The Integra Workflow system automates business processes by passing data, documents and information electronically between Integra users according to a predefined set of rules. It gives you greater control over key business processes by standardising working methods and leads to greater consistency and efficiency in terms of response times and service levels throughout your organisation.
The Integra Workflow system's flexible design allows it to be adapted quickly and easily as business needs change. It caters for the phased automation of individual processes such as those relating to requisition authorisation, purchase order creation, invoice approval etc. Selected tasks which recur periodically, such as report generation and archiving tasks, can also be scheduled for automatic processing at specified intervals and in accordance with predefined rules.
Database alerts can be set up to monitor changes in individual values in the Integra database and to keep selected users informed regarding them.
Remote approval of transactions is possible using any HTML compliant e-mail application. The person nominated to approve the transaction is sent details automatically via an e-mail notification message and can approve, reject or hold it simply by clicking an item in the body of the message.
The Integra Workflow system is designed to eliminate conventional documents from these processes. Attachments can be sent with each notification, or web links can be used to give point-and-click access to them. These attachments can consist of Integra transaction details rendered in HTML, document images of suppliers' invoices, transaction correspondence etc.
The status of each transaction is continually monitored by the workflow system and escalation processes can be applied so that nominated managers can be alerted, if tasks are not carried out by the person responsible, before the specified deadline.
The Integra Workflow system, used in conjunction with the Integra Document Imaging facilities, will ensure that all routine communications are entirely automated, unnecessary paper flow is eliminated and bottlenecks in the transaction processing cycle are identified quickly and effortlessly.
Periodic workflows can be used to devolve tasks which recur periodically to the Integra Workflow system. Batches of reports for example can be generated in sequence at monthly intervals, or various archiving and housekeeping tasks can be set to run automatically at month end. Automatic notification messages can be attached to these workflows so that relevant staff can be advised on commencement and on successful completion.
The Integra Workflow system can also be configured to alert interested users when a particular value in the Integra database falls within a predefined range. It could be used to monitor the value of a particular general ledger account such as a suspense account for example or to track delivery delays on a vital purchase order.
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