Tasks, jobs, and services

There are three main building blocks when it comes to Senta's workflows - tasks, jobs and services.

A Task is an individual action like sending an email, uploading a document, making a call, or filling in a form.

A Job is a collection of tasks that you need to complete for a client. A Job Template is the base configuration for any given set of tasks. You can copy or edit job templates to suit your practice.

A Service is a collection of jobs.

This diagram shows how they work together to build a workflow:

Use services to manage several jobs

You can add more than one job to a service, and run them at different times or frequencies.

An example of this is the pre-loaded VAT Service. It contains several jobs, including:

• A one-off set-up job (designed to gather all the information needed to relevant jobs from the service)

• Recurring VAT return jobs, configured to run at different frequencies

This allows you to build a single workflow that can be configured to run for different client needs, rather than building a separate job for each.

For example, the VAT Set-up job runs once and is designed to gather information to drive the correct frequencies. This is done via the VAT Details form built into the set-up job, which prompts you to fill in information based on the client's VAT needs. The process is as follows: