WorkZone feature overview
The table below gives an overview of how common ministerial and management business requirements can be mapped to features in WorkZone. In addition, the table provides quick references to relevant articles in the WorkZone documentation.
| Business requirement |
WorkZone feature |
More information |
|---|---|---|
|
Distribution to relevant division/ employee |
Assign ownership of a case to a responsible unit or employee and, perhaps find contributors. WorkZone feature: Distribution process |
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Extended submission of documents for approval |
Create dynamic submissions where approvers approve a submission in a fixed order. Available actions in a submission are:
Approvers and documents may be changed while the process is ongoing. WorkZone feature: Extended submission |
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Step by step submissions |
Combine sequential and parallel approvals in steps with individual deadlines within the same process. The submission can include a variable number of steps and a variable number of approvers. Available actions in process steps are:
Approvers and documents may be changed while the process is ongoing. Reuse of saved and standarized process steps. WorkZone feature:
|
Templates for advanced submissions in WorkZone Client
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Process history |
View process history to see who did what when. WorkZone features:
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Easy and quick registration of documents |
Save, search, view, and edit your emails and documents on cases directly from Microsoft Office applications. WorkZone feature:
|
Work with your Outlook items using WorkZone for Office Work with your Office documents using WorkZone for Office |
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Document versioning |
Create drafts and manage versions of documents and restore older versions of documents. WorkZone feature: Draft versioning |
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Tasks |
Work with approval tasks in the preferred app and from the preferred device. WorkZone features:
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Actor sequences |
Reuse predefined lists of approvers across processes. WorkZone feature: Actor sequences |
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Delegate cases, documents, and tasks to others |
Support for delegates functionality WorkZone feature: Assign and work with delegates |
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Mobility |
Use WorkZone from your mobile devices and work with approvals, search, view and edit documents, and discuss work in a chat. WorkZone features:
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General overview of functionality on mobile devices Work with tasks from your mobile device Work with meetings from your mobile device Chat about your WorkZone items from mobile device Browse through your cases and documents Edit your Microsoft Office documents from a task (iOS only) Edit your documents from the Browse module |
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Chat |
Support for chat on cases, documents, and parties on different devices. WorkZone feature: Chat in WorkZone Client and WorkZone Mobile |
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Create and register meetings |
Create and register meetings in WorkZone. WorkZone features:
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Overview of processes |
Overview of processes, deadlines, and progress.
WorkZone feature: Processes Overview |
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Business Intelligence - Tracking and monitoring |
Tracking and monitoring WorkZone feature: Dashboard |
