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1C: Document Flow of public institution

Product
The name of the base system (platform): 1C: Document Flow 8
Developers: 1C-Rarus
Date of the premiere of the system: April 2012
Last Release Date: 2022/07/01
Branches: State and social structures
Technology: EDMS

Content

Main article: EDMS (more)

2022: Revision 3.0 of the configuration "Document flow of the state institution "

On July 1, 2022, 1C announced the release of version 3.0 of the configurations Document Flow of a State Institution and Document Flow of a State Institution of KORP. Region. " The configuration description is also updated in the listed products. Updated products will appear on sale as the 1C warehouse stock rotates.

According to the company, "1C: Document Flow of public institution" is an ECM system (Enterprise Content Management) with a wide range of opportunities for managing business processes and the joint work of employees of state and municipal institutions. Provides a comprehensive solution to a wide range of tasks of automating document accounting, employee interaction, monitoring and analysis of the performing discipline.

General configuration options:

  • A single reference book "Documents" with a reading characteristic is maintained within the document type and provides a division into document flows (incoming, outgoing, internal). This allows you to flexibly and quickly configure the program for a specific institution.
  • Document profiles refine the document type and allow you to group documents by different criteria.
  • Automatically extending access to linked documents synchronizes access to linked documents. For example, if an employee gains access to a supplementary agreement, the employee automatically gains access to the associated contract.
  • The updated principle and interface of "Document and Action Processing" makes it possible to configure autorun, conditions, schemas, copying settings.
  • Taking into account the importance of documents. You can now assign a high, normal, and low level of importance to documents.
  • Multi-standard processes with nested processes. You can now add documents as supporting and filling items to processes.
  • Updated document numbering capabilities: temporary numbers are implemented, "free" registration numbers can be reused.
  • Updated interface for viewing document links, multiple links "Invalidates" and "In response to" - now basic information about document links can be viewed in one window.
  • Multiple signing support, selection of the institution on whose behalf the signing is taking place.
  • Preemption of approval participants by signing and approval participants - in cases where a combination of document processing rules or interactive selection of participants by users leads to the fact that the same employee is involved in several actions and receives several identical tasks for one document.
  • Draft resolutions. Now the registrar or author of the document, before sending for consideration, can enter a draft resolution to help the responsible person make a decision.
  • Approval in comment mode and protocol of disagreements. Return for revision subtasks - now the approvers work in parallel, and not alternately, as before. The program saves comments that are automatically transferred by comments to, file Word included in the dispute report, printed or in the approval sheet.
  • Versioning consistent files will allow you to quickly see which version was coordinated and whether the file changed after that.
  • Document and event registries distinguish document and event types into groups, allow you to configure quick access to registries from the desktop navigation block.
  • Additional details can be placed anywhere in the document card. Implemented spelling, saving and editing declension titles.
  • Enhanced document states and status availability settings.
  • Updated options for automatically inserting a mark about an electronic signature: conversion to PDF-A, selecting a page to insert, editing a mark about the display, inserting several marks about the display, a stamp of a simple electronic signature, a mark about the display in the approval sheets.
  • Using cloud electronic signature using CryptoPro DSS technology.

Working with files:

  • File name templates and file roles in documents. Now the names of files added to the program from the scanner or from the document template can be formed according to the template. In the document card, files are divided into groups - roles.
  • You can now control the order of the files in the document card.
  • Updated features of auto-filling files: cases, script checking, algorithms, automatic restart.
  • Preview of files - in the document cards, tasks and the "Tasks to me" list, a preview of files is implemented.

