Configurable Workflow Engine
Use the rules builder to define the business rules behind each process: task transition and notification, task routing, permissions, user roles, and the authority rules that govern who can act.
A Task List for Every User
Every user gets a single task list showing only the work they are authorized to handle, based on their position, role, community, and delegations. Everything needed to complete a task, including the right security privileges, travels with it.
Alerts and Task Messaging
Users are alerted to new tasks by portal or email, and notifications can be sent to individuals or groups. They can correspond securely through task messaging, with that history retained for reference and audit. Reports can be emailed automatically, and even scheduled.
Routing That Reflects Reality
Route work by position, role, competency, custom form fields, or numerical ranges. Workflows can follow the user when they change roles or stay with the position, so routing holds through organizational change.
Escalation and Event Bypassing
If a task is not actioned in time, it escalates automatically to someone with the right authority and competency. When conditions are met, the workflow can skip ahead and bypass steps that no longer apply.
Wrap and Maintain External Data
Workflows can read and maintain data in external and vendor systems without custom interfaces or data conversion. A recruitment process could send an applicant to a third-party testing site, then route them forward based on the score that comes back.
Work Order Costing
Cost task completions in detail by tying work to work orders. Capture the true cost of a process down to the individual task, so finance and operations can see where effort and money actually go.
One Portal, Every Module
The workflow engine ties your modules together in a single portal. When a task in one area needs something from another, it is presented seamlessly, so people work from one place instead of juggling systems.
Gantt and Critical Path Views
Plan and track complex workflows with Gantt and CPM (Critical Path Method) views, so you can see the sequence, timing, and dependencies across a process at a glance.