Basic Steps and Setup Options For All Step Types
Most CityGrows users start their processes off with a Basic Step. Basic steps are a great place to do thing like:
- Communicate instructions
- Go over the requirements for a permit or program
- Give applicants a heads up about information that will be required later in the process
When you add a basic step, you'll decide whether the applicant advances the process, or someone internal to your organization.
Just like with all steps, you'll have 3 options that appear near the top:
You can add a timeframe - a number of days. This can be handy to make sure that processes aren't slowing down too much. If a step isn't completed within a certain timeframe, it will show as Overdue in your dashbaord.
You can add instructions - this is the place to add in the program requirements or other info.
You can add an email notification: this will be automatically sent to the applicant (the person who launched the process) when the step is completed.
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