The Basics of a Service

A service in Onestop is a representation of your automated process and all its inputs and outputs. This includes a workflow, input forms, data records, notifications, billing information and output documents.

Creating a new Service

You can create a service in onestop in 3 ways:

• Add a new service from Scratch: You configure a new service from the ground up.

• Install from a system Pre-built Template: Onestop SaaS comes with a package of prebuilt templates you can select and install from.

• Import from a File: You can import a service template exported from another database or organization.

Adding a new Service Scratch

To create a new service:

• Click on the "Services" button in the main menu, and then click on the “Create New” button.

• This will open a popup form for you to provide information about the service.

• Provide a name and description for the service

• Choose the portal where you want the service to be deployed

• Click on the Save button.

• You will be redirected to the service builder where you can manage everything about the service. This includes creating and managing:

  • The workflow

  • Submission, Registration and Task forms

  • Billing rules

  • Document templates

  • Team access to workflow tasks