Collaboration:

  • Work of part-timers. Now, for each person working in the program, you can create several "Employees" in the structure of the institution, in certain departments, in certain positions.
  • Communication rules limit the selection of addressees of documents and executors of actions depending on the rank and subordination of the initiator of communication and the executor.
  • Department types and ranks are used in the "Communication Rules" and allow you to set up flexible restrictions on the choice of performers in various processes.
  • Replacements and assistants. You can now assign replacements (employees who will make decisions and perform work for another) and assistants (employees who will mark certain actions in the program for another).
  • Desktop has been updated. In particular, it became possible to configure the "default" in the "1C: Enterprise" mode.
  • A single task accounting tool is the Tasks list, which is now being adapted for various needs. Updated the subtask and history interface. Displays updates to the activity lifecycle events that must be known to its executors. Cancellation of tasks is implemented, display of actual task performers is ordered, automatic acceptance of tasks for execution is available, etc.
  • Additional capabilities. chat boat The chatbot is now able to search data by search areas, that is, now it will be able to find the answer to the user's request not only in recorded scripts, but also using direct queries to. database
  • A mobile client has been implemented to use version 3.0 on mobile devices.

Exchange of electronic documents with counterparties:

  • Creation of 1C: Document Flow documents for incoming EDM documents manually.
  • Batch submission of documents.

Configuration and Administration:

  • Automatic assignment of rights when working with documents. Setting rights has become easier: now there are no general and special permissions in access policies, there are no settings for folder rights. For all documents, the principle of automatic assignment of rights to everyone who is somehow connected with the document works: he received a document task, a letter, is a participant in an event with a subject document, is a project participant who is indicated in the document. The rights to activities and projects are now calculated only automatically.
  • Permissions to create documents. Now in the program you can set restrictions on the creation of documents by types and topics.
  • Autocomplete user workgroups. You can now update the workgroup membership automatically.
  • Recommended program settings. An optimized way to customize the appearance of document cards and registries on the implementation has appeared. With it, administrators will spend less time supporting "recommended settings" for users.
  • Scripts in user mode. Automatic substitution for documents and processes can now be added/changed in user mode. Previously, this could only be done through an overrideable module.
  • The external data buffer made it possible to optimize the recording of time measurements.
  • Data update. It became possible to track irrelevant data - for example, long-expired invitations or tasks of resigned employees.
  • A single job queue is used to perform some operations in the background. This job queue now routes document processing, routes complex processes, starts processes, and performs tasks.
  • Configure the session time zone.

Revision 3.0 is provided to registered users of the configurations "Document flow of the state institution" and "Document flow of the state institution KORP. Region, "which has a valid information technology support agreement. 1S:ITS

To switch to revision 3.0, the version of the configuration "Document flow of a state institution "/" Document flow of a state institution of KORP should be installed at least 3.0.7. Region, and the version of the 1C: Enterprise platform is not lower than 8.3.17.2306. Configuration and platform version data can be obtained from 1C: Updating programs service on the 1S:ITS portal.

2016: Revision 2.1 of the configuration "Document flow of the state institution"

In September 2016, 1C-Rarus announced the release of version 2.1 of the configuration "Document flow of the state institution" of " sys tem.

1C: Document Flow is a modern ECM system (Enterprise Content Management) with a wide range of capabilities for managing business processes and employee collaboration.

In revision 2.1:

  • simplified setting of rights, significantly improved speed of rights recalculation;
  • the procedure for calculating process dates has been revised;
  • there was an escalation of tasks and a ban on performing tasks according to the condition;
  • Improved interface in terms of usability
  • added other new features and subsystems.

Interface

  • New Access Rights Configuration Interface.
  • The manager's desktop, adapted to work on the tablet.
  • Project Tasks work center.
  • Adds images through the clipboard in all main forms with a list of files.
  • The interface for working with tasks has been improved.

Documents and Files

  • A number of opportunities to improve the convenience of working with events.
  • The ability to create internal documents without reference to a specific institution.
  • Name of the document by template.
  • VAT accounting in the amount of the document.
  • View all documents by counterparty.
  • Reports "All by counterparty" and "Counterparty's tape."
  • Support for editing files by the same user from different computers.
  • Volume Integrity Check report.

Processes and tasks

  • Escalate tasks - Automatically execute or redirect a task when a specific condition occurs.
  • New Process Due Date Calculation.
  • Prohibition of performing tasks under the condition.
  • Text templates for naming and describing processes and tasks.

NSI

  • Accounting of cases moving from year to year.
  • Accounting of goods and services, setting up their automatic filling.
  • Set up a document view and template in one window.
  • Renaming correspondents to counterparties.

