What is the Workflow Manager?
The Workflow Manager is a tool that facilitates the identification of risks and recommendations through module completion, provides a structured process to address issues, allows task assignment and progress monitoring, and generates real-time status reports and summaries.
How does the Workflow Manager work?
The Workflow Manager streamlines the process of handling business tasks by following a structured approach. First, it allows users to identify and address issues directly within the report, enabling immediate communication and collaboration among team members. Next, it helps in managing the status and priority of each workflow by categorizing tasks into different levels of priority and tracking their progress through various stages, such as not started, in progress, or completed. Finally, the system monitors the resolution of these issues by providing an overview of workflow completeness for each module, ensuring that tasks are completed efficiently and business performance is consistently improved.
After completing the questions in a module, you can view the report or the workflow report or you can click the "WF" button of a module on your dashboard. You can see the workflow completeness of each section, risks and recommendations and you can also download a .pdf of the workflow report.
"WF" button.
FAQs
Q Is the workflow manager only accessible to my company alone?
Q: What if my clients are too busy or unable to complete the modules?
Q: What happens if my client doesn’t complete a module?
Q: Is there a limit to the number of clients or modules I can manage with the Workflow Manager?
Q: How can I monitor the progress of tasks and modules?
Q: Can the Workflow Manager integrate with other tools and systems we already use?
Q: How does the Workflow Manager benefit my firm?
Q: What kind of support is available if I encounter issues with the Workflow Manager?
Q: What if a client wants to review or audit the completed modules?
Q: Can I generate reports for my clients directly from the Workflow Manager?
Q: Can I track the time spent on each module or task?