USING THE INFORMATIONLEADER PLATFORM FOR

Administration

Support departments such as HR, training, maintenance, and IT are always under pressure to do more with reducing budgets and minimising the transactional cost of supporting the production functions of a business.With InformationLeader, paper-based forms, spreadsheets and processes can become efficient electronic work streams managed over the internet. Allowing central and regional departments to seamlessly work together and access the information they need, when they need it.

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Our clients use InformationLeader to capture, manage, and report on data for the below scenarios

Centralised Employee Record

Leave Application Forms

Timesheets

Accident and Injury Claims

Issue Management

Change Management

Purchase Orders

Client Register

Training Schedules and Course Information

Customer Complaints

Assets Management

Resource Management

Help Desk Register

Document Control

Invoice Requests

Employee Records & Training

Flexible Employee Record Forms

InformationLeader’s employee record forms can capture all the details that your organisation needs to track about your employees – contact details, qualifications, memberships, training, and other details.

Flexible Training Records

Multiple training record types can be registered in InformationLeader and associated with employees, and training courses can be scheduled and participants for each course can also be logged into the system. InformationLeader can also be used to perform assessments, with automatic result calculations and certificates able to be generated out of the system.

Fully Versioned Records

Records saved in the past look exactly as they did at the time of capture, including all relevant attachments and summary reports – an essential requirement for auditable systems.

Link Between Different InformationLeader Systems

Employee records in InformationLeader can link to other systems such as quality assurance, health and safety, and environmental systems. This enables businesses to rapidly view an employee’s action history within the system – e.g. view all audits they’ve performed.

Automatic Notifications

Due dates and other business defined thresholds can trigger automated emails, reports, workflows and system messages when they occur, reducing administration costs and enabling more accurate record keeping.

Customer Complaints

Flexible Complaint Information Capture

All required customer complaint information can be captured in InformationLeader’s flexible electronic forms. From basic information such as an automatically assigned complaint number, customer name, and complaint details through to investigations, customised links to existing supplier databases, and product lists the customer complaint form can be tailored to meet your specific needs.

Complaint Tracking and Escalation

Complaints can be associated with an InformationLeader workflow that can have automated escalation functions. These ensure that no issue is left unattended, escalating unactioned items and notifying supervisor users.

Fully Versioned Records

Records saved in the past look exactly as they did at the time of capture, including all relevant attachments and summary reports – an essential requirement for auditable systems.

Attached Documents, Pictures, Video and Audio as Evidence

Supporting evidence such as document, pictures, and other media can be electronically attached to any part of the audit checklist to help future review of any issues identified during the audit.

Automatic Notifications to Relevant Stakeholders

Certain complaint types may need to be handled by certain stakeholders or receive extra attention – InformationLeader can generate emails, reports, or workflows automatically as the information is saved into the system.

Flexible Reporting

Custom reports can provide insights into the which products or services generate the most number of complaints.

Web Services Enable Data to be registered over a Public Facing Web Page

An Australian government agency logs complaints about certain devices on their public facing website. These notifications are then automatically turned into InformationLeader forms and start workflows that then take full advantage of InformationLeader feature set.

Timesheets

Flexible Time Sheet Forms

InformationLeader timesheets come in various formats to suit business requirements – either day by day timesheet logging, exception (leave, sick day etc), or allow for small time blocks to split billable time out into required lengths.

Timesheet Handling Via Workflow

Timesheets can be managed by an electronic workflow, ensuring that timesheets and associated documentation are processed according to correct business procedures.

Output Reports into Accounting System Formats

InformationLeader’s reporting module can output the data into file formats that can be imported into standard accounting packages e.g. MYOB.

Creator Level Access and Permission Levels

InformationLeader’s permissions structure can restrict users to only see the forms that they created, resulting in greater data security.

Automated Notifications

Thresholds for expenses, hours, or other trackable items can have automated notifications triggered, ensuring that business policies and procedures are followed and leaving an auditable trail of information where required.

Expense Tracking

Expenses can be logged into InformationLeader timesheets, and any electronic receipts or documentation can be attached. Any thresholds can also trigger automated notifications.

Fully Versioned Records

Records saved in the past look exactly as they did at time of capture, including all relevant attachments and summary reports – an essential requirement for auditable systems.

Issue Management

Flexible Workflow Designer

InformationLeader’s ‘Request Builder’ allows you to tailor the system workflow to your specific business requirements with no programming required. Workflows can also be associated with any record captured in the system, assisting with issue management.

Can Contain Extensive Detail

All interactions with the workflow are tracked, and further information can be captured through electronic forms associated with the workflow. This enables root cause analysis, enabling business to focus resource allocation on solving issues.

Automated Notifications

The right stakeholders can be notified via email or system message at the right time.

Purchasing

Flexible Purchasing Forms

Purchase order forms can be tailored to your exact business requirements and can connect to existing (ODBC compliant) inventory, accounting, or production systems to eliminate duplication of information and decrease administrative costs.

Workflow Control

Purchase order forms can be controlled by an electronic workflow to ensure that its processing follows correct business procedure. The flow and notifications can be tailored to your specific business requirements.

Output Reports into Accounting System Formats

InformationLeader’s reporting module can output the data into file formats that can be imported into standard accounting packages.

Electronic Signatures Lock Down Results

InformationLeader’s signatures meet and exceed electronic signature requirements and provide security from data changes after sign off.

Preferred Suppliers

Head office/a central location can specify the preferred suppliers for each division in InformationLeader, ensuring that the most cost effective suppliers are used for purchases.

Automated Reporting

Summary reports (such as invoices/purchase orders with company details etc) can be automatically generated and emailed to relevant stakeholders.

Fully Versioned Records

Records saved in the past look exactly as they did at time of capture, including all relevant attachments and summary reports – an essential requirement for auditable systems.

Help Desk

Issue Lodgement

Issues, Help desk, and IT system change requests can be lodged on flexible InformationLeader forms that can be modified to your specific organisational requirements.

Resource Allocation

Link into InformationLeader user lists, employee detail forms, or ODBC compliant HR/Payroll systems to keep up to date lists of resources available.

Response Time Tracking

Managers can generate KPI reports that work out average response and resolution times to ensure that targets are being met and also to highlight/quantity problem areas.

Support Information Register

IT Assets, consolidated login registers, and infrastructure details can also be maintained in InformationLeader forms to round out a complete help desk solution for your organisation.

Managed Workflow

Electronic forms can be managed by a workflow that matches your organisation’s processes to ensure that required protocol is followed and to allow tracking.

Scheduling

Reports and InformationLeader’s Job Scheduler allows for automated notifications and report generation that can send notifications via e-mail.

Integrated Kowledgebase

Frequently asked questions, instructions, quick guides, and manuals can be maintained in InformationLeader’s built in Document Management module for quick reference.

InformationLeader
Provides efficiency gains in three main areas: information capture, management, and reporting. InformationLeader is tailored to your needs and is flexible enough to grow with your organisation and processes.

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