2. mail-room-workflow.pdf
TRANSCRIPT
Alfresco 4.2.2 Training
Mail-Room Workflow
Fabian Fritz
Jeddah, February 2015
Mailroom workflow
Mailroom workflow reporting
1Mailroom Workflow
Overview
Mailroom Operators
Review
DepmtSPOC
Review
DepmtDirector Review
DepmtManagrReview
Task execution and Filing
New correspondence arrived and scanned in Mailroom
Document is filed at the final location within a Site in Alfresco
Full workflow chart
Mail Room Operators
DepmtSPOC
Review
Mailroom Operators
Review
DepmtDirector Review
DepmtManagrReview
Task execution and Filing
Mail Room Operators – New Scanned File
Mail Room Operators – Failed Correspondence
Mail Room Operators – Task Claiming
Mail Room Operators – Task Claimed
Mail Room Operators – Choosing Department
Mail Room Operators – Metadata
Mail Room Operators – Metadata
Department SPOC Review
Mailroom Operators
Review
DepmtDirector Review
DepmtSPOC
Review
DepmtManagrReview
Task execution and Filing
Department SPOC
Department SPOC – Claiming Task
Department SPOC – Analysing Who Gets the Document
Department SPOC – Request the Physical Document
You can request the physicaldocument just ONE time
Department SPOC – Metadata Information
Department SPOC – Physical Document Requested
Department SPOC Review
Mailroom Operators
Review
DepmtSPOC
Review
DepmtManagrReview
Task execution and Filing
DepmtDirector Review
Department SPOC – Important Metadata
Department SPOC – Decision Who get next the Document
Department Manager Review
DepmtSPOC
Review
Mailroom Operators
Review
DepmtDirector Review
Task execution and Filing
DepmtManagrReview
Department Manager gets the next task
Department Manager – Claiming Task
Department Manager can always release the task to the pool
of managers
Department Manager should comment the task
The manager will assign the task torecipient
Department Manager must select a recipient
Recipient Review and Filing
DepmtSPOC
Review
Mailroom Operators
Review
DepmtDirector Review
DepmtManagrReview
Task execution and Filing
Department Recipient
Department Recipient
Department Recipient
Department Recipient can close the task
Department Recipient – where to store the document?
Department Recipient selects the storage place
Department Recipient
Department Recipient
Document was moved, workflow is finished
2Mailroom Workflow Reporting
Workflow Reporting – Adding the Dashlet
Workflow Reporting - Dashlet
1
2
3
Filters: allow the user to filter the results displayed below
Results list; items can be sorted by clicking the respective header
Button to switch between dashlet and page (page allows more spacefor the results
1
2
3
Workflow Reporting – Hijri/ Gregorian Date
Display Gregorian Mail Date
Display Hijri Mail Date
Workflow Reporting – Using filters
Filter by subject
Filter by Task type
Filter by time range referring to Mail Date
Workflow Reporting – Using filters
Filter by Mail type
Filter by Department
Filter by Status of workflow (active/ complete)
Workflow Reporting – Switch between Dashlet and Page
Workflow Reporting – Page
1
2
3
Filters: allow the user to filter the results displayed below
Results list; items can be sorted by clicking the respective header
Workflow task actions: Preview attachment, Download attachment, Show Workflow history
1
2
3
Workflow Reporting – Show workflow history
Westernacher Products & Services AG
Königstraße 26
70173 Stuttgart
Telefon: 07 11/72 25 95 – 0
Fax: 07 11/72 25 95 – 99
E-Mail: [email protected]
Thanks for your attention