The Big Picture Of BPA Scripts
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.
The topics in this section describe background topics relevant to BPA scripts.