Workflow

Overview

Workflow is an automated method of performing routine tasks as well as communicating more effectively with your employees. These tasks can range from automatically generating emails, to popup messages and reminders, to issuing an automated list that guides employees through their required tasks.

Key Features

  • Automate business tasks with user-defined Checklists and navigation to forms/reports
  • Check for issues – such as expiring licenses, overdue approvals, and upcoming training
  • Use Pop-up reminders, e-mail messages, Mail-merge letters, and Checklists to simplify training and ensure tasks are completed on time.
  • Easily administer outstanding tasks – who is causing the bottleneck?