Users may require instructions in order to perform certain
tasks. The business process assistant allows you to set up
scripts that step a user through your business processes. For
example, you might want to create scripts to help users do the
following:
- Add a new person to an existing account
- Set up a customer to pay automatically
- Modify a customer who no longer wants to receive
marketing information
- Modify a customer's web password
- Record a trouble order
- Merge two accounts into one account
- Fix a bill with an invalid rate
- ... (the list is only limited by your time and
imagination)
Users execute these scripts via the business
process assistant (BPA). Users can also define their
favorite BPA scripts in their user
preferences. By doing this, a user can execute a script
by pressing an accelerator key (Ctrl + Shift + a number).
Don't think of these scripts as merely a training tool. BPA
scripts can also reduce the time it takes to perform common
tasks. For example, you can write a script that reduces the
"number of clicks" required to add a new person to an existing
account.
CAUTION:
Future upgrade
issues. Although we make every effort not to
remove fields or tab pages between releases, there may be times
when changes made by the base-package will necessitate changes
to your scripts. Please refer to the release notes for a list
of any removed fields or tab pages.
CAUTION:
Scripts are not a substitute for
end-user training. Scripts minimize the steps
required to perform common tasks. Unusual problems (e.g., a
missing meter exchange) may be difficult to script as there are
many different ways to resolve such a problem. However, scripts
can point a user in the right direction and reduce the need to
memorize obscure business processes.
The topics in this section describe background topics
relevant to BPA scripts.
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