Rundl product specifications

Get to know the unique language of Rundl and all the product features under the hood.

Description
Personal accounts

Summary

When a person signs up on Rundl they get a personal account and can start participating in services.

Profiles

Personal profiles include a profile photo plus fields for name, bio, mobile, URL, location and professional title/role. Profiles are commonly shown in activity feeds to highlight who's performed an action. Profiles can be made private (restricted to other participants or group members).

Multiple account emails

Personal accounts may have multiple emails, typically a separate personal and work email address. Adding extra emails ensures people get invitations to any address routed to a single Rundl account. There's no need to manage multiple logins. Notifications can be configured to send to any account email.

Gravatar

Account holders can configure in fine grained detail which types of notifications they receive. Especially for busy participants, getting the right notifications is crucial for using Rundl successfully.

Notification settings

Account holders can configure in fine grained detail which types of notifications they receive. Especially for busy participants, getting the right notifications is crucial for using Rundl successfully.

Request settings

Account holders can configure getting invitations to participate in rundls, or getting requests and approving each rundl they participate in.

Group accounts

Summary

Group accounts give your business a presence on Rundl. Bring your people together to work under your brand and get greater administrative control and security.

Profile

A group's profile includes a logo icon, cover image, plus fields for name, description, website and video URL. Groups are searchable in the network, and group profile details are commonly shown in activity feeds to extend actor profiles with information about their group context. Branding let's you promote your organisation in transactions and be easily found on the network.

Members

Groups can have an unlimited number of members. Members are typically people who work in the business.

Teams

Teams organise group members with common responsibilities to work together and simplify how you manage shared work. Participate as teams to reduce the overhead of granting access to members one-by-one. Teams are ideal for shared tasks - members can cover each other for contingencies such as leave or resignations, as well as divide work up into manageable chunks.

Subscriptions

A group owner can subscribe to different plans to unlock additional capabilities. On our standard plan a free trial period is available.

Group owner

The group owner is the person responsible for the account and its associated data. By default the person who creates the group is the owner, but ownership can be re-assigned later.

Administrators

Each group has a default Administrators team. Members of the Administrators team get elevated privileges, such as the ability to manage the group's profile, account, members, teams, requests and various settings.

Private members and teams

Group members and teams can be flagged as private. Private members and teams won't be found by third parties when they search for participants to invite to transactions.

Request settings

Groups can choose to get a request when they're invited to participate in a rundl or to skip requests and get added straight in. A setting can be used to determine the default team if it's not explicitly selected.

Templates

Templates are standard text or files that can be selected when posting in a transaction. Saving standard content as templates helps participants save time and get consistency. Templates are searchable and can be filtered by service type.

Services

Summary

Services are the blueprints for transactions delivered on Rundl. Each service provides helpful information that explains what it's about and aids discovery. It also presents a detailed interface to the operation of the service, including process steps, participant roles and access permissions, and other settings. A service is owned by a group account holder and is managed by trusted members with administrative privileges. Publishing a service allows an account holder to take orders for that service directly on Rundl.

Service profile

Service profiles are the face of a service and help make it discoverable to other people in the network. A service profile has a name, description, branding, metrics and video content.

Process model

Process collaboration is central to how services get delivered on Rundl. A service model is the process part of the service. It specifies the unique steps, roles, permissions and related settings that defines the type of service. Account holders can use a pre-configured Rundl platform services, or with an Enterprise plan, fully customise their own models.

Platform services

Rundl provides pre-configured services that are available to account holders with a standard plan or above to derive models from. Platform services are designed to make it easy for hosts to get started.

Subscribers

Service manages can invite people and groups to subscribe to their services. Subscribers can be assigned the right to start and host rundls. Subscribers get access to the Rundl for work board to track their rundls, and can create related services for referrals.

Managers

A manager is the subscriber that has privileges required to setup and configure a service. They do administrative tasks like managing the service's profile, subscribers, design, settings and related services. With custom services, managers are also responsible for building the service model.

Related service network

Service providers can build a network of trusted services for referrals. Related services can include both an account owner's own services and services provided by referral partners. Service providers can create a related service, set a referral fee, and from then on offer the service to participants within their rundls.

Working in context

When a user ends up subscribed to a service with multiple contexts from the same group, their access must always be scoped to a single context. By switching contexts they can access the service with different privileges and views. Initially a default context is applied and this remains active until they switch.

