One of the system's most powerful features is the tracking behind every page on the Intranet. As an administrator you can see when an item (IntraMail or IntraPage) is created and by whom, who has seen it and when, and who has replied or edited it. Where a project has numerous items associated with it or more than one person to whom tasks are delegated, see at a glance who has responded affirmatively that they know what their role is and who has yet to even see their new assignment. Schedule time consuming follow up only when needed.
Order Procedures
Cabinet Makers Office was developed in consultation with persons actively involved in custom cabinet manufacturing. Procedures are a series of steps in a process such as manufacturing that can be created, customized, and altered to suit the function of the company. For instance, a procedure is needed to handle a customer's order from the initial consult through to installation and servicing.
CMO created a semi-automated process to handle the following series of steps:
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Add a new customer's contact information to the database from an online sales form easy to use by the sales or administrative staff. Or, in the case of an existing customer, enter that data automatically onto the sales form.
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Manage appointments and schedule pre-sales tasks such as measuring and project cost quotes.
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Start a new manufacturing order for the customer with single entry data on the Order Form carried through to the various tasks that make up the entire construction process through installation.
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Quickly create or adjust task items to reflect the changing requirements of a project.
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Automatically assign these individual construction tasks to the responsible employee. The employee sees tasks assigned to them on the calendar or on their daily ToDo list.
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Manage task delegation, item due dates, and priorities easily from a centralized location.
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Print the order details and reports.
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View a project(s) on a calendar showing any or all employees and their delegated tasks.
With the built-in permission controls you can give employees just the right amount of access to be as productive as possible with their time.
Have them login from their work station (touch screen enabled!) and see what you want them to see - their schedule of active orders for the day or week.
Administrators see as much or as little as you wish at one time.