Key Workflow Functions

ImageSite offers extensive ad hoc distribution and collaboration features that can greatly boost productivity. The Workflow module extends these benefits by providing structured work processes that automate collaboration activities. These workflows ensure that users follow specific procedures to handle important business tasks.

• Review workflow diagrams to understand which step is currently active, users at each step, and deadlines set for each activity.
• Assign multiple reviewers to any step of the workflow.
• Delegate work to others by reassigning responsibility for a task from yourself to others.
• Receive email notifications of tasks that have been directly assigned or delegated to you.
• Receive email updates from users to whom you have delegated assignments.
• Receive email notices of work that is past due.
• Link workflow tasks directly to documents, markups and other information you need to get the job done.
• Establish workflow decision criteria to ensure that the appropriate people review or approve documents.
• Notify various individuals via e-mail of the steps that require attention or steps that are past the scheduled due date.
• Add descriptive comments to explain decisions or collaborate with others in the workflow process.
• Use custom attributes to categorize and find workflow tasks. Automate those workflow tasks based on workflow decision paths.
• Enable multiple users any workflow step to perform parallel work processes. Use the "Any Can" condition at any workflow step to enable a first-come-first serve approach. Use the "All Must" condition at any step to enable group consensus and decision making.
• Maintain work history of workflow activities with date & time stamps.
  Monitor progress of workflow tasks against individual or multiple schedules. Identify workflow issues that are approaching deadlines and take corrective action.
• Link individual workflows together to let the exit of one process become the start of another workflow process.
• Use a powerful search engine to quickly find work in progress based on various attributes including type, title, creation date, description, comments, and more.
• Monitor progress of workflow tasks against individual or multiple schedules.
• Identify workflow issues that are approaching deadline dates and take corrective action.
• View reports on screen or export data for further analysis.
• Leverage ImageSite’s security model so that only designated users can access the appropriate features & stored information.
• Automatically update document attributes based on workflow process.