Monthly Report Process

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An example of a "monthly report" workflow process example using PNMsoft's workflow software platform.

Text of Monthly Report Process

  • 1. Open the HR Collaboration Portal
  • 2. Initiating a new report from an online form
  • 3. Tasks are sent to department managers
  • 4. Open Toms Outlook Finance manager
  • 5. Report details are embedded in email. User can approve/decline from Outlook toolbar
  • 6. Workflow Status
  • 7. Toms task Adding data to the new report
  • 8. Finance Board reviews the information submitted
  • 9. Open Peters Outlook Project Manager
  • 10. Report details are embedded in the email
  • 11. Peters task adding data to the new report
  • 12. Project Director reviews submitted information
  • 13. Open Marks Outlook - Corporate
  • 14. Report information embedded in the email
  • 15. Workflow Status
  • 16. Marks task adding data to the new report
  • 17. Report is created and distributed to members
  • 18. Case Management
  • 19. Team Performance
  • 20. Team Status
  • 21. Late Tasks - Report
  • 22. Report can be exporting to PDF and Excel
  • 23. Report in PDF format
  • 24. Report in Excel format
  • 25. Opening the Report Builder
  • 26. Managers can create their own reports without code
  • 27. Filtering the report cut and dice
  • 28. Reports can be saved, exported, printed and distributed