Hierarchy
Create your own hierarchy to depict your organization.
PointInsight
has the capability to define an unlimited number of levels within
your hierarchy. You can add a single or several entities, create multiple
divisions for unlimited customers and divide projects into sub-projects
– the flexible system structure allows you to relate issues
to all levels.
Dashboard
Keep up to date with your top issues and tasks. The Dashboard allows
users to execute all open transactions directly from one screen. It
helps to keep the user informed about the pulse of the organization
and where the focus of the manager should be. The Dashboard will list
any items that require action from the user including issues to be
approved, issues to be resolved, action items assigned and high risk
issues. Dashboard metrics can be viewed in a multiple graphical views
as well as HTML.
Project Management
Track timelines and progress across
multiple issues by project.
Task Management
Assign defined tasks to team members using Action Items. Tasks or
Actions can be tracked and managed directly from user’s dashboard.
Workflow
Manage pre-defined
help
desk processes by assigning approvals and actions for completion.
Define your own approvers and advisors by project or issue. Assign
rule-based approvals.
Active Directory Integration
Import all user information from your existing active directory.
Avoid duplication and minimize maintenance of user administration.
Escalation
Issues that are unresolved for an extended period can be escalated
by authorized individuals. The escalation process
management is customizable and can be defined as needed
for review, rework and resolution.
Link Issues
Define a new connection or associate existing similar issues together
through the linkage feature. The linked related issues can be searched
and viewed through reports.
Milestones
The issues or action items can be defined as milestones. These milestones
track the completion of major deliverables and allow the team to
manage them directly from their dashboard.
Recurring Issue
Submit maintenance issues or administrative tasks that reoccur routinely.
Scheduling options include daily, weekly, monthly, annually.
Multiple Locations
PointInsight is a Web based application. The application can be
easily access from any where.
Offer team members a centralized web-portal from any where. No installation
or downloads required.
Teams
Teams are a group of selected users who are assigned to issues.
The team member’s work together to help the issue through
its resolution and can be in multiple locations, internationally.
Teams have pre-defined roles which allow the users to have control
of issues over projects across the organization, across the nation,
across international borders.
Action Items
Often the resolution of an issue will require that tasks be assigned
to the various team members. PointInsight enables the user to make
those assignments for that issue. The action items will show up
on the Dashboard of the person to whom the task has been assigned.
Announcements
Announce a private message to your internal users or customer users
before they log in or on their home page. System messages or announcements
can be scheduled and broadcasted to selected user profiles.
Restrict Users
Users can be restricted to single or multiple levels of your hierarchy.
This added security feature prevents vendors and customers from
accessing internal information unintentionally.
Restricted Views
The hierarchy levels, issues and comments can be restricted and
made private to limit the view to only selected users.
Archiving
Store issues into a repository for future reference. Archived projects
and issues can be restored at any time.
Co-Assignment
Adjust issue ownership and create co-manager assignments based on
users availability. Assign issues to one or multiple owners based
the level of accountability you want to see.
Issue Types
Classify your issues into categories or groups. You can view and
sort reports by each criteria
Resolution
Manage the life cycle of an issue through mandatory standardized
fields. Pre-defined resolution fields enable consistency in tracking
the solution by the team.
Library
PointInsight allows user to create a project and issue library.
Documents can be attached to the project and issue for reference
by the team. There is no limit to the number of files or the size
of attachments. Documents that are downloaded, viewed and reattached
will have a version number attached to help track the revisions.
Time Zone
Flexibility to adjust time zone preference based on user’s
current location.
Defaults
Select pre-defined field criteria to minimize the time it takes
to add new issues and tasks.
User Groups
An unlimited number of public or private user groups can be formed.
User groups can be selected when creating teams at each level of
the organization hierarchy.
Tool Tips
Define helpful tool-tips for users through out the application.
The tool tip is a short description providing detailed information
about the specific field.
E-mail Alerts
Schedule your own email notifications for issues and tasks reminders.
Keep issue owners, team members and customers informed through customizable
emails.
Comments
Sharing comments in PointInsight enables instantaneous communication
among issue owners, team members, managers, approvers and advisors.
Users can select to send comments publicly or privately
Calendar
Easily accessible calendaring feature available for all date fields
at the project, issue and task level. Preview your Outlook calendar
from within PointInsight to schedule issue due dates and risk dates.
Configurable System Options
| |
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|
 Configure
your Dashboard layout, default home screen, logo and email notifications. |
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| Customize
fields using your own company’s terminology and process
flow |
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| Manage
issue fields visibility and mandatory settings by project |
| |
| Pre-populate
values for fields and define defaults |
| |
| Define
your issue template by project |
| |
| Extensive
user security settings |
| |
| Set
system-wide user email preferences as required or optional |
Users’ My Preferences
| |
|
|
| Available
to users from any where at any time, PointInsight web-based
capabilities allow users to access the application
without any downloads and system requirements. |
| |
| With
defined user roles and permissions, each user has access to
their own repository of private and public
issues and reports. |
Reporting Capabilities
| |
|
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| PointInsight
allows you to slice and dice the information in the database
in any way you need to or prefer to do. |
| |
| Issue
reports have extensive criteria that can be narrowed down; from
keyword searches to grouping capabilities
– all category fields can be searched to filter search
results. |
| |
| Users
can opt to search for issues under specific inactive projects
or across all inactive projects from the Issue
Search tab. |
| |
| Public
and private queries can be saved for future searches. Users
will have the ability to modify their existing
queries and save using the same query name. This will save time
in updating user’s query criteria |
| |
| Ad-hoc
report writer allows users to create and share customized formats
and queries to fit specific requirements. |
| |
| Interactive
results let users to edit, delete, comment, resolve, copy, move,
reopen, escalate, archive and view attachments.
All pertinent information related to each issue is accessible
from a comprehensive issue report. |
| |
| Report
results can be printed, exported into MSWord, MSExcel, PDF or
emailed to users and non- users. |
Reporting Capabilities
Allows external users to submit concerns and support requests via
email directly into the application. Automatically converts emails
from external users into concerns which can be used to create an issue
or be linked to an existing issue.
Outlook Integration Module
Syncs data into MS Outlook providing user’s with quick access
to important issue dates.
Issue’s due date and risk date are entered into team member’s
Outlook Calendar.
Action item target dates are populated in user’s Outlook task
list.