Service Journeys
Create and progress managed-service applications from administrator or public intake through case control, structured workflow stages, client collaboration, documents, due reminders and permanent audit evidence.
Browse Service Journeys by workflow
Start with the area that matches the actual menu, report, saved template, permission, navigation change or issue in the CRM.
Setup, access, permissions and menu badges
Activate version 1.0.0, assign View/Create/Edit, open the Projects & Work menu and understand the outstanding badge.
Journey types, structured intake and public applications
Use Full Compliance, One-Off Services and Property Licensing forms from administrator and public routes.
Administrator register, creation and KPI counts
Create applications, switch type tabs, interpret counts and open a complete case workspace.
Case control, ownership, status and progress
Link CRM customers/contacts, assign staff, set priority/due dates and apply every status/progress value.
Six-stage managed-service workflow
Complete the six ordered stages with compliance-manager and sequence validation.
Timeline activities and operational tasks
Add client-visible or internal activities, create tasks, assign responsibility and record completion.
Secure messages and client portal
Exchange staff/client messages and ensure clients see only their owned, authorised journey data.
Documents, MIME validation and secure downloads
Upload supported evidence, store it in module records/BLOB storage and enforce ownership/visibility on downloads.
Notifications, email logs and cron automation
Understand all event recipients, deduplication, retries, due/overdue reminders and SMTP behaviour.
Stored data, audit continuity and security
Understand installed tables, ownership, permanent history, deactivation preservation and privacy controls.
Errors, limitations and troubleshooting
Resolve validation, sequencing, ownership, email, upload and cron issues without inventing unsupported functions.