Info Center Records
The GovWin Capture Management Info Center is a collection of information centers that you use to manage all of your business-related data. Use the Info Centers to enter, view, and revise your data in one convenient place.
The Info Centers include records of data about contracts, customers, employees, and more.
- Add, copy, modify, or delete records
- Associate records with one another
- Link external documents to records
- Merge records
- Print the contents of records
- Schedule activities
- Export data to Microsoft® Excel®
Info Center Security
Your system administrator sets up security access rights to the various Info Center record types based on your role. The access rights defined for your role determine the Info Centers to which you have access, the tabs that display in each Info Center, and the functions you can perform in each Info Center.
For example, if you are a capture manager, your security role might have access only to the Contract Info Center. If you are a Marketing Manager, your security role might have access only to the Contact, Lead, and Marketing Campaign Info Centers. Your system administrator also determines which tabs are available to your security role.
Info Center Record Access and Update Functions
Your system administrator can set your role's ability to view, add, modify, and delete the record types to which you have access and restrict your access to individual records. For example, if you are a capture manager, your system administrator can limit your access to only those contract records for which you are the capture manager.
- Read Only — Users with this access can view records but cannot add new records, modify information, or delete records.
- Modify — Users with this access can view records and make modifications to information, but they cannot add new records or delete records.
- Add/Modify — Users with this access can view records, modify information, and add new records, but they cannot delete records.
- Full — Users with this access can view records, modify information, add new records, and delete records.
Info Center Audit Trails
- Audit reports display record names, actions performed, user names, and dates.
- Audit detail reports display actions performed, and old and new data values by column.
- When you mouse over a record name in the context area of any Info Center record, GovWin Capture Management displays the date and time the record was last modified, and the User ID of the employee who made the modification. GovWin Capture Management also displays the date the record was created and the User ID of the employee who created the record.
Info Center Workflows
Your system administrator can configure GovWin Capture Management to alert you when events occur that affect information in your database. These events can also act as triggers for other actions—specific tasks that GovWin Capture Management performs in response to the initial event. These events, and the actions that they trigger, are part of GovWin Capture Management's workflow feature.
Your system administrator defines the parameters of a workflow process in Workflow Configuration. A workflow can be triggered when someone adds, changes, or deletes a record, or a specific portion of a record, in any of the Info Centers (except the Unit Info Center).
- Send an email alert to designated employees.
- Send a Dashboard alert to designated employees.
- Change the value in a data column.
- Create an activity.
- Invoke a web service.
Workflows are a useful CRM tool. You can, for example, set up workflows to notify sales and marketing staff when a lead becomes an opportunity, and then notify capture managers when an opportunity becomes a contract.