Workflow Plus Bulk Request Actions Tool for Synergy Enterprise - PowerPoint PPT Presentation

Dec 03, 2022 •176 likes •267 views

Workflow Plus Bulk Request Actions Tool for Synergy Enterprise What is This Tool ? Allows Synergy Administrators to manage bulk updates of requests to change statuses. These include: Bulk Approve Bulk Realize Bulk Process

Workflow Plus Bulk Request Actions Tool for Synergy Enterprise
What is This Tool ? � Allows Synergy Administrators to manage bulk updates of requests to change statuses. These include: � Bulk Approve � Bulk Realize � Bulk Process � Bulk Reject � Bulk Delete � Bulk Assign � Bulk Re-Open � Bulk Re-Submit
How Can I Use This Tool ? � Using a search screen, you may filter those requests which require action and complete the task � There is a limit of 1,000 requests for each update batch
Issues Solved for Customers � Eliminates the one by one updating of requests in a Resource’s workflow to a new status
Skill Set to Use this Tool The following skills are useful with this Tool: � Have a basic knowledge of Synergy � Experience with requests and status changes
This Tool is Bundled with: � Workflow Plus Bulk Updates to Fields in Requests
FAQ’s for this Tool � Installation / training / enhancements & on-going support covered by annual maintenance � Maintenance plan is required for tool to be used � Enabling Add-On Role required on Synergy license for resources � Works with all Synergy Enterprise sites and back office products
More Information Please contact us to schedule a demo or receive additional information on our tools Dave Kloepfer Sales Manager SynergyExpert.com dkloepfer@synergyexpert.com 847-867-4401 (Cell)

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