Status

Services have an overall status: open or closed. Closed services are not shown in the main service view, and can't be started or ordered.
Services also have an operational status: active or paused. Paused services cannot be started, but can still be ordered. Pausing helps managers make controlled changes to their service model, avoiding rundls gettingg started before a change set is complete.

Category tags

Tags can be applied to categorise a service. Some system features depend on services being categorised with tags.

Branding and design

Services can be decorated with common design attributes, like a background colour and header image.

Custom invitation message

Managers can override the default message that is shown when participants are invited in rundls.

Order service instructions

Managers can override the default order instructions that are shown to people when ordering their service.

Service models

Summary

Service models are the process template component of a service. The model encapsulates all of the configurations that get used to define the process in a rundl.

Steps

A step is something that gets done in a rundl. Service managers build out the series of steps that are relevant in their service. For example, in a basic "Build a House" service, the steps might be: 1. Lay foundation, 2. Erect walls, 3. Add roof, 4. Insert windows and doors. Together the steps provide the structure needed to overlay collaboration in business transactions with transparency of process. Each step has a name and can be enhanced with various information like rich text descriptions, YouTube videos and images.

Step workflows

Steps may optionally have workflows. Step workflows provide the ability to track the status of steps in rundls via status updates.

Private steps

Private steps are hidden in service profiles. For example, service providers can publish a service but still hide certain steps that are used for internal purposes only.

Roles

Roles simplify the control of access to information in a Rundl. Also, Roles help define what a Participant does in the business process represented by a Rundl. A Participant may optionally be assigned one or more Roles. Assigning a Role to a Participant will grant access to information that was designated for any Participant with that Role.

Role barriers

Role barriers is a configuration option for hosts that bars certain participants in a rundl from communicating with each other. When a participant posts a message, barriers override who can see the message, based on the participants' roles.

Step permissions

Step permissions can be configured for each role, allowing fine grained control over who can see and update the status of steps in rundls

Step-filtered related services

Tags that match the category tags on related service can be offered in this step. In rundls, any related services with matching tags will be available to participants for ordering from within the context of a step.

Orders

Summary

Rundl is a channel for acquiring new customers and transnational work. Rundl makes it possible for services providers to offer services through a network of referral partners and track job requests

Approval queues

Each orders is presented as job request that can be reviewed and started by approval.

Referral fees

Set referral fees for your referral partner arrangements and track the fees you're owned and acknowledge completion of the referral cycle. Partners can also see the referral fees they owe from job requests received on Rundl.

Rundls

Summary

A rundl is a shared digital space that brings together people and information around a business transaction for communication, collaboration, visibility of process and application integration. A rundl can be started for any type of business transaction, such as cases, jobs, deals, applications or procedures.

Rundl status

Rundl status is the overall status of a transaction, represented by a label. Active rundls are in progress (all rundls become active when started). Completed rundls are done. Cancelled rundls are closed and will not be completed, possibly due to an exception in the process. The overall rundl status is also represented as a percentage, based on the ratio of completed and uncompleted steps.

Participants

Participants are the stakeholders in the business transaction that's getting delivered as a rundl. People, organisations or teams within organisations can participate in rundls be assigned roles. Usually one participant, the host, invites the other participants to take part.

Hosts

The host of a rundl is the lead service provider in the transaction and manages the delivery and operation of the process. The host moderates the collaboration and performs administrative tasks like managing participants, assigning roles, applying branding, updating the status etc. Only service subscribers assigned the "Can Host" permission can be selected to host a rundl for that service.

Context

With rundl participants, it's possible for someone to end up with more than one context from the same group participating in the same rundl. There are plenty of valid reasons for this to occur in an open business network scenario. Different contexts can provide people with different privileges, and any actions they perform are attributed to that context. Therefore rundl access is always scoped to a single context. People with multiple contexts can simply switch contexts as required. Initially a default context is applied and this remains selected until the participant actively switches.

Change and duplicate participants

Participant groups can manage their own participation by changing or duplicating their access. Changing a participant context changes access from one context to another. For example, a member of Team X in Group A might change the participant to Team Y in Group A. Now only Team Y is a participant. Duplicating a participant grants access to an additional context in the group. For example, a member of Team X in Group A might extend access to Team Y in Group A. Now both Team X and Team Y are participants.

Observers

A host can optionally make a participant an observer. Observers can't post messages or comments.

