TIMS Notes, Tasks and Workflows are a powerful trio of tools that work together to facilitate the most efficient and integrated intake process you can get.
Task management provides a clear view and easy way to maintain all tasks in the TIMS System. This smart approach to assignments and follow-up staff reminders allows you to conveniently notate an item of work, assign, re-assign and even determine follow-up dates for the task to be completed.
And, any newly added notes (created in Notes) for Intake, Order Entry, CCI, A/R, Claims Management, and/or Prescription OE—can have a follow-up task associated to them.
You can manage outstanding and overdue tasks system-wide. And that’s just for starters. You can use the Task System to handle collections—or simply use it as a recall system.
View and organize work assigned as well as enter personal tasks/reminders and re-assign work to other team members.
Workflow states may be system-defined—or even user-defined. The system-defined states are Intake created, Intake verified, Intake discarded, Order created, Order selected, Order posted, and Order canceled.
Custom-defined states can be added/removed/moved in the workflow. And, there is also the added flexibility of allowing users to add a task to the workflow “on the fly.”
Workflow states trigger events—or actions—in the system and can create tasks, send emails, and execute a message queue integration.
A task is a customer note with an assignment and follow-up date. Tasks are created and assigned to a group of users (role + team), or to the intake/order owner. Tasks can be created with a title, note text, follow-up date, and note category that gives the task behaviors in the system.
Emails can be sent to a group or a single user when a workflow state is arrived at. The subject and text of the email can be defined as plain text. The text body of the email can use special tags to include context information about the workflow, the customer or the order that generated that email. Message Queue
To allow for the TIMS Workflow System to communicate state transitions and workflow context to external systems, Computers Unlimited will be using a publisher-subscriber integration pattern. We will be utilizing Microsoft Message Queues (MSMQ) to place messages on a queue when a state is arrived at. Consuming messages from the MSMQ will be the responsibility of the customer.
TIMS Customer Centric Inquiry (CCI) is an extraordinary tool designed to provide the information you need on demand. From customer account inquiries and balances to rental equipment and orders, you get the information you need delivered right to your fingertips.
View additional information from the CCI Task list: Workflow, Current state, Note comments, Workflow history, Order number (if applicable) and any other images that created a task.
Tasks can also be re-assigned and completed from the CCI Task list. And, if a task is completed, the user is prompted to advance the workflow. Filter your CCI Task list by: My tasks, My group and My tasks, or All tasks.
Intuitive new platforms for making life easier. Streamlining everyday tasks with brilliant new applications. Helping your staff work smarter—not harder. Think of TIMS as the game-changer that puts you ahead of your competition.