Forms & Workflow Manager: Using Collaboration Software to implement effective project management

Improve compliance. Automate business processes. Improve document management, using 4Projects collaboration software.

Forms and workflow management is made easy using 4Projects collaboration software. Optimise your project or business activity and facilitate IPD by using workflow manager to automate documents, forms, processes, approvals, tasks and information requests. Reduce time consuming administration, management and ensure best practice is followed. Tailor the system to follow your own procedures and protocols to facilitate standardisation.

For full details contact us for a free demonstration.

    Simple, effective, custom forms:
    • Create custom online forms to standardise and facilitate data collection.
    • Tailor forms to work to your internal systems and protocols.
    • Brand and configure them for your organisation
    • Select from multiple data fields, eg free text, tick boxes, date buttons, calculated fields etc.
    • Allocate different sections of forms to individuals or groups to populate, complete and approve
    • Link with workflows to trigger automated action, notifications and processes.
    • Searchable meta data and content plus use in reporting.
    • Reduce administration time and ensure compliance and standardisation
    • Utilise in all areas of a project lifecycle or organisational administration.
    Automate processes & workflows:
    • Automate processes & workflows saving time and creating best practice.
    • Tailor workflows to your own organisational protocols and processes.
    • Workflows can be allocated to any process, files or form within the extranet.
    • Simple to use module to map pre-defined ‘nodes’ which trigger actions, notification and activity.
    • Create your own workflow status descriptions (eg approved, unapproved, rejected, under review etc).
    • The status of items in a workflow are indicated by simple coloured icons.
    • Option to make items hidden from public view, eg if under review.
    • Automatic notification of workflow progress and activity.

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