1

PowerDMS Document Workflows

2

OBJECTIVE

In this session you will learn how to create a

document workflow in PowerDMS.

3

Document Workflows

PowerDMS Success Community

• Video Tutorials

• Recorded Webinars

• Q&A

• How-To

• Best Practices

• CFA Specific Resources

• CALEA Specific Resources

• Forum

4

Document Workflows

Conference Learning Opportunities

• Training sessions

• SupportLIVE one on one sessions

• PowerDMS User Group Friday morning

5

Document Workflows

WHY?

What are the advantages of loading my documents into the

Document side of PowerDMS and utilizing Workflows?

6

Document Workflows

Search Feature

(indexing)

7

Document Workflows

Accountability

(signatures)

8

Document Workflows

Assessable to employees

(documents are available from any computer with internet

access or mobile device)

9

Document Workflows

Document Lifecycle

(draft, publish, archive)

10

Document Workflows

Central Repository

(its about more than policies)

11

Document Workflows

Security

(who can view, report, edit)

12

Document Workflows

Secure Storage - https://www.powerdms.com/trust/faq/

(CJIS Compliant/encrypted/backed up)

13

Document Workflows

Collaboration

(workflows)

14

Document Workflows

Workflows Management

(who are you waiting on)

15

Document Workflows

When a document is uploaded into PowerDMS and then

attached to an assessment, a relationship/link is created

between that document and the standard(s) it is attached to.Document Side Assessment Side

16

Document Workflows

Assessment

(always know you have the most current version and when

you update, you do not have to re-attach and re-highlight)

17

Document Workflows

After this session, Users will:

1. Be able to create a document approval workflow

2. Learn about workflow response types

3. Be able to create a workflow template

4. Be able to create a document review reminder

5. Learn how to manage workflows through the Dashboard,

Reports and Advanced Search

18

Document Workflows

1. Create a document approval workflow

PowerDMS Success Community Resources:

• Creating an Approval Workflow How-To

• Creating a Workflow Video

• Best Practices in Creating Workflows How-To

19

Document Workflows

1. Create a document approval workflow continued:

PowerDMS Success Community Resources:

• In a document approval workflow, do I have to give

participants the right to edit my document? Q&A

• Collaborating on a Document How-To

• Participating in a Workflow Video

• Can I change my response after I approve/deny a

document in a workflow? Q&A

20

Document Workflows

2. Learn about workflow response types

PowerDMS Success Community Resources:

• Workflow Response Types How-To

• In workflows, what is “Simple Vote,” and how is it used? Q&A

21

Document Workflows

3. Create a review workflow template

PowerDMS Success Community Resources:

• Creating Simple Workflow Templates How-To

22

Document Workflows

4. Create a review workflow

PowerDMS Success Community Resources:

• Creating a Review Workflow How-To

23

Document Workflows

5. Manage workflows through the dashboard, reports and

advanced searchPowerDMS Success Community Resources:

• Notifications from Workflows Q&A

• PowerDMS Workflows – Tips and Tricks Video

• Understanding the Administrative Dashboard How-To

24

Document Workflows

25

Document Workflows

Join the PowerDMS User Group Friday morning

PowerDMS ProServices:

• Remote Training

• Onsite Training

• Document Upload

Email us for additional information or for a quote training@powerdm.com

26