.

Overview
Application with workflow

Analytics
Analysis of workflow stages and outcomes

Secret Sauce
Completely customisable

{INFO4}

Workflow Software                                                    

By making use of Workflow Management Software, a process can be easily tracked and managed, identifying and removing bottlenecks and assigning roles to specific employees or departments. Workflow Management will not only improve the quality and performance of the company but will also provide a full audit trail of what has been done and who is responsible for the various processes in a workflow.

Companies frequently struggle with tracking and managing workflows, making application workflow software essential for any size business. Workflow management is designed to facilitate workflows with any number of internal processes by assigning the specific process or role to an employee, system, or department. The workflow management system allows you to track and see who is responsible for the next process or what stage the workflow is in by assigning the role to a specific source.

The workflow management system is designed in such a way that it can be used with any type of process or workflow. When assigning roles, you can structure the workflow in such a way that after one process is complete, it can jump certain processes, skip or just move on to the next process in line.

The application for the Workflow Management System also includes a form generator to create your own forms in the specific way required. This enables organisations to create online forms to capture client details or any other details whatsoever.

Workflow management also allows for reports to be drawn by managers or users on various elements such as:

  • Throughput by role
  • Throughput by employee
  • Workflow process timing
  • Overdue applications
  • Overdue Processes
  • Etc.

Form field types in the workflow software application:

  • Text area large, small
  • Date
  • Time
  • Select box dropdown - Province
  • Select box dropdown - Country 
  • Title select
  • Number
  • Tel no
  • Radio button
  • Checkbox select
  • Employee select
  • Department / Division select
  • Tel numbers
  • Workflow selection
  • Contact name: First
  • Contact name: Surname
  • Contact student number
  • Contact select dropdown
  • Money
  • Image verification
  • Label wrap
  • Link
  • URL
  • Members fee
  • Year
  • Security
  • Birthdate
  • PDF uploads
  • Excel/Word Uploads
  • Terms and Conditions
  • Countries Import/Export
 

Overview of an application for workflow software:

  • Personal details

  • Billing setup of the member/student/client

  • Forms already created and groups of forms

  • Workflow 

  • Workflow steps 

  • Archived forms with ability to enable the form

  • Edit function for administrator use

  • Role allocation

  • Incomplete forms list
 

            


 

The application Workflow software creates a process for your company. This example is of a learning institution creating a process flow form. Each company creates processes unique to their needs. Forms can be grouped and used for specific applications. The list of forms shows the stage of completion for their registration process, and if incomplete, the user then has access to "Select" the incomplete form and complete it. Thus there is a constant record of which work is outstanding and which areas are complete.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

              The workflow software application is managed, showing which step the form is at and what the next step should be for easy search and access. Access to the forms is set using security levels, i.e., a form for an outside user is accessible to all to complete, e.g., when a person needs to apply for a conference and access the form via a website. The forms for internal company processes will be set with higher restrictions on security access to target only those who are allowed access.
   

The application workflow software can use groups of forms for a particular function, e.g., enrollment of a student or application for a course. The different forms attached to that process flow are shown here and are available for editing or previewing.

 

 

 

The workflow has an audit trail of the actions followed for the process.

 

 

 

  Use the application workflow software to track student or membership billing and methods of payments. 
  Keep track of duplications. 
  Forms have multiple "types" that can be used for creating them to get the most accurate information.
 

Use forms in the workflow software application for contact details:

  • Personal contact details
  • Company contact information
  • Learner contact details
  • Member contact information

Clientèle