Built-in mail

  • Synchronization of sent emails via IMAP.
  • Add recipients to the list.
  • Letter feedback.
  • Increase the convenience of formatting HTML letters.
  • Redirecting emails.
  • Forward letters to the previous addressee.
  • Forward with copy to author.
  • Attached letters.
  • Letter templates.
  • Restriction for selection of outgoing letter addressees.
  • Notification of new emails.
  • Group sending outgoing emails.
  • "Drag and drop" attached files from the letter.
  • Sort email attachments.
  • Sort the addressees of the letter.
  • Save HTML emails to disk.
  • Update the destination photo hint.
  • Automatic cleanup of e-mail folders.
  • Group processing of letters in the folder.
  • Displays the addressing method.
  • Reports "Dynamics of incoming letters" and "Dynamics of outgoing letters."
  • Receive Incoming Email business event.

Projects

  • Project management by checkpoints - so far only for beta testing purposes, namely, to assess the applicability of the developed functionality for solving real project management problems. Based on the results of beta testing, a decision will be made to include this functionality in the configuration in working mode.

Collaboration

  • Notes.
  • New ways to deliver notifications: by SMS, pop-up.
  • Economic and technical support when booking.
  • Checking the capacity of the premises when booking.
  • Automatically maintain calendar entries for events and absences.

Access rights

  • New access rights configuration and administration interface.
  • Significant increase in the speed of rights calculation.
  • Improve the responsiveness of key user actions.
  • Maintain common workgroups.

Support and Maintenance

Automatically create links in an integrated application solution.

2012: Release of the product "1C: Document Flow of public institution 8"

The line of solutions for automation of document flow on the 1C: Enterprise 8.2 platform was replenished in the spring of 2012 with a new product. "1C: Document Flow of public institution 8" is developed for state and municipal institutions. The program automates document accounting, allows you to organize employee interaction, monitor and analyze the performing discipline.

"1C: Document Flow of public institution 8" - a new software solution of the company "1C," which allows you to automate a set of tasks, including:

  • Accounting of incoming and outgoing documents, organizational, administrative and informational reference documents, contracts and accompanying documents, as well as accounting of citizens' appeals in accordance with Federal Law No. 59-FZ;
  • Document processing: registration, review, execution, familiarization, approval, approval, as well as accounting and control of document forwarding to third-party organizations;
  • Control of performing discipline, including work with citizens' appeals;
  • Maintenance of the nomenclature of cases - formation, transfer of closed cases to the archive, destruction;
  • Record of meetings, minutes keeping, execution of protocol decisions;
  • Complex negotiation procedures (parallel, serial, or mixed, routing-aware);
  • Accounting and monitoring of employees' working time.

The program supports interdepartmental electronic document management (MEDO), can be connected to the interdepartmental electronic interaction system (SMEV). Allows you to work with an electronic digital signature. Supports resolutions in documents.

There is a built-in mail client that allows you to receive documents by e-mail with their further registration. The possibilities of working with the scanner (downloading files) and barcoding of paper documents, including automated imprinting of barcodes on the cover sheets of paper documents, searching for files by barcodes, became pleasant additions to the main functionality of the program.

"1C: Document Flow of public institution 8" supports such popular possibilities as searching for documents (while maintaining complex search conditions), processing personal data in accordance with Federal Law No. 152-FZ, delimitation of access rights to documents.

The program complies with the main document production standards, GOSTs and regulatory acts (GOST R 6.30-2003, GOST R 51141-98, GOST R 53898-2010, Federal Laws dated 02.05.2006 No. 59-FZ, dated 27.07.2006 No. 152-FZ, Government Decree dated 15.06.2009 No. 477, dated 22.09.2009 No. 754, Order of the Ministry of Communications and Mass Media of the Russian Federation dated 02.09.2011 No. 221; methodological recommendations for the development of instructions on workflow in federal executive bodies. Approved by order of Rosarchiv dated 23.12.2009 No. 76; basic provisions and general requirements for documents and documentation support services of the State System for Documentation Management Support).