index task management system: feature index personal tasksdepartment tasks task creationtask routing...
Post on 21-Dec-2015
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IndexTask Management System: Feature Index
Personal Tasks Department Tasks
Task Creation Task Routing
Task Templates Task Sorting and Filters
Searching Task Work-Space
Threaded Discussions Document Management
Announcements/Links Section Administration
Site Administration Multiple Work Roles
Reports Reports: Custom
Email Notification Architecture
IndexTMS Features: Personal Tasks – “In-Box”
Users view of all tasks assigned to/from them.
Users can filter and sort their inbox
Users can perform task routing operations from this view.
User view summary info on tasks
Generic Term - Configurable
IndexTMS Features: Department Tasks – “In-Box”
Task administrators view all incoming and outgoing tasks
Task administrators delegate tasks to their users
IndexTMS Features: Multiple Work Roles
Users can take on multiple roles in TMS, as they do within their organization. The user indicates to TMS which role they are currently represent and all task operations will be performed in that context.
IndexTMS Features: Task Creation
This screen allows users to create new tasks
Serial and Parallel
Separate Due Dates and task instructions
File Attachments
Configurable Data Lists
IndexTMS Features: Task Routing
Users can route a task to any place in the organization
This is an example of complex routing, with a task routed throughout the organization in both a serial and parallel manner.
IndexTMS Features: Task Templates
Task templates contain pre-configured task information and routing lists.
These can be used to configure routing business rules.
IndexTMS Features: Task Sorting and Filters
Users can sort and filter tasks in their task “in-boxes” according to their preferences. This allows them to “focus” on their most important tasks.
IndexTMS Features: Searching
Users can search for key-words that appear in all task meta-data, threaded discussions, and document contents.
This search takes place from a single location.
All search results are returned and sorted for the user.
IndexTMS Features: Task Work-Space
Using the power of Windows Sharepoint Services (WSS), each task is given its own collaboration workspace. Users collaborate with each other, in post and real time using any number of hundreds of WSS work spaces.
All work performed (document activity, discussions, etc.) on a task is captured, and can be searched and viewed at a later time.
This is the power of TMS and Windows Sharepoint Services!
IndexTMS Features: Threaded Discussion
Users can capture discussions related to a task in the TMS workspace. The contents of these discussion can be searched through the TMS search screen or at an enterprise level through Windows Sharepoint Portal.
Users can be notified automatically when someone responds in a discussion.
Users can respond to any item in the discussion
IndexTMS Features: Document Management
TMS and Windows Sharepoint Services offers a feature rich document management environment.
Check-In Check-Out
Detailed version history with document “roll-
backs”
Integration with Office 2003
Integrates with discussions and alerts
Chat with users real-time about a document
IndexTMS Features: Announcements and Links
Task Announcements can be used to keep all users up to date on important information.
Links provide URL or task links to task recipients
IndexTMS Features: Section Administration
Sections are administered by their section administrators. TMS currently provides three roles.
1. Receive Notifications – Section mailbox that receive all notifications.
2. Item Administrator – See all incoming and outgoing tasks, delegate
3. Section Administrator - Add users, see all incoming and outgoing tasks
Role based security
Active Directory Integration
IndexTMS Features: Site Administration
TMS can represent complex hierarchies
Multiple TMS options to administer
IndexTMS Features: Reports - Custom
Users have the ability to create and save custom reports that include assorted fields and criteria
IndexTMS Features: Email Notification
TMS provides its users email notifications on all task activities.
IndexTask Management System: Architecture
•“Thin Client” – Requires IE 5.5 or above•Office XP/2000/2003 (extended collaboration)•Microsoft Windows 2003 Server
•Internet Information Services•Windows Share Point Services•Active Directory
•Microsoft SQL Server 7.0 or above•All data access through Web-Services
•“Thin Client” – Requires IE 5.5 or above•Office XP/2000/2003 (extended collaboration)•Microsoft Windows 2003 Server
•Internet Information Services•Windows Share Point Services•Active Directory
•Microsoft SQL Server 7.0 or above•All data access through Web-Services
HTMLDHTML
Client
IE 5.5 or 6.0
HTTP
XML/XSL
IIS
Windows(2000/2003)
ASP.Net
Exchange
Windows(2000/2003)
SQLServer
Windows(2000/2003)
SharePointPortal
Windows(2000/2003)
(Optional)
“Open Framework allows customers to leverage their existing infrastructure”