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How can management software balance versatility and individuality?

This requires the joint efforts of software developers and users to complete. Including from the development of basic platform to the optimization and upgrading of functional modules.

I know a company with good management software. Their OA takes into account both universal and personalized features:

RuvarOA enterprise collaborative office system solution

Function menu definition: You can choose to display only the function modules that users need in the function tree on the left side of the homepage, and hide unused modules.

Desktop display definition: Define desktop display information, such as announcements, news, to-do items, my tasks, my assigned tasks, the latest documents, my schedule, my email, my meetings,* **Share logs, etc.

Desktop columns can be freely selected and dragged. Shortcut definition: Define commonly used functions in the upper right corner of the desktop, such as process initiation, writing emails, writing logs, etc.

1. Workflow

Process initiation: Select the corresponding work form (such as expense application, purchase application, request report, etc.), fill in the corresponding columns or text content, and submit it to the next An approval (processing) link can also be saved to a draft.

Approval processing: All tasks that need to be handled by the current user (or are authorized to be handled) are displayed on the system homepage or in the "My To-Do" folder. After opening, you can sign approval processing opinions in the designated location. , you can also modify the content in the work form based on permissions. The ways to sign opinions include: inputting text opinions, calling common approval terms, electronic signature, calling handwritten signature, stamping, etc.

You can return to the previous link or directly to the initiator. You can directly set the pending work to be completed, and notify all handlers of the completion information. If the current link is not the last link, submission will automatically flow to the next link. If the current link is the last link and the actual situation needs to continue to flow, you can add subsequent links to the workflow and continue to submit.

Monitoring and urging: All tasks that have been handled by the current user are automatically archived in the "My Done" folder. You can intuitively see the current processing stage of each task, and you can review the current tasks. The work handler sends reminder information.

Process Scheduling: If the current processor cannot handle a certain approval work due to process setting errors or for some reason, the work can be scheduled to other people.

Complete query: Users can query completed work forms and approval contents according to the scope of authority.

Statistical analysis: The system can automatically perform statistics on similar forms by time period. The content to be counted is limited to numerical information (such as expense applications, reimbursement forms, etc.). It can count both those that have been completed and those that have been completed. In process.

2. News announcements

2.1. Announcement management

Publish various notices, announcements, decisions, updates, etc. in the system. Announcement review supports multi-level review .

Announcements can be restricted to certain people. Click on the announcement title to view who has read or not read the announcement.

Announcements that have expired are automatically classified into historical announcements.

2.2. News management

Realize news release and maintenance management functions. News objects can also be specified, and news release does not require review.

2.3. Basic settings

Set announcements, news categories and desktop reminder methods.

3. Email

As an important tool and means for information transmission and sharing, the email system meets the most basic communication needs of the office automation system. RuvarOA's email module can be used in combination with various general email server software, or can be used independently internally to achieve seamless integration of internal emails and external emails, and provides offline email processing, mass sending, multi-mailbox management, and automatic email reception. , classification and archiving and other functions.

RuvarOA allows you to limit the size of personal mailbox space through background management, restrict certain accounts from sending and receiving POP3 emails, or monitor the content of outgoing emails from certain accounts.

4. Document Center

File classification: Different file categories can be established to store relevant documents according to the management requirements of the enterprise. Strict permissions can be set for file uploading, reading, and deletion.

Supports various file formats such as WORD, EXCEL, POWERPOINT, pictures, etc.

File upload: You can upload a single file, and also support batch file hard disk copying, which is convenient for enterprises to upload original massive files. File review: Users can read or download related files according to permissions.

5. Work plan

5.1. Personal plan

Weekly plan: Draft a personal weekly work plan based on daily time units (unfinished plans last week will automatically be restarted) Written this week) and submitted to the department head for review and release. The plan executor can set each plan to "completed" or "uncompleted" status according to the completion status of the plan, indicate the reasons for completion or incompleteness, and finally archive all plans in the "completed" status.

Monthly plan: Draft a personal monthly work plan, and the operation process is the same as the weekly plan.

5.2. Department plan

Weekly plan: Draft, publish, implement, and query the department's weekly work plan. The operation process is the same as the personal weekly plan.

