Every company has its own procedures and methods which are used to handle the day-to-day operations such as invoicing, accounts, timesheets and everything else that needs to be done to keep the business running. The term “workflow” refers to these tasks, procedural steps, tools, information and personnel required for each step in the business process.
Every company’s processes are unique. Growing companies can often end up with a mismatch of paper forms, emails, spreadsheets and other documents. These companies have the background knowledge necessary to handle day-to-day business, but in many cases this disorganisation results in problems such as lost paperwork, missed deadlines, incorrect information and other factors that may result in tasks taking longer to complete .
Workflow Management Software can stop these problems by managing and overseeing the processes and tasks that are carried out.
Credo 5 has an add on module called “Workflow” which allows the user to manage their different tasks more efficiently, or to improve communication with different departments on the same site who use different database management system such as SAP or Maximo.
Once setup properly, you will be able to make an item (a Workpack) circulate from one department to an other.