Efficient processes drive organizational success. IntelDocs Workflow module enables custom workflows for tasks like order management, onboarding, and invoice approval. By automating processes and eliminating bottlenecks, it enhances productivity and supports timely, informed decision-making.

The Workflow and Process Management module is designed to optimize how tasks and actions are performed on documents or folders by individuals or teams. It ensures seamless task coordination by automating workflows and visualizing processes in a clear diagram format.

• Automated Task Sequencing: Workflows automatically link tasks across one or more users (actors), ensuring smooth progression and clear accountability.

• Flexible Task Execution: ○ Tasks can be executed as standard or parallel assignments across multiple actors. ○ Tasks can be claimed by the first available actor from a shared pool. ○ Tasks can be performed automatically by the system, reducing manual intervention.

• Deadline Management: Assign deadlines to tasks to ensure timely execution.

• Structured Business Processes: Organize and standardize your company’s operations with clearly defined workflows.

• Optimized Resource Coordination: Manage workloads efficiently by assigning tasks to the right actors with predefined roles and deadlines.

• Task Tracking and Supervision: Monitor task progress, ensure proper sequencing, and quickly identify bottlenecks.

• Enhanced Flexibility: Delegate tasks when key team members are unavailable to maintain momentum.

• Checking the progress of a process : workflow process administrators and users can monitor the progress of a document's workflow, track its status in real-time, and review the associated task diagram for a comprehensive overview of the process.

The IntelDocs Workflow module is versatile, supporting a variety of organizational workflows, such as:

• Leave requests

• Order and bug tracking

• Document quality management

• Investment and expense reimbursement requests

• Customer claim and information tracking

• Training and support requests

• New product launches and internal memo validation

• Purchase orders

• Task list : Users involved in a workflow can see their task lists that update in real time. They can also view completed steps and remaining tasks.

• Task delegation : Assign one or more tasks within a process to another actor for a specific period, starting from a designated date.

• Notifications via email : For each task in a process, email notifications can be configured to alert the assigned actors and/or process administrators, ensuring timely updates and effective communication.

• Defining the type of tasks to be performed in a process : The type of tasks and the actors assigned to perform them are defined together to align with the process requirements. Each task is assigned a deadline and can be executed in one of four ways:

- Standard Task: Performed individually by a designated actor.

- Parallel Task: Completed simultaneously by multiple actors.

- Pooled Task: Claimed and performed by the first available actor from a group.

- Automatic Task: Executed automatically by the system without manual intervention.

With the IntelDocs Workflow Module, organizations can streamline processes, enhance collaboration, and ensure better oversight of task execution, all while improving operational efficiency.