Does TriDoc support workflow?
Yes, there is a built-in workflow engine in TriDoc system, where individual approval processes can be defines for your various document types.
Two different approval workflows are available:
Simple approval workflow
Advanced approval workflow
The simple approval workflow allows you to define maximum 3 approvers. In the advanced approval workflow you may define any number of approvers and approval levels.
How can I review previous approval information of my colleagues?
View the approval history of a document version on the version datasheet
You can open the document datasheets of already registered documents by double clicking on the given record in the Document list or in the Archive-hits list.
Select the version you are looking for from 'Document versions'.
Click on the 'Approval history' button on the right.
The approval information related to the selected document version will appear in a pop-up.
View the approval history of a document version at My approval tasks
Select the document version you are looking for from one of the three lists. (My approval tasks, Which of my documents have been assessed?, Late approvals)
Choose the 'Approval data' tab on the right.
(After you have read the information connected to each approver click the 'Feedback read' button.
How can I view my document related duties?
The logged in user can view his most important document related duties on the Dashboard. Here you can find the list of documents to be prepared, the list of your approval tasks and the list of document creation tasks you have assigned.
Double click on the selected record to get to the document datasheet!
The approval tasks can be found in the menu My approval tasks, which contains the following three lists:
My approval tasks
Which of my documents have been assessed?
Alerts - Late approvals
If you want to get regular e-mail notifications about your approval tasks, in the User settings menu you can give the e-mail address where the notifications should be sent and how often you want to get these notifications.
What is the difference between setting a 'Warning' or 'Deadline' for an approval level?
Each approver of an approval level with a deadline has to do his approval task until the defined deadline. If he doesn't approve or reject the document in time, the approval task will become a late approval and both the approver and his supervisor will receive a notification by e-mail.
You can set a warning to each deadline, so your colleagues won't miss the deadline, or at least they will be reminded by an e-mail sent to each of them. (In this case the supervisor will not be informed.)