Officexlr - Use Cases, Templates, Tutorials

Transmittal Management

Transmittal is the document used to share documents, drawings with customers, vendors, internal departments or employees. Transmittal is an important practice in document management to track and control revisions and sharing activities used by engineering, product development, project management, EPC, Architecture, BIM Management and Construction companies.

Calibration Tracking Software

Measuring instruments or equipment need to be calibrated periodically to ensure a high degree of accuracy, reliability, and safety. Documentation and maintaining records of the calibration history is mandatory regulatory compliance for ISO Standards like ISO9001, ISO13485, ISO 10012-2003, Aerospace Standards like AS9100D, Other QMS Compliance involved in FDA, CFA, GMP, VDA etc.

Employee Exit

At the time of resignation or termination of an employee from work, HR has a lot of paperwork and formalities like full and final settlement, exit interview, clearance from various departments, searching for a replacement of the employee, get employee feedback and more. This needs to go through a systematic process.

Letter of Credit Management

Manage Payment Instruments like Cheques, Bank Guarantees (BG) or Letter of Credits (LC) for Import and Exports, Track or Update the Status, Get MIS Reports on LC Margins, Bank Charges and Commissions. Keep eye on deadlines and payment eligibility with payment terms, and manage settlements. Avoid manual accounting errors by switching to a tailor-made payment instrument manager

Clinical Trial Management

Ensure product safety and effectiveness of biotechnology and pharmaceutical product with Clinical Trial Management (CTMS) for life science companies to manage research plans and trials, maintain participants contact information, tracking deadlines and milestones, electronically store data and documents.

Alumni Service Center

Alumni Service Center allows you to stay in touch with your former students or employees as well as give them access to pay-slips, new job openings, events and announcements.

Incident Management

The Incidents and Safety Alerts app tracks and manages all information to do with job site safety incidents, fully digitizing the process. Alerts everyone of a safety issue and provides all information related to it in one centralized location.

Near Miss Tracker

The Near Miss app tracks and manages all information related to a near miss incident that is then used to re-enforce safety regulations, best practices and guidelines.

Site Inspection

Daily Reports app organized by job, providing a daily digital view of what is happening at a job site with the app, the site foreman can stop by a job site and digitally fill out a daily report to record what work was completed, etc., with accompanying photos when needed. Back at the office, all the reports can be reviewed to get a clear picture of activities at all sites.