WORKFLOWWorkflow is flowchart-based and schedule-driven; it carries documents from user to user to automate virtually any time-dependent business process while allowing project managers to review and manage key tasks, including late notifications
BENEFITS OF WORKFLOW
On-time completion of important tasks
Visibility of work falling behind
Improved work assignment and enhanced communication
Engineering Change Requests
Use ImageSite's Engineering Workflow module to automate the engineering change process, including requests and authorizations. Route work packages for review and approval and then forward the change request to users who need to make modifications, including CAD users and drafters. Workflow drives users directly to applicable documents and markups. Users can check-out linked documents, update drawings, and check-in revised files, all while initiating notifications and task assignments.
Automatic version control of updated drawings
Different schedules for workflows can be used for expediting
Complete tracking of all actions and associated comments
Templates for easy implementation
Delegate assignment of responsibility or request input from other users
Establish structured response strategies, through resolution, for all types of business and engineering issues. Tailored uniquely to your business, issue management can range from simple routing slips, to complex, multi-step processes with critical schedule deadlines. Establish various notification triggers for both email and internal notifications. Create queues for document processing and approval, rejection, or dispute resolution.
Files move automatically to applicable folders for queue management
Send emails to third parties as each step is initiated
Automatic application of approval or rejection watermarks for printing
Specific workflows for dispute resolution
New Document Indexing and Review
Use ImageSite Workflow module to provide structured review and approval processes for new documents going into ImageSite. Documents can be automatically routed to designated users for quality control review, indexing and release approval. In combination with Simple Index, scanned files can be automatically indexed and routed for review. Once approved at each Workflow step, documents can be automatically moved to a new folder so other users may participate in assigned tasks.
Propagation rules can automatically assign metadata values
Use Simple Index to rotate, deskew, and clean up scanned documents
Set up acquisition queues for uploading of scanned and electronic files
Notifications for uploaded documents and drawings
Company to Company Collaboration
ImageSite can be configured to send and receive files to/from vendors, contractors, customers, and employees automatically. Route information for review and approval with applicable email notifications. External contacts who are set up as users in ImageSite can be given a Dashboard showing outstanding items and files recently downloaded or uploaded.
Full audit tracking of all file movements, including downloads and markups
Real-time collaboration using mobile devices and markup
Set up notifications when files are received
With eSync=Site files can be provided to third parties without emailing as attachments
SCHEDULE A DEMO
The best way to understand what ImageSite can do for you is to see it for yourself.
Contact us to learn more or schedule a demo and let us show you our software in action.