Workflow Plus Bulk Request Actions Tool for Synergy Enterprise - - PowerPoint PPT Presentation

workflow plus bulk request actions tool for synergy
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Workflow Plus Bulk Request Actions Tool for Synergy Enterprise - - PowerPoint PPT Presentation

Workflow Plus Bulk Request Actions Tool for Synergy Enterprise What is This Tool ? Allows Synergy Administrators to manage bulk updates of requests to change statuses. These include: Bulk Approve Bulk Realize Bulk Process


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Workflow Plus Bulk Request Actions Tool for Synergy Enterprise

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What is This Tool ?

Allows Synergy Administrators to manage bulk updates of requests to change statuses. These include:

Bulk Approve Bulk Realize Bulk Process Bulk Reject Bulk Delete Bulk Assign Bulk Re-Open Bulk Re-Submit

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How Can I Use This Tool ?

Using a search screen, you may filter those requests which require action and complete the task There is a limit of 1,000 requests for each update batch

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Issues Solved for Customers

Eliminates the one by one updating of requests in a Resource’s workflow to a new status

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Skill Set to Use this Tool

The following skills are useful with this Tool:

Have a basic knowledge of Synergy Experience with requests and status changes

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This Tool is Bundled with:

Workflow Plus Bulk Updates to Fields in Requests

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FAQ’s for this Tool

Installation / training / enhancements & on-going support covered by annual maintenance Maintenance plan is required for tool to be used Enabling Add-On Role required on Synergy license for resources Works with all Synergy Enterprise sites and back

  • ffice products
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More Information

Please contact us to schedule a demo or receive additional information on our tools Dave Kloepfer Sales Manager SynergyExpert.com dkloepfer@synergyexpert.com 847-867-4401 (Cell)