Workflow Features and Functions

• Provides workflow throughout all suites, modules, and applications


• Workflow rules are based on tolerance


• Workflow rules are based on events or triggers


• Workflow rules are based on financial rules


• Workflow rules are based on user-defined parameters


• Workflow rules are based on appropriate roles, rules, and routing


• Provides changable, hierarchical approval process


• Assigns secondary approval


• Tracks and reports electronic approvals


• Bi-directional approval


• Sets the number of approvals required by type of transaction or threshold


• Automatically re-routes transactions if an individual does not act within a specified timeframe


• Provides notifications to parties involved in the workflow chain when escalation is needed


• Captures performance statistics based on workflow activity (or inactivity)


• Allows individuals with higher levels of authority to approve transactions that have not been approved by individuals with lower levels of authority


• Tracks and reports every aspect of the electronic approvals


• Group approval for individual transactions


• Group approvals for group transactions


• Individual approvals


• Sends out broadcast messages to notify of certain events


• Specifies the receivers of broadcast messages


• Uses bulletin board functionality to display broadcast messages upon entry into the system


• Uses web-based as primary notification and resorts to email after user specified period of inactivity


• Uses existing email network to send workflow notifications


• Route necessary forms or documents to users or supervisors when a user-specified event has been completed


• Provides best practice workflow templates


• Provides workflow tools that integrate with email for automated notifications