opening a new office process
DESCRIPTION
An example of an "opening a new office" workflow process example using PNMsoft's workflow software platform.TRANSCRIPT
HR Collaboration Portal
New Office process initiated from online form
Task sent to IT department
Open Tom’s Outlook (IT Department)
Details of task are embedded in the email.User can approve decline from Outlook tollbar
Workflow Status
Tom’s task – setting up software for the new office
Task sent to HR Department
Open Peter’s Outlook (HR Department)
Task details are embedded in the email
Peter’s task – Adding office employees to HR system
Task sent to Accounting Department
Open Mark’s Outlook (Accounting Department)
Task details are embedded in the email
Workflow Status
Marks task – setting up account for the new office
Audit Trail
Case Management
Team Performance
Team Status
Late Tasks - Report
Report can be exporting to PDF and Excel
Report in PDF format
Report in Excel format
Opening the Report Builder
Managers can create their own reports – without code
Filtering the report – cut and dice
Reports can be saved, exported, printed and distributed