Socrate Platinum
Series 6 provides a powerful workflow system that allows the user designing and
monitoring the route that a specific document will follow within the company.
From the moment a
document is created until it is archived, the software will notify people
concerned that a document has reached their inbox to be reviewed and/or
approved. No need to circulate a hard copy within the company. This powerful
module will be another significant step towards achieving a genuine paperless
office system.
Main Features:
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Each Document can have multiple workflows.
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Each workflow is user defined.
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Each document is tracked within a specific workflow.
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Users can electronically approve a document.
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Comments and notifications are logged automatically and input at each level.
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Automatic notification of users involved in a document Requested action can
be defined from each user (None, Review, Approve, etc.).
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History of actions and comments per user per document.
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Documents are automatically shifted from draft to final stage upon approval.
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Can be implemented and integrated within all Socrate documents:
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HR documents: CV, Job offers, Job termination etc.
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Procurement: Purchase request, Purchase order, etc.
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Sales: RFQ, Sales quotations, sales orders, etc.
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AP/AR: debit / credit notes, payment and receipt vouchers, etc.
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Manufacturing: Production order, Consumption vouchers, etc.
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Contracting: BOQ, Quotes, Requisition vouchers etc.
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Service center management: Customer Calls, Job orders, escalating a
request etc.
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As well as any other document managed by Socrate.
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