Step by step – System Administrator Dashboard

This guide is primarily intended for the system administrator. It details the procedures allowing him to display the profiles of employees and organizational units, to assign roles, to create procedures, or to configure Workflow rules, such as the display language, the date format, etc. It also presents the interactive reports available to the system administrator.

Before configuring a procedure, it is important that the system administrator has the following information on hand:

• The tasks (steps) necessary for the completion of the procedure;
• The duration of the task;
• The statuses that can be attributed to the procedure;
• Unique identifiers of the procedure;
• Which identifier will be updated by SIGTAS.

For each task, the system administrator must specify:

• The instructions necessary to correctly complete the task and the name of the screen, when the task is completed in SIGTAS;
• Who (which role) can perform, assign and reassign the task;
• The possible results, following its completion;
• The status of the procedure, after its completion following the reception of a specific result;
• The next task (if required), following the reception of a specific result.

To access the details of a feature, hover the mouse over the title of the feature and use the left button to expand its description.

Section - Employees and Organizational Units

• Display employees
• Display organizational units

Section – Procedure Information

• Maintain Procedures

  • Display the list of users assigned to a role
  • Display task details
  • Display procedure tasks
  • Afficher une procédure
  • Display a procedure
  • Copy a procedure
  • Create a unique identifier for a procedure
  • Create an automated action
  • Create an alert or a reminder for a task
  • Create a new procedure
  • Create a new version of a procedure
  • Create a procedure from a template
  • Create a task
  • Export a procedure
  • Task hierarchy/procedure instructions
  • Task hierarchy/procedure results
  • Import a procedure
  • Modify the identifier of a procedure
  • Modify the task of a procedure
  • Modify the status of a procedure
  • Modify an alert or a reminder
  • Modify a procedure
  • Modify a role
  • Select a role
  • Delete a status linked to a procedure
  • Deleta a role
  • Deleta an alert or a reminder
  • Delete a procedure
  • Delete a task from a procedure
  • Validate and confirm a procedure
  • View task details

• Maintain Unique Identifier

  • Modify unique identifier information

• Maintain Procedure Categories

  • Create a procedure category
  • Modify a procedure category
  • Delete a procedure category

• Maintenance Procedure Priorities

  • Create a procedure priority
  • Modify a procedure priority
  • Delete a procedure priority

• Maintenance Procedure status

  • Create a procedure status
  • Modify a procedure status
  • Delete a procedure status

• Maintain Automated Action Types

  • Display the type of automated actions
  • Modifier the type of automated action

• Maintenance Message Templates

  • Create a message template
  • Modify a message template
  • Delete a message template

Section - Security

• Management of Security Components
  • Maintain Roles

Section - Settings

• Maintenance of Workflow Rules and more (i.e. field formats, integrated application, languages, etc..).

  • Maintain Settings
• Display and print the procedure diagram
  • Display and print the procedure diagram

Workflow provides users with a series of three interactive reports allowing them to generate data according to the parameters they have selected. To find out how to generate and print interactive reports, click on the link in Interactive Reports.

The three reports available in Workflow are:

1. List of Tasks. This interactive report lists tasks according to different criteria, such as procedure number, priority, identifiers, task manager, status, etc. (604:2006).
2. List of Procedures. This interactive report lists the procedures according to different criteria, such as the start date, the procedure number, the status, or even the identifier, the task, etc. (604:2007).
3. View Procedures on Hold. This report displays the pending procedures according to different criteria, such as the procedure number, the last task completed, or even the organizational unit, the due date, etc. (604:2020).