Workflow Automation

Automate your processes, storing all relevant information and communication within GL Suite’s secure SaaS platform.

Automate Your Processes

GL Suite’s workflow capabilities allow agency staff to log in and see an itemized list of exactly what work they must complete, along with a corresponding due date for each task. GL Suite enables you to automate every step in your workflow process, from reviewing new applications, to license approvals, requirements tracking, generating notices, and managing and tracking complaints

Software Features

GL Suite helps to automate the application process, increasing your regulatory agency efficiency. GL Suite tracks the overall application status along with all related requirements, checklists, deadlines, fees, and so on using automated features. The regulatory software also prevents licenses from being issued until all requirements are met.

Workflow dashboards provide managers with a centralized way to assign work efficiently and monitor staff progress. Managers monitor all items sent to them for approval, audit team member work, and even generate a comprehensive view of the records assigned to each staff member. Staff members view deadlines for various pieces of work, then retrieve and update records via hyperlinks to data screens. Dashboards use GL Suite’s role-based security system, with customization based on security roles, or even individual staff, allowing for unprecedented levels of organization and prioritization.

How agencies use
workflow automation:

  • A “task drawer” in GL Suite lists all assignments for regulatory agency staff to complete a task, including an assigned to column with staff names, along with due dates; the drawer gives managers a view of their staff’s workload. 
  • The All Assignments View in GL Suite shows a manager all the assignments for each staff member, helping the manager understand staff workload.
  • Custom dashboards in workflow automation give your employees all the information they need at a single glance.

GL Solutions’
workflow dashboards include:

  • Displays all work currently in a staff member’s name, complete with click-through links to directly access tasks.
  • Color codes tasks to instantly inform users of their status.
  • Enables managers or administrators to quickly set up or modify all screens, menus, and business rules to reflect changes in your workflow.
  • Creates batches for printing or emailing based on date range, license status, etc.
  • Supports assigning dashboards to a user, position type and/or security group.

Security and Customization

Built-in role-based security ensures secure workflow dashboards and controlled data access, with customization options based on roles or individuals.

Benefits

Benefits of the workflow automation functionality include:

Work Queue Management

A dedicated task drawer displays assigned work items, allowing staff to efficiently log time, assign tasks, and track progress within the system.

Custom Views

The task drawer supports multiple customizable views allowing staff across the agency to view their work in manner that best supports their specific role.”

Dashboard Management

A centralized dashboard enables managers to assign tasks, monitor progress, and oversee team activities.

Pro Tips

When looking for software with workflow automation functionality, some key features to look for include:

  • Allows your regulatory agency to assign particular work items to specific staff.
  • Enables managerial staff to view the work assignments of their team.
  • Automates every step in your workflow process—from reviewing new permit applications to license approvals to tracking complaints.

Workflow Automation View More Resources

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