DRIVE contains a series of workflow management tools designed to help firms control and monitor job plans, schedules, deadlines and overall productivity.
Initially users can define their job plans using a drag and drop facility on the job planner view. This allows a top level view of resources across the year. If a deadline is set on a workplan but the user drags a plan beyond the deadline date, a series of warnings and colour coded alerts are shown.
Reduce the number of spreadsheets being used by setting up all work plans in the DRIVE Job Planner. The planner allows you to assign clients, staff and job plans in a calendar format to plan the years activity across the firms resources. Each partner and manager can see all of the jobs coming up and who has been allocated or who remain to be allocated on a yearly basis.
Job Plans
Job plans can be setup at a simple or detailed level. A basic assignment of client, job and staff can be done which allows you to see the jobs over the entire year but will not go into great detail. Comprehensive job plans can be created to control the stages of a job with checklists and linked communications and detailed notes.
Key Features :
Drag & Drop Calendar
Weekly/Quarterly/Monthly/Yearly view
Workflow View
Staff Resource View
Multiple Staff Allocation
DRIVE Diary Integration of Assignments
Client/Jobs Filtered by Partner/Manager/Lead Staff
User Defined Workflow Types
User Defined Checklists
Highlight Priority Clients
Draft Plans
Deadline Tracking
Progress to Completion
Communications History
Books In Integration
Actual WIP on Job To date
Workflow Integration with Relate Accounts Production
Workflow Integration with Relate Personal Tax
Deadline Tracking
Deadline date tracking is an integral part of the job plans created and the job plan grid is sorted by planned completion date or by deadline date. Deadline date management allows you to apply statutory and non statutory deadline dates to clients by entity type and allocate date tracking to managers and staff.
