Work Management Overview
Work management refers to a set of features within Socotra designed to support users with their work.
For example:
Recording and reviewing human-authored contextual data associated with quotes, policies, and other entities
Being alerted to important system events
Having direct access to data that relates to their work
Organizing and tracking important tasks that require attention
Defining relationships among workgroups and other parts of the organization
Work management is supported by these features:
Diaries - Human-written textual information with history that can be associated with quotes, policies, and other entities
Tasks - These are concrete units of work for individual users. Tasks might include property inspections, reviews, and approvals.
User Associations - Relationships between users and entities such as accounts or policies, and the specific role a user has in that relationship
Workgroups - Hierarchical groupings of tasks, users, and entities such as quotes and policies
Auto-Assign - Automatically assigns tasks and creates associations.
Workplans - Templates that automatically create tasks and assign tasks in response to system events
The following features are under development:
Notifications - Alerts users to important events triggered by internal or external activity