Work Management Overview

Work Management is a set of capabilities within Socotra to support users in doing their jobs, for example:

• Recording and reviewing human-authored contextual data associated with quotes, policies, etc.

• Being alerted to important system events

• Having direct accesss and references to data that relates to their work

• Organizing and tracking important tasks that require attention

• Defining the structure of relations between within and across 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. These might include property inspections, reviews, approvals, etc.

• User Associations: These represent the relationship between users and entities like accounts or policies, and the specific role that the user has in that relationship

Other functionality under development includes:

• Workgroups, which represent groups of users and are organized in a heirarchy

• Automated Assignment, which enables the creation of tasks and user associations, where the system then assigns it to an appropriately situated and qualified user

• Workplans, which can ngenerate sets of tasks triggered by system events (such as quote creation), followed by automated assignment of each one

• Notifications, so users can be alerted to important events triggered by internal or external activity