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| Overview: |
| WorldView’s Exception Report Product Module lets you create reports derived
from keyword relationships between primary documents and one or more secondary
documents. This is made possible by linking the presence of keywords found on
one document and validating them against complementary documents with the same
keyword information. By querying on related keywords found in your documents,
reports are generated based on missing, matching or aged items. A missing document or keyword discrepancies are then reported to you. The power and
flexibility of WorldView’s Exception Report Product Module allows it to handle
many business processes from expense reports and their related receipts, to
more complicated document requirements such as loan processing and medical
records management. |
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| Benefits: |
| If your organization manages the collection of documents related to one business process or application, you will benefit from document tracking software with the ability to link together like documents and automatically track lost content or a missing document. Customer, vendor, partner and other third-party collaboration within a business process will often generate several documents pertaining to a single subject or issue where accountability is critical. WorldView Exception Reports can help manage your document assets and identify errors in specific business processes that could potentially affect your bottom line. |
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| Description: |
| WorldView’s document tracking software is capable of producing Basic Exception
Reports and Advanced Exception Reports. Basic Exception Reports are used to
identify missing secondary documents as they relate to primary documents, or
vice-versa (a one-to-one relationship). For example, a shipping company decides
to track shipping labels to determine the receipt of packages. There are two
document types: shipping labels (primary) and receipts (secondary). The unique
matching keyword found on both documents is the shipment number. If 100
packages were shipped with their respective shipping labels, and only 99
receipts were returned, the Basic Exception Report would indicate the missing
receipt, as well as the shipment number for the missing receipt. As a result,
the shipping company can effectively follow-up with the driver or the customer
to determine what happened to the missing receipt or whether the delivery
actually occurred. |
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| Advanced Exception Reports compares more than two document types. Advanced
reports can process documents from a primary document type and multiple
secondary document types (a one-to-many relationship), and will find any
missing document. You will benefit from the ability to attach notes on
documents in order to alert others to tasks such as renewals,
re-certifications, etc. After the primary document is entered into the
WorldView document management system, you can specify the number of wait days
before searching for related secondary documents, the expiration period of
documents, the total number of related documents, and document type that is
required to be in the system. |
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