FLEX Ten Packet Maintenance

FLEX Ten FLEX Ten System Administration FLEX Ten Packet Maintenance

This document provides technical guidance on utilizing the Packet Maintenance feature within the FLEX system (www.flexcutech.com). Packet Maintenance is a powerful tool for Credit Unions to bundle specific forms into “packets” for common processes such as opening new accounts or loans, ensuring that only relevant documents are presented.

1. Introduction to Packet Maintenance

Packet Maintenance in FLEX Ten is designed to streamline workflows by combining various forms into logical groups called “packets.” These packets are then associated with specific processes (e.g., “New Account,” “New Auto Loan”). When a packet is selected, only the forms included in that packet will be displayed, simplifying the user experience and reducing errors.

2. Accessing the Packet Maintenance Screen

To access the Packet Maintenance screen:

  • Navigation Path:
    1. Click on the Menu icon in FLEX Ten.
    2. Select System Administration.
    3. Navigate to System Settings.
    4. Choose Packet Maintenance.

3. Managing Existing Packets

Upon entering the Packet Maintenance screen, you will see a list of all existing packets configured in your system.

  • Viewing Existing Packets:
    • The screen displays a list of packet names (e.g., “New Account,” “New Auto,” “TCC UC Loan Forms”).
  • Editing an Existing Packet:
    • Double-click on the name of the packet you wish to edit from the list. This will open the packet’s configuration details.

4. Creating a New Packet

To create a new packet for a specific process:

  1. Initiate New Packet Creation:
    • Click the Plus symbol (+) located on the Packet Maintenance screen. This will open a blank packet configuration interface.
  2. Enter Packet Name:
    • In the “Packet Name” field, enter a clear and descriptive name for your new packet (e.g., “New Checking Account,” “Mortgage Application Packet”).
  3. Add Forms to the Packet:
    • The screen is divided into two main panels:
      • “Available Forms” (Left Panel): This panel lists all forms available in your FLEX system.
      • “Selected Packet” (Right Panel): This panel displays the forms that will be included in your new packet.
    • To add forms:
      • You can use the “Search” bar within the “Available Forms” panel to quickly find specific forms.
      • Select the checkbox next to each form you wish to include in your packet from the “Available Forms” list.
      • The selected forms will automatically appear in the “Selected Packet” panel on the right.
  4. Remove Forms from the Packet (Optional):
    • If you need to remove a form from the “Selected Packet” panel, click the “X” icon next to the form’s name.
    • To remove all selected forms, click “Remove All”.
  5. Save the New Packet:
    • Once you have added all the desired forms to the “Selected Packet” panel, click the “Save” button.

5. Benefits of Packet Maintenance

  • Streamlined Workflows: Ensures that only necessary forms are presented for a given process, reducing clutter and potential for error.
  • Improved Efficiency: Speeds up processes like new account opening or loan applications by pre-selecting required documents.
  • Enhanced Compliance: Helps ensure that all mandatory forms for specific transactions are consistently included.
  • Simplified Training: Makes it easier to train new staff on which forms to use for particular scenarios.