Workflow software Key points Manage usage contexts (trigger points in the Proginov ERP system) Standard (preconfigured) contexts: customer management, purchase order management, product bill of materials management, etc. Specific contexts (user-modifiable) Manage templates Define steps Define transitions (condition making it possible to move from one step to another) Define actions triggered when a user moves from one step to the next Send messages on screen, by email or by text Block/unblock data Execute instructions Create and modify templates in graphical mode Manage rights By user or user group Trace events History of access to the various workflow templates Create approval paths (signatures) Create a Workflow template that requires signing/approval by one or more people before data is distributed (i.e. creation of a new customer, modification of a product bill of materials, creation of a purchase order) Approve input Create a Workflow template that checks the consistency of information entered by users Create alerts In real time (alert message displayed directly on screen) Deferred (message sent by email or text to the relevant people or message when the menu is opened) Import/export templates in XML format Manage web-based workflows (smartphones, tablets) Send workflow alerts by email followed by secure access to online entry via a link View workflows (depending on user rights) Approve workflows online Manage the workflows accessible from the Proginov CMS EAI (Enterprise Application Integration) Scan mailboxes, network or FTP directories Configure interfaces with error checks Automated EDI import/export with error checks Export configurable dashboards (via Proginov Lab module)
Manage usage contexts (trigger points in the Proginov ERP system) Standard (preconfigured) contexts: customer management, purchase order management, product bill of materials management, etc. Specific contexts (user-modifiable) Manage templates Define steps Define transitions (condition making it possible to move from one step to another) Define actions triggered when a user moves from one step to the next Send messages on screen, by email or by text Block/unblock data Execute instructions Create and modify templates in graphical mode Manage rights By user or user group Trace events History of access to the various workflow templates Create approval paths (signatures) Create a Workflow template that requires signing/approval by one or more people before data is distributed (i.e. creation of a new customer, modification of a product bill of materials, creation of a purchase order) Approve input Create a Workflow template that checks the consistency of information entered by users Create alerts In real time (alert message displayed directly on screen) Deferred (message sent by email or text to the relevant people or message when the menu is opened) Import/export templates in XML format Manage web-based workflows (smartphones, tablets) Send workflow alerts by email followed by secure access to online entry via a link View workflows (depending on user rights) Approve workflows online Manage the workflows accessible from the Proginov CMS EAI (Enterprise Application Integration) Scan mailboxes, network or FTP directories Configure interfaces with error checks Automated EDI import/export with error checks Export configurable dashboards (via Proginov Lab module)