The registry office and administration are the areas typically first to be covered by process automation and electronic document workflow. Most documents from outside the organization, regardless of channel, are received by the registry office or reception and this is also the point from which documents are sent to external entities. The registry office and administrative departments are also responsible for the internal distribution of documents, archiving and planning as well as organizing work within the unit. Automation of processes in these areas ensures the smooth functioning of the entire organization and positively shapes its perception by external stakeholders.
Korzyści:
Elimination of delays in case handling and easy status tracking
Maximum reduction of working with paper documents
Fast access to all documents related to a given topic or case
Efficient information management
Comprehensive support for archiving processes
Incoming Correspondence
Bosflow handles incoming correspondence received via various channels - through the integrated e-PUAP platform, e-mail, traditional mail or courier. System-generated barcodes and scanner integration make it easy to batch scan, register and assign paper correspondence. Chronological filing options built into the system organize the storage of paper documentation.
Outgoing Correspondence
Outgoing correspondence is handled via the same channels as incoming correspondence. The system streamlines bulk mailings and label generation. Replicating postal rate tables enables the recording of postal service costs. The automatically generated correspondence register serves as a dispatch ledger from which the postal mailing list is produced.
Internal Correspondence
This streamlines case processing within the organization. It enables users to set deadlines for handling or responding to cases, to assign tasks and consultations within a given matter and to add attachments and notes. Linking internal correspondence to other case types, assigning correspondence to an individual user or a user group these are just some of the features that ensure efficient internal information flow.
Case Files
Case files act as virtual binders that gather documents, notes, emails and other information related to the same issue or topic. In organizations following a registry instruction, case files are usually set up based on JRWA (Standard Subject File Plan) or archiving categories. Document classification drives the full support for archiving processes.
Contract Register
Enables registering all types of contracts and related documents. Individually defined form fields record contract-specific parameters and information. Assigning the person or department responsible for contract execution streamlines contract management. Reminder features (for dates, amounts and quantities) support the execution of contracts.
In-house Archive
This module manages all in-house archive processes: creating transfer and receipt lists, document disposal, loaning and returning documents to the archive based on submitted requests. Thanks to advanced cataloguing and indexing functions, any document can be quickly located in the system, in chronological records or in the traditional archive, using part of its content or metadata.
Contact and Contractor Register
The register ensures the collection, storage and updating of a database of individuals (contacts) and legal entities (contractors). New contacts or contractors can be created directly in the system or imported from an external system, such as an ERP. Integration with the GUS (Central Statistical Office) database – the REGON register (National Official Business Register) - streamlines contractor onboarding. Validating NIP (Tax Ident
Electronic Notice Board
This is a simple tool for distributing information within the organization. The notice board enables the creation and publication of announcements, information and directives for defined recipients. Categories and authorised editors can be set. Publication and archiving dates ensure that displayed announcements are always up-to-date. The system also registers who has read a particular announcement.
Meeting Scheduler
Supports the planning of one-off and recurring meetings, inviting selected people and managing dates and tasks. Invited users can accept or decline invitations. The calendar can be customized visually and shared with selected users, while still allowing for defining private events.
Resource Booking
Enables users to define resources and rules for managing their reservations (e.g. meeting rooms or vehicles). Authorized users can reserve resources in the system and resource managers can confirm or reject reservations. Booking, resource availability and management are handled directly from the integrated graphical scheduler.
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Zobacz inne moduły
moduł bosflow
System Administration
Most clients have highly qualified IT specialists on staff and, to optimize costs, expect a system they can independently administer and manage. Bosflow provides extensive options for parameterization and configuration by trained administrators. Modelling new, individual business processes using the form builder and process modeler can also be made available to administrators and other authorized system users.
With Bosflow, it is possible to model virtually any business process. In addition to the predefined, most commonly implemented modules and processes such as registry office, invoice workflow or leave requests, every organization has its own distinctive business processes that can be reflected in the system. Bosflow also serves as an excellent repository for all types of documents important to an organization, for each of which a dedicated register can be set up within the system.
The device and infrastructure management module has been developed with technical and maintenance departments in mind. It enables the comprehensive management of all infrastructure owned by the organization: buildings, devices, machines, apparatus and IT equipment. Asset record cards can correspond to the fixed asset register downloaded and synchronized cyclically from the ERP system or serve as independent files for assets that do not have a corresponding record in the fixed assets register. Within this module, processes can be managed for changing usage locations, reassigning assets, equipment removal permits, asset disposal and creating BDO (Waste Database) cards