Project Insight’s Workflow Wizard allows teams to create multi-part forms for data capture. Administrators may create longer forms for team members to fill out and route for approval. If desired, once a step has been completed, you may optionally restrict team members from returning to that form and editing the information. Completed forms may be output to PDF format for sharing outside the system user base.
-Capture project requests, ideas, stage gates and more using online forms
-Route multi-part forms to approvers
-Report on all information in your forms
-Control editing and changing of steps in the process
-Print to PDF