eInfotree

Workflow Module Features

• Reusable Workflow Templates
• Reusable Notification Templates
• Configurable Task Icons and Colors based on Priority
• Automatic checks to ensure correct Workflow
• Configurable Document Status Values
• Configurable E-Signature and Reason Settings

• Route multiple documents in a Workflow
• Support for Serial and/or Parallel Routing
• Designate tasks to individual users or groups
• Designate group leaders that can delegate tasks to group members with a drag and drop interface
• Single point graphical display of all In Progress, On Hold and Completed Workflows and Tasks from the Task Console
• Workflow Console Inbox for each user provides a graphical and intuitive display that flags all tasks that need action
• Group Leaders have visibility into the Workflow Console of all group members for better tracking
• Summary views of task status for each Workflow
• Track Workflows based on Status - Not Started, Started, Halted, Cancelled or Completed
• Search Workflows based on user defined criteria

• Configure Automatic Notifications based on Task or Workflow Status
• Automatic Notification of Task Responsibilities to Users
• Automatic Notification of all Tasks that have crossed the Threshold
• Twenty five meaningful Reports and Graphs such as Threshold Crossed, Late Workflows, Workflow Durations and Workflow Status Graphs