workflow management sheet round 2 · the report will appear in the approvals folder of the message...
TRANSCRIPT
workflow approval management
Spillman’s Workflow Approval Management feature allows individuals, their supervisors, and records clerks to monitor the approval status of reports. Agency personnel can conveniently assign and track the approval process from any module within the Spillman Public Safety System. Using the Message Center in the Mobile Communications solution, agency personnel can also efficiently manage key aspects of workflow to maximize reporting accuracy.
advantages
Track the status and assignment of an individual record
Generate workflow approval records automatically
Update a record or its status
View the approval status history of a record
Search for specific approval records
Customize a record approval configuration
automated workflow
Workflow is generated in three ways using the Spillman system. First, you can initiate workflow by assigning a record manually. Second, the workflow can be automatically generated when you close a CAD call window. Lastly, the workflow can be automatically generated when you save an electronic incident form. Regardless of how workflow is initiated, the report is essentially embedded in the record to be approved.
Based on the nature of the incident, the system can be set up to automatically initiate a workflow process for certain record types. The report will appear in the Approvals folder of the Message Center for the responsible individual, supervisor, or group. The workflow message will display the record number and its status in addition to a link to access the full record.
approval configurations
Workflow approval configurations allow you to create a unique workflow process for your agency as well as for any individual Spillman module. Each configuration determines the approval steps each record must go through before it is considered complete. Because these steps can vary by agency and module, Spillman enables you to customize these steps to complement preferred agency procedures. Even on a shared server, each agency can define its own workflow processes.
workflow approval management
Sample Module Configurations:
Law Incident Record Pawn Record• Input • Input• Supervisor Review • Review• Records Department Data Validation • Complete• Final Review• Complete• Reopened
supervisorpatrolman
approval record / report
database
workflow
mobile integration
Using Spillman’s Mobile Communications solution, you can link directly to the report and view or update its contents from the field. In addition, you can initiate workflow or view the approval history for any record. First, the Message Center notifies you of assigned records by displaying the number of unread or new approvals on the Message Center Today screen.
In addition, an approval record is sent to the Approvals folder in your Message Center.
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When the status of a record has changed, you can update it by selecting the Update Status option from the Message Center . The Update Status window appears where you can assign the record to an individual or group, change the status of the record, and add any additional comments .
While viewing a record from the Message Center, you can expand the Approval History section to review a sequential list of the approval steps associated with a Spillman record.
You can also update the contents of a record by selecting the Update Record option from the Message Center . The system will open and display the record for modification .
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Copyright © 2007, Spillman Technologies, Inc. All rights reserved. Information is subject to change without notice. Rev. 01.04.07
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about spillman
Spillman Technologies meets the individual needs of public safety professionals with a full suite of software solutions. The software is installed at more than 600 agencies nationwide.
managing workflow
When the Workflow Approval Management feature is enabled, the Approval button appears on the application toolbar and the Approval Status area appears at the bottom of certain screens.
approval reports
Spillman provides Workflow Approval Management reports to summarize your agency’s current approval records, detail all approval records and approval history records, and list all completed or deleted workflow.