Forms & Workflow Module

The TMS Forms & Workflow Module, developed by QSI Technologies, is a quality compliance software solution designed to help organizations digitize and automate their paper-based processes. It enables teams to design fully customized forms with built-in, automated workflows tailored to the specific needs of their organization.

By integrating directly with the broader TMS application, this module delivers powerful multi-step workflow capabilities that improve efficiency, reduce manual effort, and ensure accountability across complex business processes.

Key Features & Capabilities

• Custom Form Design: Build forms that are fully tailored to your organization's unique requirements and processes.
• Automated Multi-Step Workflows: Configure workflows that automatically route tasks and approvals through multiple stages without manual intervention.
• Routing Management: Control how forms and tasks are directed through the organization based on defined workflow rules.
• Auto-Notifications: Automatically alert relevant stakeholders when action is required or when workflow stages are completed.
• Assigned Tasks: Assign specific responsibilities to individuals or teams as part of the workflow process.
• Due Dates with Escalation: Set deadlines for tasks and automatically escalate overdue items to ensure timely completion.
• Electronic Signatures: Capture legally recognized electronic signatures as part of the approval and sign-off process.

Example Use Cases

• Corrective and Preventive Action (CAPA)
• Competency Assessment
• Product Design & Development
• Purchase Requisitions
• Supplier Evaluations
• Laboratory Notebook Tracking
• And many additional custom workflows

The TMS Forms & Workflow Module integrates seamlessly with the TMS application ecosystem, making it a flexible and scalable solution for life sciences and quality-focused organizations seeking to replace manual, paper-based processes with efficient, automated digital workflows.