Administrators: Process and Procedures
A Vanceo administrator is responsible for keeping processes and procedures up to date so workflows run smoothly and efficiently.
Vanceo provides an initial process based on the date you are licensed for the product. The initial Vanceo process can be immediately applied to a transaction. The process can also be customized by a financial institution administrator with assistance from a Wolters Kluwer administrator to meet specific needs. As new functionality is released for Vanceo processes, Wolters Kluwer will continue to deliver updated Vanceo processes that will be available to financial institutions. The What's New section of Help provides information about new process templates and how they can further drive process efficiencies at your financial institution. To make the following changes, contact your Wolters Kluwer Administrator.
- Change task names.
- Change the duration of tasks.
- Change the assignment method for a task.
- Change the workflow role that can complete a task.
- Change when a tasks occurs in a process.
- Change the Auto-Complete setting for Vanceo processes.
- Add new tasks.
- Rename, remove, or add new stages.
- Add decision task(s) and for added decision tasks:
- Set up an alternate task path in your process.
- Set up decision outcomes to define decision path options.
- Indicate a task is an integrated task.