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TeamFlo : Workflow Manager
- Track and trace work in progress
- Manage service levels for staff and contractors
- Business Intelligence reports allow proactive management
- Performance reports identify training needs
TeamFlo guides a piece of work from initiation
to completion. The power and flexibility of TeamFlo in the KnowledgeBase system
lies in that the administration and level of complexity are governable
by you. Track and measure your business processes with tools that
are straightforward and easy to use. All features, such as appointees,
service levels, and email notifications and escalations are configurable
by you, to suit your organisation. Create comprehensive reports
on productivity and efficiencies to streamline your processes.
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Features
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Benefits
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Multi step processes
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TeamFlo allows up to 10 steps to
be defined. You define the steps, create as simple or as
complex of workflow procedure as required. Streamline your
processes with as many steps as needed.
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Pre-assign individuals, roles, or groups to action each
work step
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TeamFlo gives you the flexibility to nominate
different types of Action Officers - in some instances only
an individual can carry out a task; where in others, it's
more favourable to select from several in a similar role.
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Set Service Level Agreements for each work step
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Configure service levels for each step and for any level
of urgency. A routine item of work may be allocated 2 working
days, while an urgent request must be actioned within 2
hours. Use this flexible tool to gain an accurate measurement
of your processes and use the data to proactively manage
your productivity.
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Add your own data using Custom field builder
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Capture any relevant information required during the
workflow. Create and use custom fields on all or any of
your workflow categories and types. Create text boxes, Notes
Areas, Link boxes, Drop down lists, Tick boxes, Merge fields,
labels, selectors, and derived fields. Indicate size and
formatting, provide help text, nominate defaults, and attach
security permissions. Control what information is captured,
and control who has access to this information.
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Tailor email notification
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Easy to administer and totally customisable, the notification
tool allows you to send email notifications to anyone impacted
by the workflow, at any stage of the workflow, containing
any information pertinent to the workflow. Notify the Escalation
officer when a work step is overdue. Notify the workflow
creator when a workflow is completed. The notification tool
allows you to totally control how workflow information is
managed and disseminated.
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Secure the system down to the individual field level
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KnowledgeBase Security secures workflow content from
high level access to the Workflow system, to individual
Workflow Categories and Types, through to individual custom
fields. Create an effective Workflow community by allowing
access to users only where required and, if necessary, restricting
display of confidential information.
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Report on any field or data associated with the workflow
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Configure reports according to your requirements. Begin
to understand your business processes, the role each stakeholder
plays, the strengths and weaknesses, and how organisational
knowledge is used. Use this information to raise the transparency
of your processes, better manage your resources, and increase
productivity.
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Document attachments follow the workflow
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Any digital item of information can be attached to the
workflow. Any stakeholder can submit relevant information
to be stored with the workflow, from a scanned letter, an
email, a document, or an image. This way, all parties have
quick access to all relevant information, and all pertinent
data is stored for future reference if required.
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The Ministry can query a work item back to the previous worker with
a question. The work can then be iterated until all parties have
approved the item. Or it can be declined and sent back to the creator
with some more penetrating questions. They use this to gate keep
memo releases or policy preparation. They also use workflow to automate
many processes within their organisation.
QLDC have provided the full workflow facility to their contractors.
Some years ago QLDC outsourced their works and planning functions.
They have provided secure network access to each supplier. QLDC have
even provided the contractors with the facility to add secure custom
fields to store project costing information. QLDC importantly maintain
control of the service level reporting and history.
Because of the seasonal peaks, it is important for Massey to report
by work category, or by staff member, or by work group, across all
months and years. The system provides Massey with ready access to
data to monitor work load trends so they can better resource the
peaks.
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