Workflow Management

Workflow Management

What is Workflow Management?

ImageSite’s Workflow+ automates your most important engineering and business 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 all the documents the user needs linked directly to the assignment along with a desired deadline.

Manage engineering processes using our canvas-like building tool, to easily create, edit, and conceptualize workflows. Using simple rule-based logic, you can control the actions of a document at each step, eliminating the need for the manual transfer, deletion, publishing, copying, or archival of documents and drawings.

Workflow+ allows system admins to automatically adjust user permissions at each step, ensuring your company’s files are managed securely and only when needed or create totally automated lifecycle templates such as for approval routing or archiving.

Workflow+ can be used to manage a wide variety of review and approval processes, and includes a versatile voting feature that can be modified depending on your company’s needs. This module is highly intuitive for all members of your organization, giving permissioned users the ability to create and automate complex workflows in just minutes!

The software automatically notifies users at each step, either through conventional emails or internal notifications that appear in the user's Dashboard, or through both. Users can establish how often they receive internal notifications and through which mechanism they prefer.

Why use Workflow Management Software?

Internally, Workflow+ can be used to automate work processes in small groups or across an organization to vastly increase project efficiency and ensure nothing falls through the cracks. Externally, it's a great way to connect with vendors, contractors, and customers.

You can utilize Workflow+ to increase productivity and control key document-centric workflows, such as engineering change requests, file distribution, document processing, and document retention.

Integrate Workflow+ capability with Transmittals and RFIs/Submittals to initiate, track, and report on these key functions.

Engineering Change Requests

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Automatic version control of updated drawings

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Approval tasking using different voting schemes

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Different schedules for workflows can be used for expediting

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Complete tracking of all actions and associated comments

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Delegate assignment of responsibility or request input from other users

Issue Management

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Files move automatically to applicable folders for queue management

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Send emails to third parties as each step is initiated

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Automatic application of approval or rejection watermarks for printing

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Specific workflows for dispute resolution

eQuorum

eQuorum specializes in engineering workflow and document management. Our comprehensive, yet easy-to-use software provides the solution to manage data from design to manufacturing and production, to sales, support and administration.