Workflow
Use the Workflow module to define business process activities, the staff involved, and how and when information flows from person to person.
With Workflow, you can automatically route information and transactions to each stakeholder, document activities and processes, and automate and measure workload. You can also replace physical inboxes with electronic ones, and replace manual copying and distribution with automatic routing rules.
You can apply workflow to virtually any business process that impacts the accounting, contracts, purchasing, or HR departments, including setting up contracts, hiring employees, approving purchase orders, and month-end close procedures.
Related Topics:
Use Costpoint Workflow to define the activities in a particular business process, the staff involved, and how and when information flows from person to person.
Use screens in the Workflow Models application group to define and modify case labels, roles, role filters, and models for your workflows, and to print the workflow definition report.
Use screens in the Workflow Cases application group to monitor workflow cases and their status, track activities and messages in workflows, and print the status of workflow cases.
Use screens in the Workflow Reports/Inquiries application group to view and print the workflow audit report.
Use screens in the Administrative Utilities application group to rebuild and purge workflow data, and to upload predefined workflows into Costpoint.
Use screens in the Approval Workflow application group to define approval workflows in Costpoint, including setting up of approval roles, reject codes, and approval workflow models.