Workflows in the FM portal

Automated Contract Resubmission Workflow

This workflow enables the automated resubmission of contracts. When the resubmission deadline is reached, the recipient group receives an email notification. The recipient group can be defined for each contract type. Contracts that are due for resubmission are displayed in the service list.

General Approval Workflow

With this product, you get a flexible approval workflow that can be used as a subprocess for specific approval scenarios in any other eTASK workflows.

Relocation Workflow

The workflow enables the ordering and processing of personnel and property relocations.

Order Workflow

With this product, you get the standard workflow for processing orders with suppliers.

Invoice Receipt Premium Workflow

Workflow for approving incoming invoices via an automated workflow. The workflow enables invoice approval using the dual-control principle in accordance with GoBD and takes approval limits into account. Invoices are captured as scans or via email directly into the workflow.

Operator Concept Workflow

The workflow enables the implementation and auditing of operator concepts/operator responsibility.

Outgoing Invoice Workflow Basic

This is the standard workflow for creating outgoing invoices in eTASK.Cost Entry. When the invoice is created, the workflow checks whether all conditions for sending the outgoing invoice are met (e.g., IBAN available, amount greater than 0, payment terms specified).

Vehicle Booking Workflow

The Vehicle Booking Workflow enables the provision of vehicles and ride-sharing opportunities for employees to book independently.

Outgoing Rental Invoice Workflow Basic

This is the standard workflow for creating rental invoices in eTASK.Rental.

Desk Sharing Workflow

This workflow enables the reservation of workstations that have been approved for booking.

Invoice Receipt Workflow Basic

This workflow enables invoices to be received via scan for direct approval without verification steps.

Maintenance Workflow

This is the standard workflow for initiating, processing, and documenting work orders from manual or automated triggers (from order planning).

Maintenance Order Planning Workflow

This workflow is used to set up and control order planning for the automated triggering of planned orders.

Payment Run Approval Workflow

This workflow is used for payment approval, where multiple authorized persons must approve the payment.

Service Ticket Workflow (with "Service Tiles" option)

This workflow enables the reporting of services via graphical service tiles and the handling of ticket processing through a standardized service process, including escalation and approval scenarios, as well as the ability to link tickets and assign subtasks.

Resource Booking Workflow

This workflow enables the reservation of resources that have been approved for booking.

Workflow HSE Monitoring

The workflow supports the monitoring and approval of changes to the assignment of selected functions.

Training Management Workflow

This workflow is used to organize training events, schedule sessions, manage participants, and track their progress.