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Workflow & Permissions

Precis tasks and activities

The difference between a highly efficient organization and an inefficient one can usually be attributed to poor processes and lack of structure.  By applying rigid and iterative workflows to critical processes, operations will run smoother, customer relationships will flourish and the amount of resources required to run the E-business will be reduced.  Every object in the Precis E-business Platform contains an easy to follow, yet powerful workflow engine that streamlines tasks, activities and key business processes.

  • Customize workflows based on your internal business rules and resources
  • Create activity templates to structure work product
  • Report on process outcomes, success and failure
  • Manage user permissions to make sure the right people are seeing the right information (and only the right information) 
 Workflow Features by Type
Workflow
Customize Workflows by Object Type  Create Activities Templates to Structure Workflow
Define Workflow Phase as Decision Points  Define Workflow Phases as Outcomes
 Bind Workflow Phases to User Activity  Trigger Email Messages by Workflow Phase
User Administration & Permissions
Granularly Define User Access Rights  Limit Functionality by User Role
Set Notifications Based on User/Object Ownership  View Login History
Manage Usernames and Passwords  Create New User Invitations
Tasks and Activities
 Assign Tasks and Activities within All Workflows  Append Notes with All Workflows
Alert Users of Activity Status via Email Alert Users of New Objects and Ownership Changes

 

E Business Platform