Monthly plan: Draft, publish, implement, and query the department's monthly work plan. The operation process is the same as the personal monthly plan.

6. Work reports

Users can fill in daily work reports, weekly work reports, monthly work reports or other types of work reports and summaries, and submit them to relevant leaders for review.

The department head or department head leader can view the report content of everyone in the department.

7. Administrative Comprehensive

7.1. Survey and Voting

By setting topics, you can conduct online voting on topics that the company is concerned about or concerned about. Each topic can limit the scope of voters. Each person can only vote once, and anonymous voting is supported. It is widely used in public opinion polls, voting elections, voting, and personnel assessment.

7.2. Employee Selection

To select typical (such as outstanding) employees, the maximum number of votes for each selector can be limited, and the results will be automatically sorted.

7.3. Important reminders

For certain important events, you can set up automatic system reminders, that is, the reminder content will automatically pop up every time you log in to OA. The reminder objects can be multiple people, and the reminder frequency can be every day, certain days of the week, or certain days of the month.

7.4. Out-of-office registration

Register the out-of-office status of current employees: out-of-office time, out-of-office location, out-of-office reasons, return time, etc., to facilitate timely understanding of employees' out-of-office movements.

7.5. Address Book

Establish an internal (i.e. OA system user) address book and a public address book for users to query.

8. Task Arrangement

Task Arrangement realizes the arrangement and delegation of daily work tasks, the designation of task responsible persons, and the unified arrangement of work from top to bottom, from total to minute. manage.

Supervisors can track and inspect arranged work tasks, allowing managers to directly and accurately monitor and manage task progress.

9. Personal office

9.1. Personal schedule: Personal schedule arrangements and memos can be set to automatically remind you through mobile phone text messages.

9.2. Work log: personal log. The log can be shared with the department, superiors or all users.

9.3. Personal address book: Employees’ personal address book information can be imported into the RuvarOA enterprise email system.

9.4. Personal settings: basic personal information settings, signature style upload management, login password modification, process approval and schedule authorization.

9.5. Personal folder: Establish a personal document center, you can create document categories, support the upload of multiple files at the same time, and support the movement of files between folders.

10. Corporate Culture

10.1. Electronic Forum

Users can flexibly set the forum type, forum moderator, and forum access user range to achieve internal employee communication. At the same time, it can serve as a daily office discussion function, greatly improving the efficiency of internal communication.

Supports direct uploading of sound and image files in MP3, AVI and other formats, and plays them directly during viewing.

10.2. Electronic journals

Journal submission: Users can submit articles to relevant columns of journals, and the system can count the total number of submissions by users.

Editorial review: The editor of the journal reviews the manuscripts submitted to each column, selects the manuscripts for publication, and can reject the manuscripts that are not adopted.

Journal reading: Query and read published electronic journals, supporting full-text search.

10.3. Growth process

Manage the growth process of the enterprise and display it on the desktop.

10.4. Corporate motto

Manage the corporate motto and display it on the desktop.

10.5. Welcome new colleagues

Briefly describe the new colleague information and scroll it on the desktop.

10.6. Cultural and Sports Activities

Employees can release problem and activity information at will and display it on the desktop.

11. Mobile phone text messages

Send, receive and manage text messages, support group sending, and can be combined with RuvarOA’s internal management functions to automatically send to-do notifications, reminder notifications, meeting notifications, and schedules Reminder etc.

12. Knowledge management

Knowledge organization: organize enterprise-related knowledge by category and submit it for review.

Knowledge review: Review the submitted knowledge draft to verify the accuracy and validity of the knowledge.

Knowledge review: read knowledge and comment on knowledge.

13. Meeting management

Including meeting room management meeting arrangements, meeting inquiries, personnel inquiries and conference room inquiries, meeting proposals, meeting minutes and other functions. Users can use the functions provided by the system to appropriately arrange meetings and comprehensively manage meeting records, and view meeting status, such as attendance, meeting minutes, etc.

14. Vehicle management

Vehicle registration: Establish corresponding vehicle files and record purchases and vehicle conditions in detail.