Steps

A step is something that gets done in a rundl. Steps are an important part of Rundl's unique method of process collaboration. Once started, each rundl gets a copy of the steps from its respective service model. These rundl steps implement the step capabilities configured in the service model, such as videos, images, rich text for communications, and role permissions for access control.

Step status

Steps in a rundl can optionally have workflow. Transitions through various states (e.g. open, active, completed, cancelled) give participants visibility over how work on that step is tracking. With all steps presented together in a series, the overall status of a transaction can be visualised. When steps are completed, the actor can apply an effective completion date if they've completed the step at another time. Permissions control who can update a step's status.

Step due dates

Each step can be assigned a due date. The date features prominently to inform participants of critical dates in the overall process. For hosts looking at the work board, due dates drive program delivery - with colour transitions indicating relative proximity to deadlines.

Messages

Communication in rundls starts with messages. With messages you can easily and securely share information with other participants. Messages may include optionally multiple file and/or URL attachments. When a message is posted it's visible to the selected audience. By default this is all other participants, but the visibility can be limited to individual participants or roles in any combination. Authors can also update or delete posts after they've posted. Note that the host of a rundl acts as moderator and can remove messages authored by other participants, but it can't update the content.

Comments

Participants can comment on messages to provide feedback or discuss the content. Comments inherit visibility from the parent message.

Files

Files is a dedicated view of all message attachments and direct file uploads. Message permissions extend to files and participants see just the files that are visible to them. Files can be downloaded and file metadata shown. Participants can easily open the associated messages. Hosts can upload files directly (instead of via activity) to their rundl file repository configure visibility using our standard visibility pattern. Enterprise hosts can also activate file versioning so a compliant record of file changes are kept.

Visibility

Visibility provides complete control of the audience for anything participants post into rundls, such as messages and files. Visibility can be limited to specific participants and/or roles. In practice this means people can still have private discussions within the overall transaction community. When visibility is granted to specific participants directly the content will always be visible to just to those participants. If roles are selected, the content is visible to participants assigned the role(s), making it easier to set the right audience for posts, such as when participants change over the lifetime of the rundl even after the content is published.

Related services curation

Hosts can curate the related services offered in each rundl by selecting the appropriate services in their service network. Curation produces a set of related services that are relevant, contextually, on a case-by-case basis. For example, hosts may curate services available in their customer's suburb or location.

Offer related services in steps

Service providers can offer related services in steps for a more intuitive order referral experience. Hosts will can trigger marketing emails by activating a step. Participants will receive the notification and click a link to view the step, see marketing information, and choose from a range of offers from other service providers on Rundl.

Related rundls

When participants order a related service, once the order is accepted it is delivered in parallel as a related rundl. Participants can see their network of related rundls.

Rundls filters

Rundls can be filtered according to a range of properties. This includes filtering by full text on rundl name and description (e.g. show me all my rundls where description includes "Prahran", by rundl status (e.g. show me all my "Completed" rundls), by service (e.g. show me all my "Real Estate Sale" rundls), by participant (e.g. show me all my rundls where "Jo Consumer" is participating), by step status (e.g. show me all my rundls where "Contract Exchanged" step is completed).

Fields

Store custom data within the context of a rundl transaction. Ideal for integrations, fields are defined on a model and can be populated in a rundl. A field may have a custom type and schema, or use one of the default primitive types.

Pins

Hosts can pin messages from activity to bookmark a list of important posts for quick access.

Context

Summary

People can access information and act in Rundl using different security contexts. Context is Rundl's solution to the data access controls required in multi-sided transactions within an open business network. It's worth noting that context is transparent to regular participants until they join their first group and use Rundl for work.

Accounts

Most interactions on Rundl are scoped to an account. People act either under their personal account, or under one of their group accounts.

Group contexts

A group member's access to rundls and services may be scoped to a further, lower-level context. Group contexts cater for multi-dimensional access to data and capabilities according to typical scenarios arising with most organisational structures. Groups, teams and members are all distinct security contexts that can be granted access to information and privileges, allowing advanced access controls and contextual views of business transactions.

Requests

Summary

Requests are an approval queue to give you control of your connections on Rundl. Approve or deny requests to join groups and teams, participate in rundls, subscribe to services and more. Configuration settings allow account holders to opt in automatically to some types of requests.

Request status

Track pending and completed requests, both sent and received, with notifications to alert you to new requests.

