Workflow Tab - Move In/Move Out Process Section

The Move In/Out Process section allows the organization to define which items must be defined when a customer moves in or out of a utility account. Many of the details on the account are inherited when a new user moves in; for efficient processing, the attributes where data is most likely to change (i.e., Associated Customers) can be ranked early in the list of attributes.

The list box in this section lists the attributes relevant to moving in or out of an account. Services must be used; the other attributes are optional. The and keys allow the organization to determine the order of the attributes; simply click on an attribute and then click the appropriate arrow key to move it to the desired place in the list.

The other controls on the page work as follows:

1. The Use check box determines whether a workflow icon will appear in the process when a customer moves in or out. It is selected and disabled for Services.
2. The Required check box determines whether this step of the process is required. It is enabled only if the Use check box is selected. If the step is required, the move in/out will not be recorded on the account until this step is completed. The Required check box is optional for all attributes.
3. The Required Before Next check box allows the organization to create a dependency between steps in the move in/move out process. If this check box is selected for an attribute (e.g., Services), the information defined in that stage of the process must be saved before information can be added for the next stage. The Required Before Next check box is enabled only if the Required flag is selected.