Workflow
 
Finance
Inventory
Contracting
Manufacturing
Property Management
Restaurants management
Human Resources
Attendance
Service Center Management
Workflow
Technical Requirements

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:

bullet Each Document can have multiple workflows.
bullet Each workflow is user defined.
bullet Each document is tracked within a specific workflow.
bullet Users can electronically approve a document.
bullet Comments and notifications are logged automatically and input at each level.
bullet Automatic notification of users involved in a document Requested action can be defined from each user (None, Review, Approve, etc.).
bullet History of actions and comments per user per document.
bullet Documents are automatically shifted from draft to final stage upon approval.
bullet Can be implemented and integrated within all Socrate documents:
  • HR documents: CV, Job offers, Job termination, etc.

  • Procurement: Purchase request, Purchase order, etc.

  • Sales: RFQ, Sales quotations, sales orders, etc.

  • AP/AR: debit / credit notes, payment and receipt vouchers, etc.

  • Manufacturing: Production order, Consumption vouchers, etc.

  • Contracting: BOQ, Quotes, Requisition vouchers, etc.

  • Service center management: Customer Calls, Job orders, escalating a request, etc.

  • As well as any other document managed by Socrate.