The ProjectFile Workflow Automation module allows documents, forms and tasks to be automatically routed in accordance with your pre-defined
processes. Workflow definitions support a series of logical steps, each with a specific task and assigned participants. Users that are assigned to
workflow tasks are notified via email and are presented with a concise and easy to understand web page relevant to the task or activity requested of
them. ProjectFile Workflow helps to ensure that appropriate project personnel, contractors or other key resources are involved at the correct times
during the project lifecycle
The ProjectFile eForms module is an intuitive, web-based application that enables the rapid deployment of intelligent online electronic forms. Along
with the optional embedded workflow engine, the eForms module can help you achieve quick and effective process management for your projects.
Route electronic forms online in accordance with your defined processes-addressing any project function that involves filling out or routing a form.
You can pre-populate a form, make a change in an isolated section of the form, automatically kick-off a review and approval cycle and instantaneously
track and audit all tasks involved, executing changes automatically after all approvals have been obtained
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Reduce Costly Paper Handling and Manual Routing.
Paper-based forms are costly to print, store, distribute, mail and process. Automation of the form processing ensures there is no disconnect
from the form and the business process required for that form.
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Tracking, Auditing and Process Awareness.
Instant access to current and prior activity, including completed forms and processes, ensures that authorized users have immediate access
to the information they need to assist in the every day decision making processes. Having visibility into the form's entire lifecycle reduces cost,
improves quality and speeds vital project information.
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Accelerate the Delivery of Form-Based Information.
The workflow engine automatically routes completed forms to the appropriate users for review/approval and can interact with external systems.
The routing provides automated email notifications and personalized task lists for users that must review or approve a form.
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Reduce Errors and Improve Accuracy.
Pre-population of form fields from external sources and form segment isolation enable users to input only the data required of them. Fewer areas to
type reduce errors and form field validation ensures accuracy.
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Speed Collection of Quality Information.
Presenting users with eForms that appear like their paper-based predecessors eases participation in the form completion process and improves
the quality of the information collected.
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