Home > Features > Workflow

Workflow

Conrep offers you a easy-to-use, flexible yet powerful environment to implement both simple and very complex workflows, involving human and system based actions. Conrep workflow tools will help you manage, automate and optimize your workflow and processes and thereby drive efficiencies.

Apply your own business rules and advanced work flow features using the key components:

  • Document Style-Sheets (DSS)
  • Email Style-Sheets (ESS)
  • Event based email notifications
  • Time based email notifications
  • Update records using Record Actions
  • Create records using Copy Rules
  • Create PDF attachments and emailing
  • Updating dependent records
Key Features & Benefits
  • Event based and Time based workflow actions
  • Customize contents and layout of email notifications
  • Create conditions or exceptions based workflow
  • Integrated with Document style-sheets and Email style-sheets
  • Automatic escalation based on exceptions
  • Monitor the activities in real time and identify bottlenecks
  • Create any business rules based on workflow data
  • Notify users when certain records are created, changed or deleted
  • Facilitate effective collaboration within the team
  • Configure your own SMTP server for outgoing emails
  • Active or Inactive each workflow action on demand
  • Improve operational efficiency

Style-Sheets & Email Templates 

Document style sheets (DSS) and Email style sheets (ESS) will enable you to create pre-defined templates which can be used for printing, exporting and emailing needs. Module specific style sheets can be created using document fields, cross-module fields and HTML elements. User-friendly interface enables you to create from simple to complex style sheets.

  • WYSIWYG Web-based HTML Editor
  • Add Text, Images, Fields, System fields, Reports, Charts, Summary Reports
  • 100+ pre-defined style sheets, which can be modified directly or can be copied and modified as per your needs
  • Can be nested inside another style-sheet
  • Email style-sheets in HTML format or PDF Attachments
  • Integrated with event based and time based email notifications
  • Cut & paste style-sheet format of selected records into external editors like Email, Word etc.
You can also generate HTML layout in any external HTML editor including MS Word and be able to paste the content into Conrep HTML editor and customize it to include module specific fields so that field values will be passed dynamically upon executing the style sheets.
Examples
  1. Email to ticket owner when a new ticket is posted
  2. Email to Administration team upon new Placement
  3. Email to Recruiter when a Requirement is assigned
  4. Sales Activity Report
  5. Email Birthday greetings to the Employee
  6. Email welcome kit to Employee

Alerts, Notifications and Event based Actions 

Event based actions will help you perform certain actions automatically in the background, when a record is created, changed, deleted or can be invoked on demand. They can also be configured such that it will trigger actions only if such records meet specific conditions.

Event based actions will enable you to:

  • Notify users to take specific actions
  • Combine email notifications with style sheets to send email in pre-defined format
  • Send emails to record specific, filter based or selective recipients
  • Automatically update field of that module or parent/child module records
  • Create records in any module using Copy Rules
  • Execute other event based actions of that module, or parent/child module records
  • Facilitate effective collaboration within team
Examples
  1. Approving a Timesheet can automatically notify Accounts department to accelerate Invoicing.
  2. Adding a new employee ticket can automatically notify the appropriate users to take necessary actions.

Time based Actions using Job Scheduling tools 

Conrep's job scheduling tools allows you to perform actions repetitively at specified intervals. You can able to use your own SMTP server for sending mass emails.

Pre-defined email style sheets (ESS) can be triggered using flexible scheduling options. Just select the ESS, Recipients and scheduling options and that's it. Emails, according to ESS definitions, will be delivered to recipient's inbox.

Job scheduling tools will enable you to:

  • Deliver pre-defined email templates
  • Combine email notifications with style sheets to send email in pre-defined format
  • Send emails to filter based or selective recipients
  • Automatically update fields for records meeting specific conditions
  • Invoke event based triggers
  • Create timesheets
  • Archive data
  • Delete log older than specific number of days
  • Control your day-to-day operations
  • Facilitate effective collaboration within team
Examples
1. Automatic reminders for Timesheets, Invoicing and Collections
2. Automatic invoicing to Clients and payment reminders


©2009 Conrep, Inc. All rights reserved. Privacy Statement