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GENUS® | Workflow

The Workflow module within GENUS® is a completely configurable module which allows the user to define and allocate specific tasks based around trigger events. Workflow allows you to assign and manage your daily workload based upon the imported flows sent from the industry, particularly around exception reporting.

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What's included?
  • Complete workflow management options across portfolio

  • Instant dynamic view of task list available across all modules

  • Can complete or re-assign tasks to other teams or system users

  • Manage audits at portfolio level

  • Dynamic auto tasks generated at key configurable trigger points

  • Simple traffic lighting priority system

  • Full error logging and archiving

Modules

Sales

Industry leading solution. Has the widest scope of any single solution in the UK market.

Clients

Live portfolio information relevant to a specific client and incorporating multiple meter points.

Sites

Live portfolio information relevant to a specific meter point.

Hub

Automatically schedules and manages all industry imports and exports.

Billing

Sophisticated integral module incorporating tariff management and flex billing.

Reports

Fully comprehensive reporting suite available across all modules.

Workflow

Assign tasks, trigger actions and manage daily workload.

Business

Debtor management and portfolio reconciliation.

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