powerdms document workflows · document workflows after this session, users will: 1. be able to...
TRANSCRIPT
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PowerDMS Document Workflows
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OBJECTIVE
In this session you will learn how to create a
document workflow in PowerDMS.
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Document Workflows
PowerDMS Success Community
• Video Tutorials
• Recorded Webinars
• Q&A
• How-To
• Best Practices
• CFA Specific Resources
• CALEA Specific Resources
• Forum
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Document Workflows
Conference Learning Opportunities
• Training sessions
• SupportLIVE one on one sessions
• PowerDMS User Group Friday morning
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Document Workflows
WHY?
What are the advantages of loading my documents into the
Document side of PowerDMS and utilizing Workflows?
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Document Workflows
Search Feature
(indexing)
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Document Workflows
Accountability
(signatures)
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Document Workflows
Assessable to employees
(documents are available from any computer with internet
access or mobile device)
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Document Workflows
Document Lifecycle
(draft, publish, archive)
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Document Workflows
Central Repository
(its about more than policies)
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Document Workflows
Security
(who can view, report, edit)
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Document Workflows
Secure Storage - https://www.powerdms.com/trust/faq/
(CJIS Compliant/encrypted/backed up)
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Document Workflows
Collaboration
(workflows)
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Document Workflows
Workflows Management
(who are you waiting on)
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Document Workflows
When a document is uploaded into PowerDMS and then
attached to an assessment, a relationship/link is created
between that document and the standard(s) it is attached to.Document Side Assessment Side
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Document Workflows
Assessment
(always know you have the most current version and when
you update, you do not have to re-attach and re-highlight)
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Document Workflows
After this session, Users will:
1. Be able to create a document approval workflow
2. Learn about workflow response types
3. Be able to create a workflow template
4. Be able to create a document review reminder
5. Learn how to manage workflows through the Dashboard,
Reports and Advanced Search
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Document Workflows
1. Create a document approval workflow
PowerDMS Success Community Resources:
• Creating an Approval Workflow How-To
• Creating a Workflow Video
• Best Practices in Creating Workflows How-To
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Document Workflows
1. Create a document approval workflow continued:
PowerDMS Success Community Resources:
• In a document approval workflow, do I have to give
participants the right to edit my document? Q&A
• Collaborating on a Document How-To
• Participating in a Workflow Video
• Can I change my response after I approve/deny a
document in a workflow? Q&A
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Document Workflows
2. Learn about workflow response types
PowerDMS Success Community Resources:
• Workflow Response Types How-To
• In workflows, what is “Simple Vote,” and how is it used? Q&A
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Document Workflows
3. Create a review workflow template
PowerDMS Success Community Resources:
• Creating Simple Workflow Templates How-To
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Document Workflows
4. Create a review workflow
PowerDMS Success Community Resources:
• Creating a Review Workflow How-To
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Document Workflows
5. Manage workflows through the dashboard, reports and
advanced searchPowerDMS Success Community Resources:
• Notifications from Workflows Q&A
• PowerDMS Workflows – Tips and Tricks Video
• Understanding the Administrative Dashboard How-To
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Document Workflows
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Document Workflows
Join the PowerDMS User Group Friday morning
PowerDMS ProServices:
• Remote Training
• Onsite Training
• Document Upload
Email us for additional information or for a quote [email protected]
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