A COMPREHENSIVE WORKFLOW MAKES ALL THE DIFFERENCE WHEN IT COMES TO CORPORATE EFFICIENCY
Workflow
Often, the most time consuming part of creating, routing, using and returning document, item or
record is the path it has to follow in order to complete the process. This is referred to as
the workflow. With Records Studio’s advanced Workflow Module, client-created
and user-defined workflows can be used to ensure that the fastest and most efficient path for
any and all workflows in your corporation are employed.
Records Studio:
- Easily create new workflows based on existing workflow definitions
- Submit workflows into the system with the required items already attached; or others can attach or remove items during the workflow process
- Save a draft of your workflow to gather more information before submission into the system
- Easily manage your workflows and track the progress of the work with a single click of the mouse
- Easily locate a specific workflow with our easy to use grouping, sorting and filtering functionality
- A special Workflow Activities pane notifies the user when a workflow has reached his/her involvement in the process; and continues to notify that user until the desired action is taken or the process is canceled/terminated
- Employs full-functioning state-of-the-art security protocols to ensure that only the individuals or groups required in the workflow have access to the workflow
- User-set notification users/groups, periods and methods during the easy to use creation process
- User-set expiration if no action taken within the specified period
- Add notes to the workflow for a permanent record of actions and problems during the process
- Track the flow history with the built-in history tracker in each workflow
- Add or delete items or scan-in documents to create a new item from within the workflow screen
- Preview added attachments for each item in the workflow
- Facilitates accurate and efficient version control of documents and files
- Enables internal/external teams to participate in the creation and maturity of organizational content
- Allows systematic governance of organizational content in accordance with established business processes
See all the Features & Benefits of Records Studio.