Workflow Options Based on Business Needs

Automated Processing Room Workflow with Workflows Configured by Document Type

- In this Collaborate/QDMS enhancement, documents introduced into the system are instantly engaged in an automated processing workflow, optimizing the initial handling and processing stages. This automatic workflow ensures that no document coming into the room is left unmanaged or untracked. However, recognizing the need for flexibility, the system allows for manual reassignment to alternative workflows, accommodating unique document requirements or changes in project direction.

With this enhancement, workflows and their templates may now be associated with specific Document Types. This provides a greater degree of control over what workflows each specific document type may be engaged in. Additional controls are added to clarify what CTMS workflows and templates may be associated with Visit Reports and Letters.

Finally, in Collaborate / QMS rooms, Document Owners and Proxy Owners may now exclude a document from a workflow, and they are immediately prompted for the new desired workflow based on the Document Type.