Use Cases

Status Aggregator Use Case - Incident Investigation and Corrective Action
A typical incident process will include a Preliminary Incident Report, an Incident Investigation, and Corrective Action(s). The two processes important t...
Mon, 4 Oct, 2021 at 12:04 PM
Actions as Forms
Actions as Forms takes the power of forms and uses them as actions instead of the built in actions in RPM. Creating an actions/task process provides more fl...
Tue, 5 Oct, 2021 at 11:03 AM
Historian
Historian provides a time stamp of form edits and places the data directly into a table on the form for easy reference to historical changes over the form&#...
Tue, 5 Oct, 2021 at 11:02 AM
Workflow Extender Use Case - Event Based Preventative Maintenance
The Workflow Extender can be used in Preventative Maintenance of your equipment.  Your equipment must have a maintenance schedule that is related to hours, ...
Wed, 27 Oct, 2021 at 8:56 AM
Workflow Extender Use Case - Auto Archive Employee Profiles & Their Records
Within our Training Tracking process, you have the ability to mark when an employee is no longer an active employee with your company. When the status of th...
Wed, 27 Oct, 2021 at 10:11 AM
Adding Participants Based on Staff Users Captured in a Table Field
With the Workflow Extender Add On, you have the ability to capture user names in a table field and have those users added as participants to the form.  ...
Fri, 19 Nov, 2021 at 2:16 PM
Improved Customer Management
Complimenting the Customer basic entity in RPM into a process offers many benefits. By creating a customer process you can use it as central hub for all cus...
Mon, 1 Aug, 2022 at 10:33 AM
Improved Agency Management
Turning the agency entity in RPM into a process offers many benefits that can bring your agency and agency commissions management to the next level. By crea...
Wed, 23 Mar, 2022 at 8:29 AM
Agency Commission Carry-Overs
Carry-Overs in RPM will allow you to set Sale Commission thresholds for each of your agencies to be used as a comparison between the payouts for each Agency...
Fri, 29 Apr, 2022 at 11:52 AM
Summary Email for a Process
Using the Bulk Data Processor enhancement  you can send an email at a defined cadence (once a day, once a week, once a month) that summarizes the informatio...
Fri, 12 Aug, 2022 at 1:59 PM