Workflow Plus Planned Assign Tool
Features � This tool allows workflows to be assigned a different resource. This may be done in future statuses of the request � When you set the persons that you want the request assigned to, your options include: � Plan assign upon submit or re-submit (when rejected) � Plan assign upon approve � Plan assign upon realize � Plan assign upon re-open
Using This Tool Use this tool to assign a request to other resources (selected by a browser) for the next status of the workflow
Issues Solved Makes workflow processes more efficient and easier to manage when assigning of responsibilities is commonly used within the organization
Skill Set to Use this Tool The following skills are useful with this Tool: � Have a knowledge of Synergy � Understand workflow requests � SQL tables & fields
This Tool is Bundled with: Workflow Plus Multiple Assign
FAQ’s � 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 ERP system data
Contact Us Contact us to schedule a demo or receive additional information on our tools Dave Kloepfer Sales Manager SynergyExpert.com dkloepfer@synergyexpert.com 847-956-6500 (Office) 847-867-4401 (Cell)
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