Car management: car application, review, car dispatch management; change of car dispatch order; car return registration.

Vehicle management: Register and manage vehicle maintenance, accidents, and expenses.

Statistical reports: Generate corresponding mileage and expense reports by department, time, and vehicle.

15. Supplies management

Supplies procurement: Supplies managers register purchases and can set inventory alarm values ??for various office supplies to facilitate office supplies managers to make corresponding reminder inquiries , which is helpful to ensure the normal inventory of office supplies.

Receipt management: Register users who need office supplies and automatically complete inventory deductions.

Query statistics: Corresponding statistical queries can be carried out through different channels such as department, time period, and recipient.

16. Asset management

Equipment profile: Manage detailed information of enterprise or department equipment, and you can customize fields.

Equipment use: Management operations such as receiving, returning, transferring, repairing, and cleaning of equipment can be carried out.

Equipment depreciation: Provides a variety of depreciation calculation methods. Export management: Device files can be exported into WORD or EXCEL documents.

17. Library management

New book storage: register newly purchased books and materials.

My Borrowing: When borrowing or returning books, the system will automatically remind you that the borrowing time has expired.

Book query: You can query book information by category, number, book title, etc.

Overdue borrowing: Check all overdue borrowings and send emails to remind them to return them.

18. Contract management

Contract entry: Enter and maintain various business contract information signed by the enterprise. Each contract can be attached with multiple attachments and related supplementary contracts.

Contract borrowing: Contract borrowing application, approval, and review process management.

Contract termination: Application and approval management for termination of contracts in progress.

Contract query: Query contract information according to various conditions.

19. Certificate management

Certificate and license entry: Enter the license information that needs to be managed according to category, such as license name, date of issuance, expiration date, holder, issuing authority, etc. .

Certificate and License Query: Query license information based on various conditions.

Reminder setting: The advance reminder date of the license can be set according to the validity period or expiration time of the license. Different license reminders can be different.

20. Report Center

Report templates: Define report categories, such as financial statements, administrative statements, etc.; as well as headers, footers, content columns, and calculations of commonly used reports of different types methods, etc.

Report filling: Fill in the content of the relevant report. After completion, you can choose the designated reader to submit it.

Report query: Check the submitted classified reports according to the permissions. If a new report is sent, the system will automatically send an email and pop-up interface reminder. The opened report can be converted to an EXCEL file or printed directly.

21. Commonly used queries

RuvarOA provides some information query tools that may be used in the office process, such as perpetual calendar, long-distance area code, postal code, weights and measures conversion, etc. Users can add more query tools.

22. Backend management

Organization management: Set corporate departments, positions, roles, groups, and group permissions.

Account management: assign and manage user login accounts, passwords, roles, belonging groups, login IP restrictions, etc.

Form definition: work form format and content required for design process approval; supports multi-page forms; form access permissions can be set; supports embedded script files.

Process definition: Set the default processing link for the work form and define it graphically.

The handler of each process link can specify a specific person, which can be a role or position, or it can be left blank for the submitter to choose;

Process links with multiple handlers can Choose whether to countersign;

Supports multi-directional processes, and the flow direction can be set to be automatically selected based on conditions or selected by the submitter;

Each process step is assigned the operation permission for the work form , such as modifying designated fields, signing comments in designated areas, handwriting traces in the text, revisions, written permissions, etc.

Function management: Shield unused function modules according to actual needs, and add function links developed by users themselves.

Forum settings: Set up forum columns and administrators.

Document Center Management: Synchronize folders and file names in the Document Center (between the hard disk and the database), and clean up junk folders and files.

Desktop definition: Predefine the user's default home page format.

4. Luhua OA Project Implementation Plan

Guangzhou Luhua Technology has formulated the RuvarOA project implementation plan steps based on the performance characteristics of the RuvarOA software product. The entire implementation method is highly professional, standardized, and operable, and can fully guarantee the quality of customer operation and implementation.

According to the specific conditions of different units, whether they require personalized customization and the maturity of using OA, the implementation process and steps will be adjusted accordingly. The implementation cycle is usually 7 to 12 working days. .