Manage day-to-day business activities using tasks and workflow management.
Manage tasks and workflow.
XPLAN's native task management ensures processes are assigned, tracked and completed with full management reporting capability. From here, automating business workflow processes is easily achieved by simply linking tasks. Tasks can be staff or client related.
Link tasks to create threads, which are workflows that can activate other threads, or trigger various actions across XPLAN. You can create your own threads or use system thread templates that cover most common processes.
Maintain a history.
The comprehensive audit trail tracks all changes made to a client's file, and keeps a record of all activity undertaken by each staff member. Powerful reporting lets you create a snapshot of staff activity at any moment in time.
Monitor time taken to complete a task.
Staff can immediately use the Time Ticker to monitor the time taken to complete a task, and then attach the time record to a client.
Multiple Time Tickers can be paused, and returned to at any time.
Train staff and record notes.
ShowMe desktop sharing can be used to provide online presentations or training within your business for all staff.
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Features
- Staff or client related task management
- Automated business workflow
- Extensive activity reporting
- Manage staff training and communication online
Product: XPLAN Client Focus
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"Integrated staff management and business processes."
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