Manage Workflows

The system makes your processes and assignments proactive by using template workflows. You can build as many workflows as needed. Be as specific or generic as you want when building your workflow processes. Since most of your workflows are similar, creating a new workflow is done by editing an existing workflow and saving it with a new name. This makes it easy to create a workflow for a ‘one off’ if needed.

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Workflow templates make your processes proactive. The workflow diagram is drag and drop so it is easy to manipulate. You can assign documents, notes, reminders to workflow steps that will be included with the activity associated with that step. Assignments can be made to individuals or workstations. Workflows can be in series or parallel.

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