Terminology

These terms are the ones you’ll need to get started:

Target Type

There are 3 Target Types. You must choose the appropriate type depending on the members of the Target Group:

• Person - these are real people you want to communicate with. Person targets are not generally people employed by you but they could be working for you in a self employed or consultancy capacity. They might also be clients, suppliers or lawyers.
• Things - inanimate objects and other groups which cannot interact with you through your ALX system but which you want to run processes against eg Matters, Documents, Buildings or Equipment, Cases, Companies or Corporate Entities, Sites or Stores, Employment or other type of Contract, and so on.
• Relational - are used to bring together target groups of the person and things types.

For example, a relational target group might be "Vehicle Claims Case" which could include a Person target group called "Client Employees" and a Thing target group called "Vehicles". The scenario would be that your client has a fleet of Vehicles for which you maintain MOT, Tax and Servicing. Your client's employees have permanent, temporary or casual access to the vehicles. A client employee has a motor accident while driving one of the vehicles. The Vehicle Claims Case could be used to gather the information about the accident, communicate with the insurance company and to facilitate repairs or replacement vehicles.

It is under Target Type that you create your data fields to be used by target groups. 

Target Groups

Target Groups are of the Person, Thing or Relational type. They are the collections against which you organise and run your processes.

Here you determine your data set for the target records in each group.

Targets

A Target is an individual person or item, ie one member of a Target Group.

A target record, or profile, contains the data relating to that specific person or thing.

Criteria

Criteria are the individual tasks or things to do ie the parts which make up your whole process.

They are applied to your person or thing that is the subject of your process.

Criteria can be in the form of a question, an information request, document request, request for a signature on a document, or they can be the provision of information and/or documentation. Criteria can be completed by Targets or System Users.

Levels

 A Level is a collection of Criteria. A level provides the mechanism by which one or more criteria can be assigned during a process. A level being completed, in other words a number of tasks all finished, can be used to assign additional tasks or to route the process in a particular direction.

Categories

 Categories are used to keep Criteria in manageable groups for easy navigation around the system so that you don't have to trawl through long lists!

Sequences

Sequences are processes or workflow. They are run against specific target groups and can contain any number of Criteria/Levels as well as connnection to third party systems via API call.