2. mail-room-workflow.pdf
TRANSCRIPT
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Alfresco 4.2.2 Training
Mail-Room Workflow
Fabian Fritz
Jeddah, February 2015
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Mailroom workflow
Mailroom workflow reporting
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1Mailroom Workflow
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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
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Full workflow chart
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Mail Room Operators
DepmtSPOC
Review
Mailroom Operators
Review
DepmtDirector Review
DepmtManagrReview
Task execution and Filing
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Mail Room Operators – New Scanned File
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Mail Room Operators – Failed Correspondence
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Mail Room Operators – Task Claiming
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Mail Room Operators – Task Claimed
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Mail Room Operators – Choosing Department
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Mail Room Operators – Metadata
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Mail Room Operators – Metadata
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Department SPOC Review
Mailroom Operators
Review
DepmtDirector Review
DepmtSPOC
Review
DepmtManagrReview
Task execution and Filing
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Department SPOC
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Department SPOC – Claiming Task
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Department SPOC – Analysing Who Gets the Document
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Department SPOC – Request the Physical Document
You can request the physicaldocument just ONE time
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Department SPOC – Metadata Information
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Department SPOC – Physical Document Requested
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Department SPOC Review
Mailroom Operators
Review
DepmtSPOC
Review
DepmtManagrReview
Task execution and Filing
DepmtDirector Review
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Department SPOC – Important Metadata
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Department SPOC – Decision Who get next the Document
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Department Manager Review
DepmtSPOC
Review
Mailroom Operators
Review
DepmtDirector Review
Task execution and Filing
DepmtManagrReview
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Department Manager gets the next task
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Department Manager – Claiming Task
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Department Manager can always release the task to the pool
of managers
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Department Manager should comment the task
The manager will assign the task torecipient
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Department Manager must select a recipient
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Recipient Review and Filing
DepmtSPOC
Review
Mailroom Operators
Review
DepmtDirector Review
DepmtManagrReview
Task execution and Filing
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Department Recipient
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Department Recipient
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Department Recipient
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Department Recipient can close the task
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Department Recipient – where to store the document?
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Department Recipient selects the storage place
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Department Recipient
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Department Recipient
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Document was moved, workflow is finished
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2Mailroom Workflow Reporting
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Workflow Reporting – Adding the Dashlet
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Workflow Reporting - Dashlet
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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
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2
3
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Workflow Reporting – Hijri/ Gregorian Date
Display Gregorian Mail Date
Display Hijri Mail Date
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Workflow Reporting – Using filters
Filter by subject
Filter by Task type
Filter by time range referring to Mail Date
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Workflow Reporting – Using filters
Filter by Mail type
Filter by Department
Filter by Status of workflow (active/ complete)
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Workflow Reporting – Switch between Dashlet and Page
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Workflow Reporting – Page
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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
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3
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Workflow Reporting – Show workflow history
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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