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Diary and workflow features - Lender Software


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Diary and workflow system

Tasks and notes   Diarised tasks and notes (never miss a deadline again)
Workflow and Tasks   As your application progresses the system has an inbuilt work flow that can grow automatically or you can select tasks/requirements from your pre-built list.  Therefore, you will no longer miss a requirement, task or special condition.
Notes   Notes can be added at any stage. We also understand that you may not want end users to change notes after a certain period of time for audit purposes.  All of which, is already built into the system.
Diary   Both tasks, requirements and notes, can be diarised, this means that you never miss a process. The dairy can also be emailed or be seen as a group or at different security levels.  This means that when a member of staff is on holiday other key staff members can view their diary.
Manage others diaries   Assign notes, to-do's and/or tasks to your colleagues, and optional work flow status with status history.

 
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