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ImageSite Workflow automates
your most important business and engineering
processes. Define your work as
a series of inter-related workflow steps
with assigned deadlines. Assign users to
perform tasks at each step with detailed
instructions and linked documents.
ImageSite Workflow automatically notifies users at each step (by email), telling
them that they have work to perform.
Pending work is also listed in each user’s
workflow Inbox. Users complete their assignments
using linked documents and the
broad range of ImageSite’s collaboration
features.
Users advance workflows from the current step to a next
step as each task is
complete. Users who are expected to perform work at
the next step are automatically notified.
This cycle continues until the process is
complete. The result is a
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highly efficient workflow that can be managed against an
expected schedule. Completed workflows
include the entire history of tasks performed,
including dates, times, comments,
and relevant linked documents.
Company to Company Collaboration
Since there is no software to install on
individual computers, all the user needs
is a Web browser. This means that ImageSite
can be used both by internal users and
by external partners such as consultants,
suppliers, contractors, or customers.
Internally, workflow can be used to automate
work processes in small groups or
across entire organizations. Assigned tasks
display in each user's Workflow Inbox,
creating an automated "todo" list. Email
notification focuses users on new work
as it is assigned.
Externally, workflow is a great way to
connect with customers, suppliers,
and contractors. Simple workflows can be
used to route information for review and
approval to external company users. Since
workflow sends traditional email, even external
users are notified of new actions and
information. Workflow tasks that are late
are automatically flagged for follow-up, so
nothing falls through the cracks.
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Save time
- Automatically route work assignments to the right users with email notification and a pending work inbox.
- Reduce down time between work steps.
Save money
- Lower overhead costs since less administrative
staff is needed to push work from task to task.
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Eliminate Errors
- All tasks are handled through a consistent and automated workflow process so lost, misplaced, or delayed work is eliminated.
Improve Service
- Customer-related tasks are expedited, meeting or exceeding the service levels expected.
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Improve Control
- Work with confidence that your most important tasks are handled consistently and effectively.
- Manage work in progress, optimize workflows for greatest efficiency. Maintain complete records of tasks, including all participants,
decisions, linked documents, comments, date & time stamps, and more.
- Automatically route linked folders, documents, and markups from user to user to complete any type of business or engineering work process.
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Key Workflow Functions
ImageSite offers extensive ad hoc distribution and collaboration features that can greatly boost productivity. Workflow module extends these benefits by providing structured work processes that automate collaboration activities. These workflows ensure that users follow specific procedures to handle important business tasks.
Workflow lets you handle the following:
- Review workflow diagrams to understand which step is currently active, users at each step, and deadlines set for each activity.
- Assign multiple reviewers to any step of the workflow.
- Delegate work to others by reassigning responsibility for a task from yourself to others.
- Receive email notifications of tasks that have been directly assigned or delegated to you.
- Receive email updates from users to whom you have delegated assignments.
- Receive email notices of work that is past due.
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- Link workflow tasks directly to documents, markups and other information you need to get the job done.
- Establish workflow decision criteria to ensure that the appropriate people review or approve documents.
- Notify various individuals via e-mail of the steps that require attention or steps that are past the scheduled due date.
- Add descriptive comments to explain decisions or collaborate with others in the workflow process.
- Use custom attributes to categorize and find workflow tasks. Automate those workflow tasks based on workflow decision paths.
- Enable multiple users any workflow
step to perform parallel work processes. Use the "Any Can" condition
at any workflow step to enable a first-come first-serve approach. Use the
- "All Must" condition at any step to enable group consensus and decision making.
- Maintain work history of workflow activities with date & time stamps.
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- Monitor progress of workflow tasks against individual or multiple schedules. Identify workflow issues that are
approaching deadlines and take corrective
action.
- Link individual workflows together to let the exit of one process become the start of another workflow process.
- Use a powerful search engine to quickly find work in progress based
on various attributes including type, title, creation date, description, comments, and more.
- Monitor progress of workflow tasks against individual or multiple schedules. Identify workflow issues that are approaching deadline dates and take
corrective action.
- View reports on screen or export data for further analysis.
Leverage ImageSite's security model so that only designated users can access
the appropriate features & stored information.
- Automatically update document attribues
based on workflow process.
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