Process Overview

RenewalTracker process to manage recurring renewal items

RenewalTracker Process Flow

RenewalTracker is flexible and can support your ideal recurring renewal management process. Whether you simply want to set key renewal dates and be notified or you want to completely manage the entire renewal item process, RenewalTracker can help to streamline.

Create

Quickly create business licenses, permits, certificates, agreements, payments, commitments, or any other type of recurring renewal items for yourself and organization.

Using RenewalTracker, you can enter your desired item types.  These are generally the types of items you wish to track and manage.  Because these can be defined by you for your organization, virtually all renewal items can be tracked and managed within RenewalTracker.

Simply enter and select a few key attributes such as renewal item type, name, due date, renewal frequency, and optionally the amount due.  RenewalTracker will track this new item as it comes due and throughout the entire renewal process.

Track

Instantly view the online calendar and dashboard to view items within your customized time horizons that are past due, due now, or coming due that need immediate attention.

Easily see items that are coming due in your desired time horizons such as within 30, 60, 90, and 120 days. Items that are due very shortly or are past due are highlighted alerting you that the renewal date is quickly approaching.

RenewalTracker will make sure your critical items are always on your radar.

Manage

Easily access item information such as renewal date and fee, contacts, payment and accounting information, supporting documentation, other key dates and custom fields, and status history.

Throughout the renewal process, RenewalTracker allows assigned users to manage all item information. Create user-defined fields to capture additional, key dates and information needed to effectively manage your process.

Optionally, upload supporting documents and files in their native format into RenewalTracker for centralized management and safe keeping. They are just a click away.

Notify

Automatically notify key contacts by email, both internal and external, based on the required notification schedule reminding of upcoming item key dates and required immediate action.

Renewaltracker actively manages your recurring renewal items and knows when they are coming due.  After you initially create your item, RenewalTracker will notify responsible users and key contacts by email alerting them to take the required action.

Renew

Simply click an item to renew, optionally generate a payment request for your internal payment group, email important information to others, and automatically create the next period’s item.

Using your defined workflow statuses such as Open, In Process, On Hold, Renewed, and Not Renewed, RenewalTracker will manage the entire renewal process for you.  When the item is ready to be renewed, simply click to renew.

Manually create next period’s item or let RenewalTracker automatically create it for you using the item’s renewal frequency.  RenewalTracker makes it easy to manage your process.