Introduction in Easydus

Introduction:
We recommend that you read this introduction and then watch some instructional videos. Specific videos that we recommend to help you understand the basics of Easydus are: General Introduction to Easydus and Introduction to the Menu. If you would like to learn more about how to set up a process, watch the video ‘Setting up a QR Ticketing process for a free event’.

With the Easydus software you can set up a (partly) automated process yourself, entirely according to your own wishes. First a little more about Easydus. Easydus is nothing more than a cloud-based platform with building blocks with which you can set up your own process. This process can be from an approval process, invoicing process, automatic document generation, membership administration to a registration process. By linking and configuring the building blocks, you can then set up your own process. The handy thing about Easydus is that you can adjust your own process at any time without the intervention of an IT employee. These adjustments are therefore immediately visible to the end users.

These basic building blocks are: web forms, email templates, screen messages, conditions, documents, overviews, web portals. You can see these building blocks on the left in the menu at Process & Design

An example for the above is a registration process: 1. you have a web form filled in, 2. you then receive a screen message with ‘Thank you for filling in’, 3. then you send an automatic e-mail to the subscriber with a QR Ticket as an attachment. 4. In this example you can make an overview and see who has registered and for which workshop he or she has registered.

The three steps to set up a process
Which steps do you have to take to set up your own process design? You can perform the following three steps for each process that you are going to set up.

Step 1. Determine what information and data you need in your process. Here you determine which data you will use in your process and which data you will request. You can create the data fields in Forms at the menu item Process Design. For example, during a registration process you want to know as data: name, surname, e-mail address, the workshop for which someone is registering and whether this person is participating in lunch and dinner.

Step 2: Determine the process flow or steps of your own process. In the example of the registration process these are: Step 1. Fill out a web form for a registration Step 2. Receive a screen message with thanks Step 3. Automatically send an email with a confirmation of the registration and a QR Ticket. You can build the process flow by using Forms, Screen messages, email templates and documents. You can link them together by, for example, adding an attachment to a document or invoice in the e-mail template and setting the sending time in the e-mail template to send automatically after receiving a completed form.

Step 3: Determine what information you need to manage your process once the process is running. Let’s say you have a signup process where you send people an email inviting them to sign up. Then you want to have an overview of all invitees, an overview of the people who have registered, an overview of people who have actually attended. You can create overviews at menu item Records. You can do this by first creating a condition and linking this condition to an overview. An example of a condition is whether someone has registered. This condition checks, for example, whether certain fields such as name and the check field ‘Coming to meeting’ have been checked. You can then determine per overview which fields and information you want to see, for example: name, surname, registered/unregistered.

In the above, you use the Design and Process design items on the left in the menu for step 1 and step 2. For step 3, configure the records section on the left in the menu.

General handy tip for you: if you want more information about a function or specific topic, you can obtain more information about that specific function via the help button. You will find this help button at the top right of your screen in the Easydus application. You can call this at any possible function and screen and you will automatically receive the correct help text.

In order to start very quickly we recommend our ROADMAP to follow.