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