Workflow

 

Each organisation has core activities that are the purpose of its existence.

Managing those core activities is the measure of success.

The Business Process module in coecontact gives your control of your organisation's entire workflow.

 

Two examples of a Business Process -

• Client Assessment
• Volunteer Induction.

 

Cases

• Define any number of Business Processes.
• For each process define any number of stages
• An instance of a Business Process, applied to a given contact, becomes a Case.
• Each case stage has a begun date, a done date and a narrative.

 

Record any amount of relevant detail

• Any number of events (dated records) and documents may be associated with a case.
• Events unrelated to the case may still be recorded for the contact.
• You may view all events or only those associated with a particular case.

 

Powerful Reporting

• Satisfy providers of funds with comprehensive performance statistics.
• Know how many cases have progressed to each stage; drill down to find the laggards.
• Manage workflow by case manager or by case type (Business Process).