Workflow 2018-02-20T17:21:41+00:00

workflow

Why Workflow in Navigator?

Which documents will you be able to handle?

Workflow modules

Workflow (engine)

  • convenient design of procedures using diagrams
  • form management on individual steps of the procedure (which fields are visible, which ones are editable, which ones are obligatory)
  • workflow paths depend on the value of fields on the document (e.g. amounts, types, etc.)
  • automatic actions (the system performs actions itself and selects a specific effectdependent path)
  • email messages and internal alerts

Documents

  • trade documents (requests, orders, stock documents, invoices and corrections)
  • administrative documents (contracts, letters, policies, regulations)
  • HR documents (civil law contracts, certificates, holidays, delegations)
  • additional own types of documents (definable forms, statuses, additional fields)
  • intelligent management of permissions (for documents or document fields)

Projects and tasks

  • complex and simple tasks
  • task hierarchy (unlimited levels)
  • time dependencies (deadlines dependent on other tasks)
  • resource planning
  • static and dynamic reports
  • intelligent management of permissions
  • discussion forums for projects
  • time records for tasks
  • own task forms

Payments

  • document payment monitoring
  • automatic sending of reminders
  • settlement of advance payments
  • cash handling operations
  • monitoring of bank account balances
  • intelligent management of permissions

Files

  • management of system files (method of storing scans, etc.)
  • file management on shared disks (access to files via system or WebDAV)
  • intelligent management of permissions (by structure, subordination, workflow procedures)
  • file edition directly in the system (Word online, Excel-online, or in desktop applications via WebDAV)

Notifications

  • management of notifications from each module
  • edition of notification contents
  • collective and individual notifications
  • advanced management of notification criteria
  • definable schedules (e.g. every Friday, 1st day of the month, etc.)

News and forums

  • Company and individual departments news
  • Discussion forums
  • Notifications in the system and via e-mails

Messenger

  • Online communication with team members
  • Secure file transfer
  • Group conversations

Integration with external systems

Do you want to know more details?

Contact us