Innowera Easy Workflow

Whether you want to request a single customer creation or extend tens of materials to hundreds of plants or want to post 5000 line journal entry document, you design your form directly in Excel. No need to wait for technical resources to create the form you want. If you have a basic Excel understanding you can develop your own form template. You can use your existing Excel file layout and start a workflow using it. No need to re-invent the wheel. The Excel file is your form.

Excel forms can be as simple or as complex as you want; add drop downs, grouping, complex calculations and formulas, v-lookups or lock out sections of excel file as workflow progresses.

Implement localization so a single form can speak multiple languages and automatically show form in local language of user.

Need some help getting started, check out 1,000+ ready to run templates provided in Innowera’s Cloud repository.

Get automatic email notification as workflow starts and progresses to next level. Workflow “Inbox” can be easily accessed directly from Excel. The “Inbox” is optimized to handle a large volume and capable of sorting, filtering, grouping and finding important data quickly.

Dynamically maintain out of office status from Excel so any workflow item is automatically reassigned to an alternative user.

Share useful and key information imperative to your business workflows, in addition to the defined workflows to communicate your business idea. Include research studies, meeting presentations, test forms, Excel files, financial statements, workflow diagrams, images and other relevant documents that best support your data and provide depth to the workflow.

Manage users, groups and workflows directly from Excel in Easy Workflow Cockpit.

Easily assign rights to groups and windows AD users by simply checking the boxes that configure user permissions.

Similarly, create workflow definitions with all the steps that integrates email notifications and business logic with just few clicks; while most settings are already provided as default values. Workflow creation made simple and easy.

Have a deadline to meet? Month-end process that must be finished in time? Auto Re-Assignment will notify the backup user if the primary user is pre-occupied. Let the Innowera Easy Workflow system watch the time, and if a user is busy doing something else, it will find the backup and notify them to work on the important item. Now your dead-lines will always be met!

Not at your desk with an access to computer? No problem! Approve or Reject workflow step via email from your cell phone, tablet or desktop.

View Reports with one click. The Reports feature allows you to generate Innowera Easy Workflow report to analyze the work item data and share it with others. Review reports in preview mode or directly in Excel.