Workflow Manager
What Does It Do?
The MyWorkpapers Workflow Manager tracks the progress and status of each audit from a single, easy-to-use and intuitive interface coupled with an email notification system to ensure common communication breakdown points and manual processes are automated.
Key Benefits
Integrated and modern workflow management
fully integrated with MyWorkpapers audit files, users do not need to manually update spreadsheets or other third party workflow systems
Efficient and consistent reporting
one touch saved filters allows firms to generate periodic reports in seconds
Efficiency
one touch file creation for files not yet created
Effective and efficient communication
automated email notifications ensures that staff are kept up to date on audit progress
Customisable
fully customisable for each firm template, allowing firms to create workflows for how you prefer to work
Key Features and Functions
Filters
The Workflow Manager (WFM) is fully filterable on client type, stage of completion, engagement team members and more to allow firms to generate customised periodic workflow reporting.
Saved filters
You are able to create and save an unlimited number of filters for future access, allowing you to generate your favorite reports in seconds.
In file status update toolbar
Unlike manual Excel sheets or other workflow tracking systems, the MyWorkpapers Workflow Manager is fully integrated into each audit file enabling you to update the status of an audit file directly from the Working Paper Index.
Email notifications
Appropriate stages of each workflow will prompt you to notify the appropriate team member(s) and/or the fund administrator, simplifying the communication process and eliminating common communication breakdowns.
One touch file creation
You are able to filter the Workflow Manager by ‘files not yet created’, to get a full listing of the audit files which you will need to set up for the year and from there are able to create each of these files instantly.
Customised firm workflows
For each firm template you are able to create your own customised firm workflow, providing firms with flexibility to set firm workflow the way you want.
Printing and export
Allows you to export filtered results directly to your local printer, PDF or to CSV format.
