CIM Workflow

Schematic

COINS INfOrmatION maNager (CIm)

COINS Information Manager (CIM) supports key business

and functional processes by providing document

management and control with native integration to COINS

Ti. CIM makes it simple to scan, route, and add notes to

documents for key business and functional processes.

With CIM, you have the ability to:

Set up a data structure on the server for securely storing and viewing documents. All data in CIM is encrypted and compressed.

Scan any document, such as invoices, insurance certificates, packing slips, and contracts.

Launch the CIM Search Engine from COINS Ti.

Use the “Show Image” option throughout COINS Ti.

Configure CIM for your document types and build indexes using COINS Ti data.

CIm Document Imaging and Workflow

COINS Information manager (CIm) is COINS ti’s integrated document management system. With CIm, you can easily access documents related to data that you are currently viewing in COINS ti.

Construction Industry Solutions

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Contractors are very interested in managing documents

relating to the accounts payable process. With CIM, the

document image is stored with the COINS transaction and

thoroughly indexed. This means easier access to a copy of

the invoice when needed and less effort and cost for storing

paper copies. Features to support this include:

Share Accounts Payable invoice information between COINS Ti and CIM - no dual entry is required.

Use the CIM navigation toolbar for quick navigation between unprocessed invoice images.

Display invoice images automatically in A/P Invoice Entry when working with a CIM-created invoice batch.

Apply keywords and indexing automatically to CIM during COINS Ti posting.

Enjoy flexibility in the scanning workflow: Scan first and then enter invoices, or enter the invoices and scan them later.

Launch CIM Workflow automatically from COINS Ti. For example, CIM Workflow directs the approval process for held invoices and removes approved invoices from hold.

Access CIM invoice images for posted invoices from A/P Invoice Inquiry and Job Status Argon.

Using CIM, invoices are typically scanned into CIM as

graphics files. The document images are then automatically

linked to invoices in COINS Ti; users enter the invoices in

COINS Ti on one screen while looking at the scanned image

on another. Posting the invoice automatically pushes index

information to CIM, such as job, vendor, subcontract, invoice

amount, and other options.

Image retrIeval

The CIM Search Engine lets you carry out refined searching

and filtering based on image indexing. For example,

keywords for an invoice might include invoice date, invoice

number, amount, vendor/subcontractor code, job, and

contract. You can easily run a search by date for a contract

and view all resulting documents in your web browser.

flexIble WOrkflOW

CIM includes the ability to define and implement workflows

to control the movement of documents through your

company for entry, review, approval, and other activities.

For example, an Accounts Payable workflow might start

with the scanning of an invoice, then automatically send it

to a project manager’s Workflow Inbox for approval, return

the approved invoice for posting, and finally allow it to be

selected for payment.

Workflows, actions, participants, triggers, and time

constraints are defined using CIM’s Workflow Definition

Language to fit the processes in place in your business. You

won’t be shoehorned into a “one size fits all” workflow.

embeDDeD emaIl

CIM can generate email messages from within the

application. An email can simply be sent to the required

personnel, either as a web link that takes the recipient

directly to the document within CIM, or by attaching a copy

of the document image to the email message. Invoice

questions and other issues can be dealt with online more

quickly and efficiently than with the traditional “paper

chase” method of photocopying and sending documents out

to regional or site offices.

The recipient can review the invoice and attach a memo to

the document directly within CIM. The memo is date and

time stamped together with the user who created it, thus

providing an automatic audit trail of the approval process.

Web CIm

CIM can be deployed over the web so that users may

access documents remotely via a web browser. This option

provides a fully distributed document management system.