EMS - Personal Productivity Features

• To-Do List
• Telephone Messages
• Bulletin Boards
• Simple Forms
• Calendar/Scheduler
• File/Archive
• Paste-It Notes

EMS can make everyone more productive by helping them manage many of their routine business tasks. Each Personal Productivity feature interacts with the EMS mail facility to provide additional synergy--the result: a simple yet powerful office automation system.

To-Do List

Each person can define their weekly objectives or action items, and assign each a priority and due date. EMS does the rest by sending a reminder message in the morning mail, of those action items that are due for the current and following business day. EMS tracks the aging of each action item and displays the days overdue for any delinquent objective.

A manager (with proper authorization) can view, add, or remove action items from the To-Do Lists of subordinates. If a new action item is added to another employee's To-Do List by a supervisor, that user will be sent a courtesy EMS notification.

Telephone Messages

The EMS telephone message center makes it easy to notify co-workers that they have received a telephone call. With a single keystroke, the EMS user can bring up a telephone message screen and input the necessary information in a structured manner.

Telephone Lists

EMS tracks and establishes multi-level listings of telephone numbers so users can develop and access personal, departmental, divisional, and company-wide telephone lists.

Each EMS telephone entry contains name, organizational unit, title, and telephone number plus a free-form area for further information or comments. A search facility allows users to sort/select by any of the primary entries listed above. Directories can also be sent to system printers for hard-copy distribution.

Calendar/Scheduler

To further enhance group productivity, EMS provides both individual and group calendering and the ability to schedule or reserve group resources such as meeting rooms, equipment, etc.

Personal Datebook

An individual datebook allows users to record personal appointments for any given day. Personal appointments can be viewed in a day, week, or month-at-a-glance manner.

Group Scheduler

This facility allows the EMS user to make appointments for groups and to view the composite schedules of the group to ascertain committed and open time slots.

Each individual in the group will be notified by EMS whenever an event has been scheduled that affects their personal calendar. Conflicts in any proposed schedule can be checked without actually booking the event.

Regularly recurring events, such as monthly or quarterly management reviews can be scheduled automatically as far into the future as desired.

In a scheduled meeting, EMS allows the user to attach the meeting agenda which can be reviewed by each participant at the time they receive notification of the scheduled event. If the scheduling party so desires, the intent of each participant to attend or not attend will be reported back.

File/Archive

This facility provides a convenient repository for messages, documents and forms, all of which are stored hierarchically at two intersecting levels. Organizationally,there are cabinets at the company, division, department, and personal levels. Hierarchical information embedded in each User EMS ID controls the levels of cabinets for which they have read/write access. Structurally, each cabinet consists of drawers containing folders, and folders containing documents.

Standard E-Forms

EMS provides both simple and advanced forms-processing facilities. (For a discussion of the advanced forms-routing capabilities of EMS, see the detailed description of Active E-Forms). Simple forms can be stored in a common mail box for quick access by any EMS user. Forms can be structured with both protected and unprotected fields to allow for tabbing and input verification. Each form can also contain macros which will result in the automatic insertion of information such as current date, user name, phone number, etc.

Signature blocks can be provided so that the electronic equivalent of sign/approve or sign/deny can occur. A signed form or document is protected from modification after signature; however, a "Paste-it note" capability allows additional information to be added after finalization.

Bulletin Boards

The EMS hierarchical design allows you to establish bulletin boards at the company, division, and department levels.

EMS automatically knows which bulletin boards a user is authorized to access. When new items are posted to a bulletin board that you are authorized to access, you are notified by a "new item" flag at the Main Menu and the flag continues to direct you at each submenu until the new posted item is viewed.

For more information, contact your CASI representative.