We have many features and benefits in our product. We always like to use customer examples to show you how it works. This time we are using ourselves as the example. We use this feature in our Client Services order workflow to continuously develop business agility.
In a Client Services workflow, designed with frevvo, the first step is filled in by a company employee who then clicks send when the Service Order is completed. Conveniently, the customer receives a customized email with a link to the service order. This link will direct the customer to the step in the flow needed to be completed by them. This step is completed when the customer approves and signs it, but what if they don’t approve!? No worries, frevvo has your back. “Remember, we are all about the user friendly experience?”
The reject option.
The customer now has the option to click the Reject button (which can be customized to say anything you want) and provides a reason for the rejection. Rather than trying to solve the mystery of “Why was I rejected,” you will find out why in an email sent in response to the rejection of the step. Rejection never felt so good. Ultimately, this flow will be routed back to the frevvo employee for revision.
Easy Reject is a feature that allows steps in a flow to be sent back to a previous step by clicking the Reject button. The Reject feature is easily configured through the Live Forms Quick Approve wizard. The designer simply selects “reject to” or “reject from” for each step in the workflow, including steps performed by anonymous users, and all the configured steps will display a Reject button. It’s that easy.
The ability for an anonymous user to reject a workflow task is an important feature of frevvo workflows. Contact us today and see if it will fit your business needs. You can view full step by step instructions to implement this feature in a Purchase Order Workflow here!
I recently stumbled across this cloudtastic (Cloudtastic: a term used by those working with or in the cloud when finding something to be great or fantastic) article, “6 New Facebook Features for Business: What Marketers Need to Know.” This article made me stop and think of you, yes you. Do you like frevvo? I don’t mean “like” as in all of it’s wonderful features and benefits that increase business agility and enterprise mobility, but physically “like”. As in visiting our Facebook page and clicking “like.”
Now that you like us, thank you by the way, Facebook has added a new feature where you, yes you, can select frevvo to be seen first on your news feed. I love this idea as frevvo prides itself on a user friendly experience, just like this would be for you. frevvo’s most important updates at your finger tips whenever you glance at your news feed.
Let’s face it. Customization is amazing and it’s great Facebook has added it. This new customizable feature is another cloudtastic change to Facebook. Just like with frevvo’s products you can customize your Facebook to be exactly what you want! The goal of this feature addition is to allow you to see what matters most to you. If that’s frevvo, then take a look at how you can do this here. Unfortunately we do not have an instructional section for this on our docs page yet, but if you need any instructions for frevvo this where you want to go.
Once again, thank you for taking the time to “like” us on Facebook and being a customer. We do what we do to make your lives easier. Have a success story with frevvo? Share it with us, we love to hear how your business has been made easier!
We here at frevvo know there is no beating the law and when you can’t beat ’em, join ’em. Right? frevvo is very excited to announce that we have begun to work with Hood County and the future possibilities it creates sharing this technology. Hood County has recently found the convenience of using frevvo to create workflows and forms of their very own. A webinar is scheduled to take place on Thursday June 25th 2015 at 11:00am. Sign up now.
Paperwork causes time delays that could create further issues in this line of work. Employees may feel the burden with paperwork for routine things such as blood warrants, death inquests, emergency protective orders and more. What if all of this could be much easier? With the touch of a screen at the crime scene? Or back at the station? Even at the judges house at 2:00am? Yes to all of the above!
frevvo government workflows allow you to process paperwork for multiple events through multiple people in just minutes. Fill in all information from any device (computer, tablet, smart phone etc.), the form will be sent to the next party (for example a judge) who can sign for approval with a simple touch of his finger, sending that back to the sender(officer).
frevvo offers an online form builder for document approval process that includes a digital signature. These great futures work with mobile workflows, online forms, and more, which can be converted to pdf. forms. There are many tutorials and a great support team to help you build your workflows/forms for an easier approval process.
One of the most common things we have heard from our customers is the need for a data-entry Grid /Table. It’s possible to create this today using a repeat control and some fancy layouts but it’s cumbersome. We’ve been working on that and it’s close to complete.
Using it is simple: there’s a new control in the palette called Table. Drag and drop a Table into your form. By default, it has three columns. You can edit the table name, column names, drag and drop new controls from the palette, and set the widths of the columns. You can control the min/max number of rows in the table – Add/Remove icons will automatically appear to the left. You can also use business rules as usual for computed values, enabling/disabling fields, showing/hiding fields etc.
The image below shows an Expense Report created using the Table. Users pick the date and specify their expenses by category with a description. Additional rows can be easily added by clicking the + button. The form contains rules to compute the mileage expense based on the miles traveled and the Total expenses. In this example, the Table is placed in a Section which the user can digitally sign and lock so that it cannot be modified.
The Table control can also be used for static grids where the number of rows is fixed. The image below shows a time sheet with one row for each day of the week. Obviously, the user cannot add more rows or remove existing rows but simply fills in data into the grid according to the number of hours worked in a given week.
The Table control provides an easy way for customers to create data-entry grids that are common in forms. As with all frevvo controls, it is fully internationalized and supports input in all languages worldwide including right-to-left languages such as Hebrew and Arabic.
Development on the Table is almost complete and we expect to release it soon.
With Live Forms, you can create complex reusable controls including sophisticated layouts, validation patterns, business rules etc. Once these controls have been created, you can publish them within the form designer. Other users can search for and find the published controls and re-use them in their own forms without having to re-create the layout, rules etc.
If you think you can use this, check out this 4.5 min video that shows all:
Using Panels, you can easily create multi-column layouts with controls next to each other.
Sections allow you to create collapsible groupings of controls and place logically-related controls together.
Tabs are a great way to fit large forms into limited real estate.
Repeat controls are extremely powerful and can be used to create repeating individual controls (nick name, phone …) or repeating sections (address, incident …). frevvo will manage min and max occurrences automatically and ensure that invalid forms cannot be submitted.
This short (5 min) video introduces you to using these grouping controls for form layout.
There are many other cool things you can do with frevvo forms but that’s for another article and another video.
Another interesting lesson from a customer. All Island Gastroenterology & Liver Associates (AIG) uses frevvo for a variety of forms. Patients often spend 15-20 minutes in the office filling out paper forms such as Medical History. The resulting delays and back-ups imply that doctors can see fewer patients because they’re waiting on paperwork.
If just 50% of patients fill out the Medical History form online, AIG’s doctors will gain 3-4 extra hours of billable time each week, a value of almost $100,000 annually. And, that doesn’t even take into account the fact that AIG staff spends less time on paperwork, the quality of the patient visit goes up or any of the other paper forms/processes that they are automating.