GRANDUM Presentation

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Information about GRANDUM Presentation
Product-Training-Manuals

Published on June 18, 2007

Author: Woodwork

Source: authorstream.com

DIOTEK SOLUTIONS PVT LTD:  1,Gandhi Industrial Estate,Kashimira,Bhayander(E).Dist: Thane DIOTEK SOLUTIONS PVT LTD Information Technology is understanding your needs GRANDUM:  GRANDUM Omnisolution for document management DMS – Features:  DMS – Features Role wise, group wise and department wise access control Automatic bulk data uploading and processing Excellent built-in security policy and retention policy Messaging facility Add new work and assign to group/individual Work flow inbuilt system Grouping of documents, publishing and archival of the same Full text search on fields and documents Document version control Audited workflow history and document history Accessible across LAN/intranet or internet Internet Explorer/Netscape based application DMS – Features cntd…:  DMS – Features cntd… Supports all types of document (eg: doc/pdf/xls/ps/gif/wave/jpeg/..) Low investment for the customer Can be integrated with mailing applications Multi database location facility Online-Local database with sync feature Whole copy version control support Excellent retention policy provides automatic data cleanup Typical Job Flow:  Typical Job Flow Accepting assignments Select the client using Client ID - If new Client create the client profile Workflow ID will be generated by the system Workflow title – Give meaningful description of the work Document ID will be generated by the system Document title - Give meaningful description of the document Specify the department and Class it belongs to Specify the type of document – Hard copy, soft copy or scanned image Specify the retention policy – eg: High security (24 Hrs), days, months or years.. If numerous documents need to be collected for a workflow, Use the bulk upload facility My Group My group contains all the work in progress allocated to the group Classification of the work flow is interms of Assigned, For approval, For review and for Review Typical Job Flow Cntd…:  Typical Job Flow Cntd… Inbox Work items accepted through Myworkspace and Work items assigned by another individual appears in this Inbox. Inbox is categorized into assigned, for approval, for review and for publishing etc. Each work item based on the status of the workitem will move into the respective catogory If the individual have the authority to do the approval of Bulk loaded document, it will appear in for bulk approval category If required, selected items can be removed from the bulk loaded documents list and can be assigned to individuals for appropriate action Documents listed in the inbox can be opened using view doc button Selected work item can be assigned to an individual or a group If the document in the list needs some activity to be performed on it by the individual to whom it is assigned , it needs to get checked out Typical Job Flow Cntd…:  Typical Job Flow Cntd… Locked document Checked out document appears in this section Edit action can be performed on the document if it is editable Original copy will be retained and locally save copy will be edited and then uploaded Modified copy will appear in the document section After the completion of modification, the document can be released for next activity with the status change Work item will appear in the inbox, from where the document can be assigned to another individual or group Comments written will be categorized into confidential and public If the last activity is 'Publish' it will appear in the archived documents section Archived documents Archived documents can be moved appropriate folder in the archived documents Manages the logical groups of documents in the order it is grouped New folder can be created as per the change in requirements Typical Job Flow Cntd…:  Typical Job Flow Cntd… Document History Audit trail of document will be displayed for the document ID listed Details like who edited/modified and other activities performed will be listed Workflow History Displays current status of work item Where individual work items (documents) are pending at what stage Displays number of documents and details of documents accepted for the work item Print Accepted document list Creates a list of documents accepted from the client for the reference purpose Messaging Facilitate send, receive and compose message functions Some other functionalities:  Some other functionalities Administration – Manages following functionalities Create User – For creating new user Create Group – For creating new Group Manage Role – For managing the role for group and document access Delete Group – Delete a user group Delete User – Delete a user Retention – Creation and management of document retention policy Search Simple search – for direct search of data displayed in the field Advanced search – enable search of data containing text typed in the field GRANDUM - Inbox:  GRANDUM - Inbox View Document:  View Document Assign to Group:  Assign to Group Assign to a person:  Assign to a person My work space:  My work space Bulk upload:  Bulk upload Add Work:  Add Work Create Client Profile:  Create Client Profile Print received document:  Print received document Documents - assigned to Group:  Documents - assigned to Group Locked document:  Locked document Locked Document - View:  Locked Document - View Release document:  Release document Edit Document:  Edit Document Message:  Message Message - Compose:  Message - Compose Message - Inbox:  Message - Inbox Advance search:  Advance search Administration - create user:  Administration - create user Administration - create user group:  Administration - create user group Administration - create role:  Administration - create role Administration - Manage role:  Administration - Manage role Administration - delete user:  Administration - delete user Retention:  Retention Slide34:  THANK YOU CONTACT: Diosolutions. TEL: 09323578107

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