Action items is a tool built to facilitate workflow controls. Clients now have the ability to set up a workflows from start to finish and build in custom control triggers to move from one step to the next.

The new Action Item feature is already in use with several clients. El Pollo Loco uses the tool to manage their new location’s SOX compliance process. Also, clients can utilize this tool to approve any changes made to data within the system.

Interested in activating this feature for your account at no extra cost? Contact your relationship manager today.