Workflows allow an organization to create and establish digital business processes by describing how the tasks are done, by whom, in what order and how quickly to achieve productivity gains, and improved efficiency and customer service.
A workflow process map (route) can be designed and published using the Workflow Designer application. Each step of the process can be assigned to a different business function and users can access the work at these steps to perform the required tasks.
SoluSoft N2WDMS provides three different types of workflows for the distribution of information and/or tasks through a work process according to an organization’s rules and policies.
(1) Hierarchical Workflow
Using Hierarchical Workflow, the administrator can initially set a user hierarchy which is displayed as a tree structure. Using a parent-child structure, work item(s) can be routed within the system.
Using this structure users can create a new workflow, process work items according to the parent-child roles, send work items to their parent or child role, delete work items, view the history of the workflow item and search current or past workflow items for given search criteria.
(2) Rule Based Workflow
Using rule based workflow, users are presented with a list of items waiting at activity queues to which the user is assigned. Administrators can design workflows with activities and rules using N2WDMS graphical Workflow Designer.
In a Rule Based Workflow, Once a workflow process is defined by an Administrator, users can instantiate a new workflow item, process relevant work items to which the user is assigned, pass work items along to the next activity queue, view the history of the item within the process and search for items matching specified criteria.
(3) Free Flow Workflow
In Free Flow Workflow , any user of N2 can start a new workflow with a template they are permitted access to, process any work items, pass along a work item, if permitted delete a work item, view the history of the workflow, search workflows for given search criteria and view the status of the workflow.
- Create Workitem
- Index and Re-Index Workitem
- Search Workitem
- Pend / Auto match/ Auto Un-pend Workitem
- Update Workitem Metadata
- Upload/Download content from/to Workitem
- Assign Case/ Reassign Workitem
- Track Workitem History
- Close/Reopen Workitem
- Multi-file Format Viewer
- Add Notes to Workitem
- Manage content version and history
- Map Business Process Configure Workitem
- Distribute Workitem to user or Work Step
- Escalate Workitem
- Workitem Dashboard
- Process Workitem Tasks
- Delegate Workitem Task To an Expert
- Task Chek List
- Create Correspondence From Workitem
- Generate Reports and Analytics
- Send Email Notification
- Provide Breadcrumb
- Persona based User Interface
- Link Entity to workitem
- Document CheckList
- Configure Straight Through Processing
- Integrate with in-house and 3rd party systems such email
- Access via Web browser or mobile app
- Favorites and recent query
- Form Layout
- Secure Portal for Public Use