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Manage dynamic Clients values

  • This guide walks you through configuring dynamic tables for the Clients module in GSI2. These tables are essential for defining activities, services, and organizational structures used in Service Agreements and RFAs (Request For Action).

    Accessing Clients Tables

    1. From the main menu, click on General Tables
    2. In the menu section, select Clients
    3. You will see the complete list of configurable tables for client management

    Managing Client Activities

    Configuring Client Activities

    Client activities are reusable templates that can be selected when creating Service Agreements and RFAs.

    1. Access the Client Activities table
    2. Click the + Add button at the top right
    3. Fill in the following fields:
      • Name: Unique activity identifier (e.g., "GSI2 Documents Yearly Subscription")
      • Description: Complete details about the activity and what it includes
      • Code: Internal code for quick reference
    4. Click Save to confirm creation

    Common Activity Examples

    • Visa and work permit processing
    • Relocation assistance
    • Tax consultation
    • Immigration support
    • Annual document management

    Configuring Activity Tasks

    Creating Client Activity Tasks

    Tasks define the individual operational actions needed to complete a client activity.

    1. Open the Client Activity Tasks table
    2. Click + Add to create a new task
    3. Enter the task information:
      • Title: Short, descriptive task name
      • Description: Complete operational details
      • Value: Task weight or importance (number)
      • Front Office Hours: Estimated time for client-facing activities
      • Back Office Hours: Estimated time for internal activities
    4. Select additional options:
      • Requires Local Consultant: If physical presence is needed
      • Has Government Fees: If taxes or stamps are required
      • Has Deadline: If there are mandatory timelines
    5. Click Save to confirm

    Managing Business Units

    Configuring Business Units

    Business Units represent organizational divisions used to structure client services.

    1. Access the Business Units table
    2. To add a new unit, click + Add
    3. Enter the business unit Name (e.g., "HR Services", "Tax & Legal")
    4. Add a Description of the unit's operational focus
    5. Define the internal Code identifier
    6. Click Save to create the unit

    Editing or Deleting Business Units

    1. Click on the business unit to edit in the list
    2. Make necessary changes in the form
    3. To delete, click the trash icon (only available if not in use)
    4. Confirm the action by clicking Save or Delete

    Service Areas Configuration

    Defining Service Areas

    Service areas categorize the different assistance domains provided to clients.

    1. Navigate to Service Areas
    2. Click + Add to create a new area
    3. Fill in the required fields:
      • Name: Area designation (e.g., "Immigration Services")
      • Description: Scope and covered services
      • Country/Region: If area is geography-specific
    4. Click Save to confirm

    Service Types

    Managing Service Types

    1. Open the Service Types table
    2. To add a new type, click + Add
    3. Enter the service type Name
    4. Specify if it's a service:
      • Standard: Included in base contract
      • Premium: Additional paid service
      • On-demand: Activatable as needed
    5. Define any Prerequisites or dependencies
    6. Click Save to apply configuration

    Client Activity Ranges

    Configuring Activity Ranges

    Ranges allow defining operational or volume brackets for client activities.

    1. Access Client Activity Ranges
    2. Click + Add to create a new range
    3. Configure range parameters:
      • Name: Range identifier (e.g., "Small businesses")
      • From Value: Lower limit (e.g., 1 employee)
      • To Value: Upper limit (e.g., 50 employees)
      • Unit of Measure: Measurement type (employees, revenue, etc.)
    4. Click Save to confirm the range

    Individual Client Activity Types

    Managing Individual Client Activities

    1. Navigate to Individual Client Activity Types
    2. Click + Add for a new type
    3. Enter details:
      • Name: Individual activity type
      • External Provider: Select if managed by third parties
      • Category: Activity classification
    4. Define if it requires Specific Documents
    5. Click Save to create the type

    Legal Client Activity Types

    Configuring Legal Classifications

    These classifications align with national and international standards for business categorization.

    1. Open Legal Client Activity Types
    2. To add a classification, click + Add
    3. Fill in classification fields:
      • GSI ID Code: Unique internal code (e.g., 00000001)
      • Standard Code: Regulatory reference
        • For Italy: Ateco 2007 Code
        • For Switzerland: NOGA Code
      • Description: Corresponding economic activity
    4. Click Save to register the classification

    Best Practices for Client Management

    Activity Standardization

    • Create reusable activity templates for recurring services
    • Maintain clear and complete descriptions for each activity
    • Use consistent codes to facilitate search and reporting
    • Document prerequisites and dependencies between activities

    Efficient Organization

    • Group related activities into logical business units
    • Define service areas that reflect operational structure
    • Use ranges to segment clients meaningfully
    • Keep legal classifications updated according to regulations