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首頁 > 研究院 > OA智庫 > [賽迪]協(xié)同OA“表單監(jiān)控”——小功能大智慧
[賽迪]協(xié)同OA“表單監(jiān)控”——小功能大智慧
  在OA系統(tǒng)中,針對審批流轉應用時常常會出現(xiàn)這樣的問題:當企業(yè)領導想查看公司內部所有審批流程的審批狀態(tài)以及過程(審批中以及審批完畢的),怎么查看?無論是否需要自己審批,財務經理都需要監(jiān)控所有跟財務有關的申請和審批,可以實現(xiàn)么?員工發(fā)起了一個申請單,已經有一些領導審批過了,但還未結束,現(xiàn)在需要把這張單子作廢,怎么辦?沒有參與審批的人可以將表單歸檔和打印么?領導人或監(jiān)控人能夠對未完成的流程進行催辦么?審批過程中審批人因某些原因無法審批,需要臨時更改審批人怎么辦?能夠將審批單轉發(fā)給其他非審批人員查看嗎?諸如此類的問題,在OA系統(tǒng)中如何實現(xiàn),想必OA系統(tǒng)中的表單監(jiān)控功能可以全程為你排憂解難。那么,你對OA系統(tǒng)中的表單監(jiān)控功能了解多少?
 
  我們來看下華天動力協(xié)同OA系統(tǒng)中的表單監(jiān)控功能。表單監(jiān)控提供了一個管理所有流轉單據的集中操作界面。正在審批和已經審批完的所有表單都能被監(jiān)控和管理。在表單監(jiān)控中可以查看申請信息、當前狀態(tài)、當前流程、審批記錄和閱讀記錄。對審批中的表單可以更改本步審批人,可以通過發(fā)送消息的方法催促當前審批人進行審批操作。對審批完畢的表單可以歸檔、轉閱。對發(fā)送錯誤的審批申請可以由管理員刪除,減少冗余數據。  
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 
     在華天動力協(xié)同OA系統(tǒng)中表單監(jiān)控功能主要包括9項內容。監(jiān)控范圍:正在審批和已經審批完的所有表單都能被監(jiān)控和管理。監(jiān)控內容:可以查看申請信息、當前狀態(tài)、當前流程、審批記錄和閱讀記錄更改審批人:對審批中的表單可以更改本步審批人。催辦:對于正在審批中的單據,可以通過發(fā)送消息的方法催促當前審批人進行審批操作。歸檔:對審批完畢的表單可以歸檔。打?。和ㄟ^瀏覽器打印表單。刪除:對發(fā)送錯誤的審批申請可以由管理員刪除,減少冗余數據。查詢:一種查詢方式是通過模板分類和審批狀態(tài)的快捷查詢;另一種查詢方式則是根據表單內容的高級查詢。監(jiān)控人:在設置表單的時候可以指定表單監(jiān)控人。只有表單監(jiān)控權限的人員才能在監(jiān)控畫面中查看和操作表單。轉閱:功能和分發(fā)一樣,但是只有審批完的表單才能夠轉閱。
 
  某集團實際應用場景:
  有了OA系統(tǒng)以后,金信集團的辦公流程日漸規(guī)范起來了,達到了預期的效果,總經理趙華威很滿意,但他還希望自己的幾個助手能夠多關注一下對審批流程的管理。他給財務總監(jiān)鄭和、行政總監(jiān)李國天、營銷副總張勝陽、生產副總張毅、信息部經理姜程發(fā)了一封內部郵件,要求不論是否需要自己審批,四位領導人都必須能夠全程監(jiān)控與自己職能相關的審批流程,行使必要的管理職能,確保流程更加有序、健康的運行,他要求姜程在技術上協(xié)助實現(xiàn)。

     信息部經理姜程知道,這就是表單監(jiān)控的功能,只是公司在以前并沒有好好地利用這個功能。根據趙總的要求,姜程將審批模板分為財務、行政、營銷、生產四大類,四大類審批單的監(jiān)控人分別設置為鄭和、李國天、張勝陽和張毅。這樣,他們就能夠監(jiān)控和管理到所有管轄范圍內的審批單了。

     設置好以后,姜程又向四位領導詳細介紹了表單監(jiān)控的用法,包括如何查看表單內容和審批記錄,如何對審批人進行催辦,如何臨時變更審批人,如何廢除錯誤的表單,如何轉閱已經審批完畢的表單等。
關鍵詞: 表單 智慧 功能
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