IPI.MANAGER 6.01 Description:

The main purposes of IPI.MANAGER are to assign tasks to employees, process user tasks (queries), maintain history, capture information about each task, designate executive employees, and track response times and execution deadlines.

When any task changes, the system automatically sends e-mail notification both to the task author and to the key managers of your company. In fact,,authors don't need to visit their personal desktops to track task execution, as all necessary information is delivered to them by e-mail.

In addition to processing customer queries, IPI.MANAGER™ may be efficiently used to assign tasks among the employees within your company.

The manager can assign task to his subordinates; employees can send questions to their managers; tasks may be arranged in chains, with a new task starting only after the previous one has been completed; you can also set a deadline for executing a task and its importance for your company, and use many other valuable features.

IPI.MANAGER™ may be turned into a unified center incorporating all customer queries, manager tasks, current projects, and personnel instructions. Your employees will then work with a single information center replacing the variety of programs they may now be using in your office.

IPI.MANAGER™ consists of three parts:
External part residing on your web site and destined for your customers;
Internal administrative system used by your employees;
Mail system for communication with customers and employees.

IPI.MANAGER™ provides a number of competitive advantages: it addresses all the drawbacks of previous systems of this kind, and it implements the widest range of capabilities your work needs. You can appreciate the program's full range of possibility only by working with it, and you will certainly not be disappointed. Here is a short description of key features to get you started.

IPI.MANAGER 6.01 Features:

Customer access to the site
· Installing the system on a public site
· Simple customer registration
· Customer Personal Desktop where the customer can monitor his queries, view task history, check for employee replies, create new tasks, and so on
· Log in to the Personal Desktop using a login and a password, or by clicking on an e-mail link without entering any login or password
· Simple intuitive interface which any customer can understand
· The ability to change the design of the Personal Desktop, registration and login interface, in order to integrate them with the design of the web site
· Comprehensive online assistance

Working with tasks and queries
· Task assignment by any visitor to the external site, as well as among employees within the company
· Assigning tasks on behalf of another employee
· Quick registration of phone calls
· Ability to assign or delegate a task to an employee, as well as to a group of employees (with the task being accepted for work by any member of the group)
· Detailed discussion of the task while preserving the history of correspondence and discussions
· Specifying priority and urgency
· Specifying task start dates and execution deadlines
· Setting task response time depending on the project, and response violation notification
· Attaching files to tasks
· Suspending tasks for further consideration, with automatic resumption on the due date
· Option of delegating tasks to any user, with the history preserved
· Ability to view any tasks and history of discussion and correspondence for any employee or author, with flexible sorting and filtering
· Option of replying to a task in private mode, without showing the answer to the customer
· Tracking task due dates, reminding about expired tasks, notifying on expiration
· Graphic representation of basic task parameters, quick tooltips
· Flexible system of quick task filters My tasks for today, All my tasks, My unread tasks, My future tasks, Tasks by employee (with option of selecting the employee), All unclosed tasks, All tasks, sort by selected project
· Advanced search and extended filter for selecting tasks by any parameter defined in the system
· Customizable flags and marks for the tasks
· A special page being autorefreshed every 3 minutes to provide managers permanent access to an online summary of relevant tasks
· Page rubrication and sorting by columns
· History of recent tasks and messages
· Every task change triggers notification to the customer, task creator, supervisors, managers, or top administrators
· Printing the task summary or task selection in a printer-ready form

Task chains and project templates
· Creating dependent tasks, autostarting tasks on completion of the previous task
· Creating any kind of chains of interdependent tasks, both linear and branched
· Using project templates, creating new projects and long task chains based on a template created earlier
· Ability to create large project templates with interrelated task chains
· Automatic shift of deadlines of dependent tasks when previous tasks have expired or are suspended

Working with e-mail
· Flexible and widespread e-mail notification system
· Every new task is sent by e-mail
· Switching to the task from e-mail message without entering the login and password
· Notification on reply to a task
· Notification on changing task status, priority, urgency, or deadlines
· Notification when the executive has been reassigned
· Reminder about an expired task
· Reminder about a task expiring soon
· Ability to change the e-mail notification design, in order to make it consistent with web site identity

Projects and components
· Grouping tasks by project and component
· Creating any number of projects and components
· Projects for internal work within the company (hidden from customers), and public projects where any customer may assign a task
· Hiding tasks among employees
· Attaching a project or component to a specific employee, with the task created by the customer on the public site being autoassigned to this employee
· Completed projects
· Project templates for adding new projects quickly based on a template
· Project and task templates autostarting at a specified moment every day, every week, or every month
· Different task response times for different projects, with notifications sent on response time violations
· Flexible access rights system - Read-only status, Supervisor, Member and Nonmember of a project, project access control, restricting access to administrative activities, etc.
· Ability to add personal auxiliary fields for a task and for every project
· Grouping projects by color

Users and registration
· Simple registration of customers directly on the web site
· Self-editing of personal registration data
· Unlimited number of employees and customers working concurrently with the system
· User management: registration field editing
· Creating as many personal registration fields per user as are necessary for the company
· Employee groups
· Access rights for different projects based on group membership
· Designating employees or groups as managers, administrators, supervisors, operators, or end users
· Rating the work of managers: any customer can rate a manager's reply
· Maintaining the rating of employees' work, summarizing employee performance scores, gathering the statistics
· Integration with Microsoft Active Directory: enables you to log in to the program using a Windows password

FAQ
· Automatic additions to FAQ (frequently asked questions) when working with tasks
· Replying to tasks using standard answers from FAQ
· Managing FAQ and correcting the answers
· Posting FAQ on the web site for public access

Interface and settings
· Full and restricted sets of fonts (for quick download)
· Multiple languages, a possibility to integrate new language without redesigning the program
· The simple to understand easy-to-use and modern interface helps users of all levels work more effectively
· Possibility to work with the program from any part of the World via the Internet browser
· Windows program designed to work without using the Internet browser. You can set this program to the Tray area (next to hours displayed) and use it to control number of new messages
· Comprehensive online assistance
· Possibility to change the external part, internal management system and e-mail notification design
· Administration system with program settings and automatic version upgrade

IPI.MANAGER 6.01 Requirements:

· CPU 1 GHz and above
· RAM 256 Mbyte
· Disk space 30 Mbyte (for software and data, depending on the number of tasks)
· Server system Microsoft® Windows™ Server 2003 or Unix™ (Linux™, FreeBSD™, OpenBSD™ and similar) of any version
· Web server Microsoft® IIS™ version 6.0 or later, or Apache™ version 1.3 or later
· Server languages (all required) PHP, Perl (CGI), SSI
· Database MySQL version 4.0 or later
· Operating system Microsof® Windows™, including Windows® CE and Windows™ Tablet PC Edition, or any Linux™ system
· Web browser Microsoft® Internet Explorer™ version 5.5 or later, Mozilla Firefox™ version 1.0 or later (for external part only)
· Mail client Microsoft® Office System Outlook™ or Microsoft® Outlook Express (recommended)

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IPI.MANAGER security information

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