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Approval Workflow (Email Form)
Customer Profile: Manufacturing company
Industry: Manufacturing
Synopsis: Approval workflow implementation using a customized email message
This custom email message implements a generic approval workflow. Once a user in the workflow list
approves the request, the message is automatically forwarded to the next person in the workflow list.
To approve, the recipient needs to enter a password, click “Approve” or “Decline” and add comments
explaining the decision. Once a request is declined, it goes back to the originator. The approval
log (read-only) keeps track of each approval status and comments. Once the workflow is complete,
a copy is sent to the originator and an Exchange public folder for tracking.
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Work Orders Submission and Approval - Generic
Customer Profile: IT company
Industry: Computer: Software
Synopsis: Work order implementation using a customized email message
This customized email form is used for submitting, approving and tracking work orders. The custom
logic embedded in the form allows users to select the items to include in the work order and forward
the form to their supervisor for approval. The supervisor need to enter a password in order to approve
and the date of approval is recorded on the form. The form is then automatically forwarded to the
appropriate department.
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Facilities Work Order
Customer Profile: Manufacturing company
Industry: Aerospace and Defense
Synopsis: Facilities Work order implementation using a customized email message
This customized email form is used for submitting, approving and tracking facilities work orders.
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IT Work Order
Customer Profile: Bank
Industry: Banking
Synopsis: IT Work order implementation using a customized email message
This customized email form is used for submitting, approving and tracking IT work orders.
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Accounting - Purchase Request - Submission and Approval workflow
Customer Profile: Shipping company
Industry: Transportation and Shipping
Synopsis: Purchase Request implementation using a customized email message
This custom email message implements a generic purchase request. The form is published to Exchange
organization forms library and is made to all users. Users are required to fill in the purchase
request and forward the message to their supervisor. To approve the request, the supervisor enters
a password. The approval date is then recorded and the message is forward to accounting.
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Accounting - Check Request
Customer Profile: Software Company
Industry: Computers: Software
Synopsis: Check Request implementation using a customized email message
This custom email message implements a generic check request.
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Service - Service Tickets
Customer Profile: Medical Equipment Service Company
Industry: Healthcare
Synopsis: Outlook form customized to record and track service repairs
This customized task form is used to implement a service ticket for medical equipment including
tracking the time spent and the cost of labor and parts. The data is then merged with a Word template
to generate an invoice.
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Human Resources - Employees Records
Customer Profile: Trucking Company
Industry: Trucking
Synopsis: Implementation of employee records using Outlook contact forms
This customized Outlook contact form allowed our client, a trucking company, to create and manage
an employee records database using Outlook. The custom form extends the standard Outlook contact
information and adds business specific fields. This allows our client to very easily use Outlook
as a database to store, and manage and display business specific information.
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Phone Message
Customer Profile:
Industry:
Synopsis: Customized email message to implement Phone messages
An implementation of phone messages using customized email messages. The solution allows a receptionist
or an assistant to receive a phone call, fill in the message and select the caller from a shared contact
list. The caller's contact information is automatically retrieved and stored into the message. The
recipient of the message can view all phone numbers as well as open the caller's contact form directly
from the message.
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Custom email with embedded Excel spreadsheet
Customer Profile: Hotel chain
Industry: Hospitality
Synopsis: Customized email message containing an embedded Excel spreadsheet
A mechanism to send weekly reports as email messages with Embedded Excel spreadsheets. Users can
customize the spreadsheet for their own application.
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