file used for Elite practices
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 Collection. Refer to Importing Custom Processes.
What's Next
Ensure you Review your Automations, 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 Automations, ensure you Test the Automations. When ready, set the Status of the Automations to Active.