Workflow Module
The business process management (workflow) module lets you define a multiple-step workflow to route documents to different user's "inbaskets" for processing.
The users use their web browser to see all documents in their inbasket. This can be done over intranet or the Internet. An example of a simple workflow would be routing A/P invoices to the manager responsible for approving the invoice.
An example of a multiple-step workflow would be routing an insurance claim document to five different departments, which could be in five different cities. The claim document would not be seen in the inbasket of, e.g., department five until it was processed by department four.
How to Route
Scanned documents can be routed by the scanner operator, where the operator could choose the workflow from a pick list. For example, the documents could be assigned to route to Bob Smith, and then to Sierra Lewis after Bob Smith completes his work on the document, and to Jim Davis after Bob Smith completes his work.
Scanned documents can be routed by a barcode affixed to the document, or barcodes on a separate page placed before each document.
No matter how the workflow is initially assigned, you can grant users permission to override the assigned workflow, and send documents to any other users, in an ad-hoc fashion.
Approve Documents
When a user looks at a document in their inbasket, they can click a button to "approve" or "acknowledge receipt" of the document. Their name will be automatically entered into the "Approved By" or "Acknowledged By" field, with a date/time stamp.
When looking at a document in their inbasket, a user can also key in data, such as cost codes or comments.
When a document is approved, SearchExpress can automatically email the next person in the workflow to inform them they have documents in their inbasket
Management Reports
Managers can view an "Unapproved Document Aging" report to show all documents unapproved after a manager-selectable number of days.
SearchExpress is designed for Windows 7/2008/2003/Vista/XP platforms.
Guarantee
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For more information on SearchExpress document management software, please call us at (205) 985-7686 or click here for more information. Our email address is SxSales@searchexpress.com. |
