Workflow

Greater efficiency is gained by using workflow to deliver documents to users that need them, when they need them. No more guessing when work needs to get done. Let the system help you manage these needs. docMgt’s unique and flexible Work Trigger system is more efficient in responding to changes in basic needs as well as those one-off emergencies that come up.

Workflow Triggers

Workflow is simply the process of moving data to the proper users or processes for them to do their share of a larger process. Once that user/process is done, the workflow system then moves the data to the next user/process for the next phase of work and so on. docMgt has a unique Work Trigger system that is designed to accomplish this in a simple and flexible manner.

Work Triggers allow you to focus on a step at a time and put them into the system simply and easily. They do not force you into a set of stringent rules regarding how and when items can move between work steps. With Work Triggers, if the works needs done then the steps will be activated and if not then they won’t. No more drawing arrows and boxes or writing scripts. Let our Work Trigger system do the hard work for you!

For the more experienced workflow users they will appreciate how they can navigate the process without being tied down by restrictions and rules forced on them with other systems. Inexperienced or casual workflow users will appreciate how easy it is to set up and use workflow.

Download the Workflow Fact Sheet for more information about the differences between workflow in docMgt and other systems.

Management and Reporting

 

Each user also has their own workflow information panel that keeps track of their performance over the past 30 days. By reviewing this, employees can see how closely they are hitting their goals and whether they need to address an issue or their process requires any tuning.

Workflow Managers have a similar panel that shows them the workflow performance across all triggers they manage. This allows them to monitor the KPI/SLA information of their processes to ensure compliance and goal attainment. They can also reassign work as needed to help spur on better productivity.

Reporting users are given rights to run current and historical reports for workflow. This includes overdue reports, user workflow reports, work trigger reports and more.

Notifications

 

Work Triggers utilize notifications via Email, Text or the docMgt UI to let users of new work assigned to them. Each notification can be completely customized to provide the proper information each user needs to get their work done. Notifications are also available on a daily, weekly, bi-weekly or monthly basis to remind users how much they still have left to do. These are configurable at the user level so each user can decide how much notification they require for their work.

Notifications can also be configured to automatically remind users on a task-by-task basis as part of the built-in Follow Up system.

Mailing List

Latest Articles

Related Articles

Workflow Processes 5/5 (2) - Workflow Processes Having a long list of triggers can seem overwhelming. Even if they are simple in and of themselves, just the shear number of them can look intimidating. With our new Workflow Processes you can groups triggers together into more manageable groups so the list doesn’t look as long. Not only that but they […]
Workflow Filtered Assignments - Workflow Filtered Assignments Assigning a workflow item to a user is typically very simple. Just select the user from the list and now every time that trigger is activated the item is assigned to that user. Or maybe you want to have a team of users work on the item. No problem, select that team. How […]
Workflow Expectations - Workflow Expectations All sorts of processes require monitoring. When data is in the system it is fairly easy to monitor. For instance, we can monitor individual work triggers to ensure that items are not sitting at one step too long. We can monitor the number of items in the queue at any given time. All […]
Configuring QuickBooks Integration - docMgt comes out of the box with built-in QuickBooks Integration to synchronize bills, vendors and account information. Refer to this previous article for more information about what the integration can do. In this article we will describe how to configure QuickBooks integration in the docMgt system. Follow these instructions step-by-step to get them talking.   […]
Workflow Approvals via Email - Workflow Approvals via Email Let’s face it. No matter how simple we make a system for workflow approvals, there are some users who just don’t want to log into any system to do it. Maybe it is because they only do this job once a month and keep forgetting their passwords. Maybe they feel they […]
Workflow – Follow-Up Actions - docMgt has a sophisticated workflow system complete with follow-up actions that are used for actions such as escalations, reminders and more. This article explains how to use follow-up actions to get the most out of your workflow experience.   What Are Follow-Up Actions? Follow-Up Actions are actions that performed on active Work Items based on […]
Workflow Part 3 – Action Types - Workflow Part 3 – Action Types In part 1 of this series we focused on the basics of workflow and how to get started creating simple workflows. In part 2 of this series we focused on Follow-Up Actions, Assign/Complete Actions, Multi-Condition Triggers and Advanced User/Team Assignments. In Workflow Part 3 we will focus on the Action Types that […]
Configuration Checklist - Configuring a new docMgt instance from scratch can seem like a daunting task. There are a lot of variables to consider such as how to organize the information, how to apply security, whether or not to allow public access to certain data and more. While it can seem endless it can be managed very easily […]
Workflow Part 2 – Intermediate Configuration - Workflow Part 2 – Intermediate In part 1 of this series we focused on the basics of workflow and how to get started creating simple workflows. In Workflow Part 2 we will focus on the somewhat more advanced options of workflow to give you more tools by which to control your processes. Specifically, we will […]
Efficiency Enhancement Tools Part 2 – Workflow Manager - docMgt provides users with several tools that drastically improve efficiency. This is part two of a three part blog series, Workflow Manager is the second tool that will be covered. These three tools include: Dashboard, Workflow Manager, and Configuration Manager (click on the hyperlinks provided to read the other two parts of this three part […]

Join Our Mailing List

Join our mailing list to receive the latest news and updates from the docMgt team

You have Successfully Subscribed!

Pin It on Pinterest