Streamline Processes
It’s an efficient workflow system that allows employees to collaborate, reduce bottlenecks & increase scalability.
Salient Features
Functionality
- Initiate Request : A user can initiate a new request themselves or on-behalf-of someone else and also see the process flow & different levels of approvals.
- Add Notes : Users can add supporting information as a note so that the approver can gain crucial details of the request.
- Documents : Upload any image, document or spreadsheet while creating a new task by choosing the file from the file explorer.
Access & Authorization
- Assign Access : Admins can choose to assign roles such as reporting manager, supervisors and approver according to their requirement.
- Set Conditions : The company can set parameters according to the different value, specification and type of the request that is being generated.
- Delegate : Allows a different user the right to approve/reject any request on his/her behalf. This feature is useful in the absence of a RM/supervisor.
Progress Tracking
- Email : Email notifications will be sent to the request initiator whenever any action such as approval, rejection, new note etc. is made on the request.
- Pending Actions : Check past requests and pending actions on current requests they have generated or the ones that need their action under this menu section.
- Process Flow : Users can see a progress bar which has different icons when they log-in, showing the process flow of requests in the workflow system.
Request Cycle
- Approve : Define approval levels for requests thus collaborating supervisors from different departments & ensuring approvals are processed on time.
- Reject : Supervisors or Reporting Manager can reject the request, add a comment in the notes section and ask the request initiator to re-submit it for approval.
- Recycle : The reporting manager can perform this action if he/she wants some changes which can mentioned in the added notes/comment section.
arrow_right_alt
arrow_right_alt
