opening a new office process

Post on 26-Jan-2015

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DESCRIPTION

An example of an "opening a new office" workflow process example using PNMsoft's workflow software platform.

TRANSCRIPT

HR Collaboration Portal

New Office process initiated from online form

Task sent to IT department

Open Tom’s Outlook (IT Department)

Details of task are embedded in the email.User can approve decline from Outlook tollbar

Workflow Status

Tom’s task – setting up software for the new office

Task sent to HR Department

Open Peter’s Outlook (HR Department)

Task details are embedded in the email

Peter’s task – Adding office employees to HR system

Task sent to Accounting Department

Open Mark’s Outlook (Accounting Department)

Task details are embedded in the email

Workflow Status

Marks task – setting up account for the new office

Audit Trail

Case Management

Team Performance

Team Status

Late Tasks - Report

Report can be exporting to PDF and Excel

Report in PDF format

Report in Excel format

Opening the Report Builder

Managers can create their own reports – without code

Filtering the report – cut and dice

Reports can be saved, exported, printed and distributed

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