s
Download Information
Option
Modules
 Description
Attachments
ALL
 Attach photos, documents, spreadsheets, PDF's and more to your controlled documents, audits, complaints and NCR's. All attachments are stored securely in the database for viewing from any client.
PDA Audits
AUDITS
 No more printing out your checklists and carrying clipboards around. You can now download audits directly to your laptop or PDA, and then check the results back in automatically when you are back at your desk. If your PDA supports taking photo's you could even take a picture out on site and import it later as an attachment.
Bulk
Import Utility
DOCUMENT
CONTROL
This is ideal for either new users or existing users who do regular imports of a number of documents. The 'Bulk Importer Utility' allows mass importing of all your existing documents into our secure database. Allows you to easily set up your import categorization parameters using a standard excel spreadsheet.
Business
Rules
ALL
 Allows you to predefine the workflow exactly to your requirements. It allows you to route the tasks to the appropriate staff automatically, ensuring that important stages are managed in a timely manner. This stops users receiving irrelevant emails and promotes greater acceptance of the system.

Complaint Escalations &
Transfers

CUSTOMER
CARE
Allows the setting of timescales and email notifications for complaint escalations and delegation of tasks to a suitable person with full traceability. Ensures complaints are handled efficiently and by the appropriate people in your organization. Caters for absent staff through sickness or holiday to keep complaints progressing.
Configurable
Document
Cycle
DOCUMENT
CONTROL
Define individual document life cycles for each document. For example, you may require your ISO documents to be formally approved and issued, where as a company telephone list may be always editable and does not require approval and / or issuing. This feature allows you to have many different levels of control within the same database. Meaning that Workbench can now be used for Content Management as well as Document Control.
Configurable
Tasks and
Notifications
ALL
 All actions can be sent either internally within the software or through your email application. Powerful configuration panels allow you to determine which emails are sent. Meaning that users are not overloaded with messages that they consider irrelevant, again promoting greater user acceptance.
Delegation,
"Approve for",
"On behalf of"
DOCUMENT CONTROL
NCR's
This option gives you powerful functions to keep your workflow moving throughout business trips, holidays and illness, etc. Delegation means that only the appropriate personnel are allowed to act on another's behalf ensuring full traceability and accountability is maintained at all times.
Document
Encryption
DOCUMENT CONTROL
For maximum security selected documents may be encrypted using industry standard 128bit R.S.A. encryption as they are transmitted around your network. This is the same level of security as banks use for your credit card and other financial transactions and means that only the intended recipient may view the document.
Automatic
Acrobat PDF
Creation
DOCUMENT CONTROL
This function allows you to ensure that your documents are viewed in the industry standard Adobe Acrobat format. Documents are automatically converted when the document is made public, whilst keeping the document in its original format for future editing.
Within Document
Searching
DOCUMENT CONTROL
Allows you to search for documents in your database that contain specific words or phrases within the text.
Document
Reviews
Scheduling
DOCUMENT
CONTROL
This ensures that all your documents are periodically checked for relevance and current validity. Easily manage the scheduling of automatic reviews against any of the documents in your database at defined intervals.
Global
Replacement
of Users
PERSONNEL
 Remove the problem of staff changes with automatic re-allocation of all Workbench records& tasks. This removes the time consuming job of reallocating a person's documents and tasks to another when they leave or change job roles.
Groups (approval & Access Templates)
ALL
 Allows you to 'Group' sets of individual users together to model the structure of your business. Responsibilities and permissions can then be allocated to the group as a whole, simplifying system management and saving time. For example, Create a 'Sales Group'; add the individuals into that group; and then you can assign the 'Sales Group' to any relevant document(s). New sales staff can then simply be assigned to the existing 'Sales Group' instantly allowing access to those documents.
User Defined Actions
DOCUMENT CONTROL
CUSTOMER CARE
NCR's
Allows you to create your own actions buttons within the software on key screens. These buttons can then be used perform a specific tasks. For example, open a web page, view a file or launch an application such as Webex for collaborative document editing.
User Defined Analysis
ALL
 Define your own custom page within each module using standard check boxes, drop downs and text boxes. This gives you the freedom to define your own entry fields within the database. These can be used to capture information specific to your individual requirements.
Work Flow Progress Assistance
DOCUMENT CONTROL
NCR's
Allows you to track the progress for any tasks currently undergoing approval, including document approval progress, change request approval progress, NCR sign-off progress and NCR corrective action sign-off progress. This allows you to easily identify any possible bottlenecks in your workflow.