Use Cases
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 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 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
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
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
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
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
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
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
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