Target Types, Groups and Records

What are Targets and Target Groups

Targets are the subject of processes or workflow in ALX.  Each target has a data profile or record where numerous pieces of information are stored. Targets are organised into Target Groups. Each Target Group is one of three possible Target Types.

Targets Types

• 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. We think you will probably want to create an account for person target types. They will log in to Autologyx to complete Criteria (things you have set them to do ie provide information or sign documents, etc).
• 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. By creating relational targets you are able to access and use all the information about several targets from different target groups at the same time.

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.

In Recruitment and HR a placement would be a relational target because you need the information contained in the candidate (person), the vacancy (thing) and if you are a Recruitment Agency, the client (person) target groups for generating contracts or assignment schedules, etc.

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