Job Set up and compliance monitoring basics

(article in draft)

This is designed to give a description of the basis events that may add to good management of insolvency workflows. 

Adding Job	Adding jobs may be a roe for a centralised resource. This can be managed
Determining Access Permissions	One of the first task to is to set the job permissions. This is best done be assigning a work team. The advantages of using work teams are: 1. You can manage permissions at the practice level and more easily visualise which rights are granted to users. See resources on <Setting up permissions>. 2. You can easily add or remove a user from a team and the permissions will automatically flow through to each job.
Import Checklist Templates	Templates are not automatically added to jobs. It is important for compliance to ensure the correct templates are added and tasks are assigned and monitored. <assistance on tasks>
Assign Users to Tasks	Once of the next steps is to hold an initial task review and assign responsibility to users for completing tasks.
Document Production	The task check lists will have pointers to the documents you need to add.
Specific operational assistance	Here are some specific points on how to use the system for: Communicating with Creditors Holding Meetings Fees ARITA Templates Document production Dividends Entry of receipts and payments Creditors' portal
Specific Compliance Monitoring	Particular tasks groups can be set up as statutory tasks. There needs t be a co-ordinated process of monitoring compliance both for the user assigned to the task level and the management and review of the tasks. See <help on how to monitor tasks>
- Statutory Returns	Specific procedures and monitoring should be implemented on statutory return preparation. <link to resources>
- BAS Returns	Specific procedures and monitoring should be implemented on BAS lodgement. <link to resources>
- Employees	Specific procedures and monitoring should be implemented for employees. <link to resources>
Finalisation Procedures