Workflows are guiding documents or agreements between Patra and our clients.   They describe how the process or service will be conducted from start to finish.  Specifically, they describe in detail the series of steps that are necessary to complete the process.   Whereas Job Aids are developed and used internally, Work Flows are developed in collaboration with our clients.   They describe such things as the steps to complete a process, turn around……

Patra’s IT department plays a critical role in our operational success.  Our IT supports all our technology needs, from new hire onboarding to complex implementation of new customers that allows Patra employees to service their accounts and complete their requested processes at the very highest levels possible.   You will work very closely with IT in a variety of ways at Patra.  As such, it’s important that you know how to access……

OneDrive is a software program that allows Patra employees to save their documents and other data to cloud storage.  In addition to providing safe and secure file storage, One Drive allows users to access their saved information from any computer.  The use of OneDrive prevents employees from having to save their documents locally i.e. on their work computers.  Storing data locally creates an unsafe data storage situation because the computer could……

SharePoint is a document management and storage system that PatraCorp uses to provide the ability for groups of employees to access, manage and collaborate on different types of documents.   The SharePoint overview video will show you how to access SharePoint and provide you an overview of the Patra SharePoint file structure.  As a Patra team member, you will save, access and collaborate on documents in SharePoint on a regular and frequent……