WORKFLOW PROCESSES Sample Clauses
The WORKFLOW PROCESSES clause defines the procedures and steps that parties must follow to complete specific tasks or deliverables under the agreement. It typically outlines the sequence of actions, responsible parties, required approvals, and timelines for each stage of the workflow. For example, it may specify how project milestones are reviewed, how feedback is provided, or how changes are requested and implemented. This clause ensures that all parties have a clear, agreed-upon process to follow, reducing confusion and promoting efficient collaboration throughout the project.
WORKFLOW PROCESSES. AMS has established workflow processes for Advisory Account Programs to improve the efficiency of processing activities such as the opening of new accounts; investment strategy, objective, and discipline changes; investment of cash contributions; withdrawal or disbursement requests; and account terminations. Processing times may differ based on paperwork requirements; the types of Securities being bought or sold; open orders as of the date of the request; communication and coordination required between Adviser and any Subadviser, including AMS and/or Managers, or OSM Manager, and/or third-party custodian or settlement agent; and the level of complexity involved. You understand that the turnaround time necessary for AMS to process your instructions or requests may require several business days to complete under normal market conditions, and will generally be processed in the order received. As a result, you understand that any such instruction or request is not considered a market order, and that while delays may result due to the volume of similar requests received, AMS will endeavor to process any such instructions or requests in an efficient and timely manner. Any trades resulting from your request will be executed at market prices. Neither Adviser nor any ▇▇▇▇▇▇▇ ▇▇▇▇▇ entity is responsible for changes in market prices that occur between receipt of a request and trade execution. For all IAR Managed Accounts, you retain the right to vote all proxies solicited for Securities held in your Account. Neither Adviser, your Investment Adviser Representative, nor any ▇▇▇▇▇▇▇ ▇▇▇▇▇ entity will take any action with respect to the voting of proxies on your behalf. For all AMS Managed Accounts, if Securities held in your Account are accompanied by voting rights, you understand that you have the right to retain the authority to exercise or delegate such voting rights to a third party, as you may choose. However, unless you indicate through written instructions otherwise, AMS or your Manager shall exercise such voting rights in the manner it deems appropriate. Neither AMS, nor any Managers, as applicable, shall have responsibility to exercise voting rights with respect to Securities for which proxy materials are not available. For all OSM Platform Accounts, proxy voting rights should be governed under the separate investment management agreement between you and your OSM Manager. Neither Adviser, nor your Investment Adviser Representative, nor any ▇▇▇▇▇▇▇ ▇▇▇▇▇ entity ...
WORKFLOW PROCESSES. Client will document configuration requirements with JTI’s assistance. • JTI and Client will identify changes and will finalize the new workflows. • JTI will configure the new workflows in the system. • Client will test if the configuration meets the requirements and report issues where the configuration does not meet the requirements within 15 workdays. If no issues are reported within 15 days, then the system configuration will be deemed to be accepted. • JTI will fix any issues and the Client will test again. • There will be a maximum of 3 iterations for testing.
WORKFLOW PROCESSES. InTelegy will review all documented Medi-Cal and Food Stamp workflow processes and compare against actual use in the call center. InTelegy will audit the call center operations manuals for updated processes and other documentation and will review documentation update process and ownership.
2. Performance Management - InTelegy will assess the current operational processes to include: Assumptions to Actual- InTelegy will benchmark the actual performance in the areas of productivity assumptions that were pivotal on the planning and budget for the call center. This performance will also be benchmarked against other county call centers where appropriate. The specific assumptions to be addressed will be:
a. Average RRR processing time
b. Daily Data
c. Daily general case
d. Average Quality Call Monitoring- InTelegy will assess the current processes for quality call monitoring and the use of appropriate monitoring tools and feedback processes. Identify areas where additional QA processes can be implemented in the Benefits Call Center to improve the quality of client transactions.