Activity

Summary

Activity is the engine of collaboration on Rundl. Activity provides a rich stream of temporally relevant information for participants so they're in the loop about what's going on in all their transactions.

Communications

Messages and comments are delivered into a global activity feed, or into a feed dedicated to each rundl. Updates to existing posts or new comments on messages stay in context and push the whole thread back to the most recent activity.

Status updates

All rundl status updates are delivered into global and rundl activity. Step status updates can be optionally sent to activity. Activity items leverage rich content such as video or images to create a social media style collaboration experience.

Notifications

Activity items are accompanied by email notifications which link back to the activity context. (Note notifications are configurable and can be controlled by user settings.)

Pins

Hosts can pin important messages to the "Pinned messages" sidebar in any rundl, for easy reference.

Tasks

Summary

Organise work better with tasks, done the Rundl way. Go beyond just team collaboration and share work items with any participant in your transactions.

Reminders

Reminders provide a time-sequenced view of work assigned to any participant in your rundls. Assign a message in activity to a participant and set a reminder date.
Participants can view reminders in their rundl and filter by time. Teams can also use their tasks view to see reminders across all their rundls. Managers can check up on what other team members have got scheduled to get ahead of problems such as absence or workload.

Metrics

Summary

Event based metrics provide insights about transactions hosted Rundl. Key metrics are presented in dedicated dashboards so members can better understand the performance of their processes.

Rundls

Get insights into growth in uptake of your services by tracking rundls started.

Orders

Get a real time view of orders to deliver services that you receive. See how many have been approved and declined. Also see how many related services are getting referred to your 3rd party referral partners from within your rundls.

Summary

Full text search provides really fast navigation across a range of entities on rundl. Search is global, so users can find information from any context navigating to search results switches context as required.

Rich query language

Power users can leverage our search engine's rich query language for powerful, targetted search.

Filters

Advanced search allows users to filter search results to just messages, comments, rundls, people, services and requests.

Rundl apps

Summary

Rundl builds a number of applications that are available to all users so they can easily start using the Rundl platform.

Web app

Rundl delivers a full-featured, responsive web app for participants, hosts and administrators to use all the capabilities available in the underlying platform. The app runs in modern browsers and uses standard web technologies like HTML/CSS/JavaScript.

The home screen is a good starting point for new users, showing just a list of recent transactions. For professionals using Rundl for work, the web app has advanced views to aid navigating and filtering across 1000s of transactions. A key feature is the work board, a Kanban-style board showing hosts an overview of an entire program of work in a single screen.

iOS

The Rundl iOS app runs on mobile and tablet devices from iOS version 8.0 and up.

Text formatting

Rundl apps support a simple syntax for formatting text as italic, bold, numbered and ordered lists, and external and internal links.

Email bridge

Participants can post messages or comments by emailing a special Rundl email address. To post messages, Rundl provides a unique email address for each specific transaction. To comment, each Rundl notification email for earlier comments or messages contains a reply-to address. Content is pulled from the email body and email attachments uploaded.

Add-ons

Summary

Add-ons extend Rundl's core collaboration with additional features and integrations that allow hosts to solve problems specific to their flow.

DocuSign Electronic Signatures

Rundl has partnered with DocuSign to deliver document signing. DocuSign enables people around the world to electronically sign documents, approvals, and agreements - on any device, in any time zone.

Rundl Property AU

Rundl Property AU adds Australian property details to your services. Collect property details with address validation and view the results on a map.

Integrations

Summary

Rundl is an open platform for multi-party, multi-transaction process integration and collaboration. Rundl was architected from day one to support third party applications and integrations. Anyone can get access to the Rundl API to build applications that use or extend our core features.

REST API

The Rundl API is a RESTful Web API, providing programmatic access to resources representing relevant concepts on our platform. It includes URLs to access resources, leveraging built-in HTTP features to handle requests and return responses.

Event subscriptions

Rundl Event Subscriptions is a callback solution that enables your application to be called when an event of interest occurs on the platform. The solution involves subscribing to particular event types, which are sent to a target service in your own infrastructure that you manage.

Embedded apps

Embed your custom HTML5 web app in an iframe container on Rundl's web app at https://go.rundl.com for presentation layer integration.
An embedded app is provided OAuth credentials upon registration, and is configured with an HTTP end-point where the app resides. When a request is made to load your app a signed request that is sent that can be used to verify the authenticty of the request and includes information that allows you to establish a session for a user when further interactions with the Rundl REST API is required.