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«PiterSoft: Process management»: A program functionality

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The functionality of a subsystem "Business processes"

The functionality of a subsystem "Indicators"

The functionality of a subsystem "Electronic archive"

Comparing of versions

The functionality of a subsystem "Business processes" allows:

  • To create the formalized description of processes. Each process is described as a sequence of tasks which are necessary for executing to employees (performers). Setting is executed visually, in the diagram or a process model. The diagram includes cycles, conditions which determine the direction of the process (route), sections of parallel or serial accomplishment of tasks, communications between processes. The forms of tasks, the amount of displayed information and the rules of its change, the performers and the deadlines are customized.

    Process model

  • To launch processes on accomplishment. A process can be initiated both the user, and any system event (for example, saving of the document of a certain type), or approach of the certain moment of time. Copies of processes are created on the base of customized templates of processes, within each copy performers get their tasks. Besides regular tasks there can be data treatment - automatic actions with objects of the system, for example, creating new documents and filling them with the data from process.
  • To notify employees about new tasks. The system notifies responsible person about new task or when the deadline grows closer. The notification can be performed in a system, or by e-mail. When the job is done, employees enter in the task necessary information which becomes available to other participants of process.

    Notification window

  • To monitor current business-processes. The manager can clarify the stage of execution of any task, what status has this or that document at any moment, to collect statistics for different time frames, to find out, what tasks have not been executed in time by employees.
  • To exchange of information with system documents. Besides transmission of parameters between tasks and subprocesses in business process, the given parameters can be transferred from business process to documents, and in the opposite direction.
  • To adjust access restrictions to the data. Data interchange possibilities between documents of the system and processes allow to implement collective operation of users over one document simply and effectively.
  • To analyze information on processes accomplishment and to optimize organization processes on the basis of analysis results.

The functionality of a subsystem "Indicators" allows:

  • To set the planned values of efficiency indicators which measure the efficiency of company’s activities.
  • To calculate the actual values of efficiency indicators according to the data which has been saved in processes.
  • To analyze Indicators, to compare planned and actual values, to determine percent of accomplishment of the plan and a deviation from planned values.
  • To receive the complete information about the enterprise and to make management decisions based on the performance indicators which can be received Online.

    Indicators

  • To customize system of motivation and to use performance indicators for calculation bonuses.

The functionality of a subsystem "Electronic archive" allows:

  • To create the electronic archive of documents for reliable storage of electronic documents of various types, convenient viewing and editing of documents in archive.
  • To custom multilevel structure of archive by creation of hierarchy of types of documents. The archive can have difficult hierarchical structure with any amount of the levels, each type of the document can contain one or several subordinate types. The arranged data storage allows to find the necessary documents quickly and easily.

    Archive structure

  • To custom a card of the document depending on a document type. Each type of the document has a set of details which all documents of this type will possess. The form of document depends on the set of its details.
  • To establish the correct numbering of documents. Flexible setup of number format allows to number documents using not only sequence number and the fixed values, but also document details or date of its creation. For different types of documents it is possible to set different formats of number.
  • To store several versions of one electronic document, to differentiate access to the document in case of editing and creation of the new version.

    Versions list

  • Flexibly to limit access for employees of various authority and positions. Access to types of documents can be set separately for each role. The rights to viewing and change are established individually for each type of documents.
  • To create documents in electronic archive on the selected template. The document file can be loaded from a disk, or created on a template, thus details of file will contain values of document details.
  • To find documents in archive both on document details, and on file content, and also to select the documents satisfying given conditions.

    Search window

  • To get the detailed report on archive of the documents, containing document list, that satisfy user-specified conditions, and values of their details. The report can contain all documents as well as documents of a certain type.
  • To work with archive of documents by the use of business process. Business process can address to documents in archive, and also to create new documents. Information can be transferred from a business process to the documents and process tasks can be filled by data from documents. Besides, it is possible to create *.doc documents from business process on the given template and to fill the file with information from business process details.

Comparing of versions

The set of available functional capabilities depends on the version of the product:

Subsystem Product version
Electronic archive Business processes Circulation of documents Professional
Electronic archive + + +
Business processes + + +
Indicators +

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