Plan Manager Workflow
Eliminate manual plan trackingRequest a demo
Automate the service plan and assessment workflowEliminate tracking of ISPs and assessment through Excel, paper checklists or tickler files.
- Automated notifications and workflow tracking ensure that rule-based deadlines for sending plans and reviews are met.
- A workflow dashboard ensures that you always know what’s going on —see every in-process workflow, drill down for details, recognize bottlenecks and even process tasks right from the dashboard.
- An iData customer received their first 3-year accreditation in many years after implementing plan manager.
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