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Return to RMS Management

It is essential to have completed the following step before continuing.

Step 1 - Customer Portal setup

Prerequisites - Integration of Workflow stages to Framework has occurred.

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Firstly you will need to ensure the new workflow stage has been entered into the Perspective Platform. Refer here for a guide on how to add new workflows.

The Nexus Workflow Stage RMS mapping screen is used to map Customer Portal tasks to Framework ECM workflow fields.

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Firstly you will need to ensure the new workflow stage has been entered into perspective platform. Refer here for a guide on how to add new workflows .

1 - Log in to Framework Logistics Desktop

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Please contact Insula Software for the technical details on completing complex mappings, if required.

Proceed to Step 3 – Framework Cloud – Notifications setup /wiki/spaces/PSTPF/pages/2708373550