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October 1, 2014 - 2:56pm

Spectrum Workflow allows you to define and enforce specific rules on your Spectrum processes. Not only can the user easily see all steps that are currently assigned to them, they can quickly approve, reject or mark that the step has been completed. The full history of each transaction processed through workflow is always available.

Key Benefits Include

  • Full Screen Integration: Workflow is seamlessly integrated into Spectrum through its own Info Bar.
  • Workflow Definitions: These are templates that define what triggers the workflow and what happens when it is finished.
  • User Definable Steps: Each workflow definition contains steps or tasks that are defined by you to meet your organization’s needs and objectives. Steps can be processed sequentially or in parallel. Each step is assigned to a user, a group of users, a role or the person who initially entered the transaction. It includes instructions, due dates, notes and the ability to view the entire workflow assigned to the transaction. The history of each step is recorded within the system as well.
  • Notifications: The My Current Workflow Assignments app keeps your users up to date on tasks that have been assigned to them. The app will link the user to the specific screen where the step is to be completed.
  • Management Overview and Control: Use the Workflow Management screen to monitor, reassign or even complete the steps of other users. Also, each definition allows for a unique set of overrides users. These “super users” can always jump into an existing workflow process and complete it when desired.

Spectrum Workflow’s initial release is scheduled this fall in the 14.13 Service Pack.
  

What Our Clients Say

"Greg is terrific, and I’m so excited to have a better resource! I have him working on several projects now with many more to come."

Progressive Plumbing

"I just wanted to commend Robert’s continued support since our go-live. Whether it be implementation or ad hoc questions, he has gone above and beyond."

Daniel C. - FMT Shipyard and Repair

"The best part was watching folks react to the info Greg shared. We had great feedback, big smiles all around, and folks excited about newfound streamlined ways to make their work easier. We know Greg's schedule is in demand, and appreciate the time he shared with us."

S.D. (Industrial Construction)

"He did a great job online and an equally great job in person. We’re enjoying working with our new Spectrum Viewpoint accounting software."

Chambliss & Rabil Contractors, Inc.

"I want to let you know how grateful we are for Robert Pacheco’s assistance. He was able to meet with me and discuss the issue promptly and complete the fix within a short amount of time. He is surely an asset, and we are thankful to have such a great resource."

Marques General Engineering, Inc.

"Beth is absolutely wonderful to work with! I appreciate her patience and professionalism. It’s a relief to know I can count on her to respond and be a life line for us as we continue to learn the system. She is truly top notch."

Eastbound Mechanical

"I wanted to let you know Dan did a great job. He has a vast amount of knowledge, and I feel very fortunate to be working with him."

H.F. (Mechanical Contractor)

"Michael and Matthew have exceeded my needs and expectations. I get help same day 95% of the time, which is very important in my business at times. They are professional and courteous 100% of the time. Zero complaints."

Mitchell Brothers

"We appreciate Tim and all of his excellent support."

M.J. (Manufacturing Firm)

"Thank you for your assistance/responsiveness to assist us in getting P6 back online so quickly today. We appreciate all the support you provide."

M.J. (Manufacturing Firm)

"Kristen is a very valuable resource for us!"

LCI-Lineberger Construction Inc.

"It’s a pleasure working with Robert. He's very patient, knowledgeable and goes far beyond to help with any issues we have as a company or as an individual."

HL Contractors

"The level of service CDP provides is exceptional and always far exceeded my expectations. You can quote me on that!"

The Wesson Group LLC