Document Workflow Features and Functions

• Provide document workflow and task routing


• Allow workflows to be retained for the life of the document


• One document can have more than one workflow process


• Simple tooling to implement and configure workflow processes


• Interface for configuring workflow processes


• Reporting to determine the processing status of a document


• Time and date indication for pass-through of each stage


• Provide workflow for business processes with no document component


• Record an action date for items more than fifteen years in the future


• Record workflow actions reassigned by author


• Record workflow actions reassigned by role


• Record workflow actions reassigned by group


• Provide list of outstanding workflow actions


• Close an item without completion and remains in "to do" list


• Flag items with a "partially completed' tag


• Action items appear in more than one author's "to do"list


• Unanimous and non-unanimous workflow


• Automatically capture the workflow metadata upon completion


• Capture metadata and changes document into record


• Sort the list of outstanding workflow actions by name of the workflow process


• Sort the list of outstanding workflow actions by the due date


• Sort the list of outstanding workflow actions by the date received


• View previous authors involved with the workflow process


• View the next author(s) involved with the workflow process


• View the completion status