The DataView Workflow feature offered for DataView RMS allows any size company to automate document intensive, approval-based processes across departments and systems. Our package includes tools to design forms, create documents, assign roles and users, create routing rules, and interconnect with our DataView Cabinets.
Some of the departments that can be improved by DataView Workflow:
| Department | Potential Workflow Documents |
|---|---|
| Accounting Department | credit applications, claim forms, purchase request, invoice approval |
| Sales Department | special pricing approval, contract approval, order processing |
| Human Resources | new hire process, expense reports, vacation requests, time sheets |
| Management | employee reviews, employee certifications, mandatory training |
| Government | permits, zoning approvals, budget approvals |
| IT Department | help desk requests, RMA requests |
As an example, a purchase approval workflow may contain the following:
Some of the benefits that companies will get from using DataView Workflow are:
- Consistency of a process between users.
- Ability to track the progress of a process.
- Enforcement of policies and procedures.
- Audit trail.
- Archival of documents and information after the process is complete.
- Users have access to the information at all times.
- Management of ongoing processes at all times.
- Allow workflow model changes at any time.