Manage services

Services are a simple way of grouping jobs together, or of making a job recur on a regular basis.

A service is a collection of jobs. Senta can collate several jobs to form one overall service to be provided to clients, such as Tax Returns, or Client Onboarding.

Services are important for setting up recurring jobs as they manage the job frequency and job start dates. You are also able to apply filters on to services so you can specify what clients a job should kick off for or how far in advance you would like Senta to create these jobs.

How services interact with tasks and jobs

This diagram shows the three main building blocks and how they work together to build a Workflow.

A service encompasses a job in the same way a job encompasses tasks. It is the top level of the workflow structure that denotes when jobs should kick off, and for what clients they should kick off for.

A service can contain more than one job, or several instances of the same job but with different criteria for when they kick off. A service is a crucial part of automating workflows within Senta.