How it works
Every workflow is driven by a template. You create a template to define the activities
in the workflow, how the flow will operate, what actions can be taken at each step
and what results should be captured. Once the template is created you can use it
to create workflows on individual sites. This enables you to create standardized
workflows on any site all driven from a single uniform template.
Normal workflows allow you to create a series of activities that can be either executed
in a predefined order or randomly. As each activity is completed the workflow owner
can be automatically notified of the completion or rejection of the activity.
For document workflow you can have our workflow manage the flow of documents from
activity to activity. Once a document is added in one activity, it is automatically
forwarded to the next activity in line where it is again revised and updated, before
being passed onto the next step.
Order and execution
How the workflow executes each activity – This can be random where any activity
can be completed in any order, or sequentially where each activity is executed in
You can prevent an activity from being completed unless named previous activities
have already been completed. This list of predecessors or dependencies allows you
to choose any number of dependent activities the workflow will check that these
have been completed first before allow the user to complete the current activity.
Workflows support three distinct data capture options – Notes field, documents,
Photos and custom structured data. You can choose any or all of these to be available
to the user and can also set the option to force the user to enter specific results.
Structured results give you a powerful option not only to name the data you want
captured, but also to force its capture – For example this could be the power reading
in KWH for a site inspection or the bearing for a specific antenna on a mast.
Any activity in a workflow can be marked to automatically appear in a workflow progress
report. This interactive report will display each workflow and the status of each
activity against the target date. The system will display a traffic light colour
depending on whether the activity is meeting its forecast date or ahead/behind schedule.
The workflow application is driven by custom roles. You assign your staff to a role and they are automatically notified of a workflow activity if that
role is the designated activity owner. Any organisation can create an unlimited number of roles and staff can be assigned to multiple roles if required.
3rd party contractors can also be assigned to roles and the Siteshare system will push the activity into their work queue automatically.
Siteshare is designed to integrate contractor organisations and allow self management.
This permits contractors to add and remove staff independently of your organisation.
This design eases the burden of managing contractors, their staff, usernames and
passwords as it pushes the task of managing these staff directly to the contractor.
3rd party contractors can also be assigned to roles and the Siteshare system will
push the activity into their work queue automatically.
Any user can add notes to the overall workflow or to individual activities at any
time. This allows you to gather information on the workflow and any notes from activity