DocLogix workflow – functional overview Maciej Kasprzykowski, Vilnius, 2015-04-14 www.doclogix.com
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www.doclogix.lt
DocLogix workflow –
functional overview
Maciej Kasprzykowski, Vilnius, 2015-04-14
www.doclogix.com
1. VISUAL MODELER.
Workflow management module is designed to be
used by non IT specialist
No additional applications required. Module works
directly from WEB interface
Drag & Drop method
2. VISUAL MONITOR.
Graphical and table type indication of flow stage
2. VISUAL MONITOR.
In column visualization of active workflow step
3. INTERACTIVE EMAIL NOTIFICATION.
Workflow actions:
• Assign the task,
• Overdue (pending, becomes),
Defined time norms for workflow steps
User 1
Task 1
User 2
Task 2
4. EASE OF ACCEPTANCE.
Email content or link
5. EASE OF ACCEPTANCE.
Dedicated ribbon to the document with active task
assigned for logged in user
6. UNIFIED TASK MANAGER.
Workflow and single tasks (assignments and tasks)
6. UNIFIED TASK MANAGER.
DocLogix homepage user dedicated task dashboard
7. Flexible flow models.
User 1
Task 1
User 2
Task 2
Task 3
Task 4
User 3
User 4
8. Transitions.
User decision (Accept / Reject)
Parameter as condition for flow through the branch
9. Group workflow step performer.
Methods of completing
Step 2
Step 1
User 1
User 2
User 3
User 4
Task 1
Task 2
Task 3
Task 4
All Majority 1+
10. Absences and holidays management.
Out of office functionality – point substitute (by user
himself or his supervisor),
Automatic delegation to subsititues
Perfomer
Task 1
User 2
Task 2
Supervisor
OK
User 3
Absent – Out of office
Substitute
11. Delegation tracking and task log.
12. Flow orientated document security.
Temporary permissions assignment for the
responsible performer of the task to the linked
document - on the basis of permission of workflow
initiator to the document,
13. Dynamic assignment of responsible
performer of next step / -s.
13. Dynamic assignment of responsible
performer of next step / -s.
You do not have to statically assign responsible performer of every workflow step before the workflow’s initiated
No administrator action is needed to point responsible performer for any of the next steps of initiated workflow.
The solution:
Dynamic group of users is assigned for workflow step,
It’s content is resolved by the chosen attribute from document form (to which workflow instance is applied). It can be done automatically (the supervisor of the user who is entering the document) or manually,
Certain document form tab can be shown only for certain document workflow step. This way the user can obtain in easy way the attributes he has to fill out on certain workflow step.
Claims example
CLAIM FORM
Department
Section
Person
…….
Point Dep (President)
Dep.: F
Point Section (F)
Section:
Point person (Chief T)
T
T
Point Section (T Director)
. . . . . . . .
Person:Person 1
Prepare opinion(Person 1 from T)
. . .. . . . . . . . . .
Endorse – Head T
. . .. . . . . . . . .
. . .
Approve (Director T)Approve (Director T)
. . .YES
NO
Approve (President)
. . .YES
NO
NO
Point Person (Group Section)
Point Section (Group Dep)
Prepare opinion (GroupPerson form Section )
Endorse – (Group Section)
Approve (Group Dep)
TAK
NIE
Approve (President)
TAK
NIE
Claims example
CLAIM FORM
Department
Section
Person
…….
Point Dep (President)
14. Another workflow step properties.
Commitment of assignments,
Require comments,
15. Schedules auto actions in workflow.
Automatically closing (Approve / Reject / Retain) highly overdue steps,
Set up time email reminders for the user himself (especially long term dates)
16. System action type task In workflow
functionality.
Example: email delivery,
17. Mobile access.
Tablets
• WEB access interface
adopted to touch screen
Smartphones native
applications
• Android
• iOS (demo available)
DocLogix mobile – is about reaching your tasks on the go and execute business decisions away from the office
Complexity example of workflow template.
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