Operations Checklist
Improve efficiency & streamline operations with EQube’s task management tool.
An enterprise-level task management tool.
The EQube Operations Checklist Solution simplifies the management and supervision of business operations. Administrators can customize a checklist and include various tasks while specifying their frequency and linking them to regulatory or internal policy references. They can then assign these tasks to specific user groups, who can efficiently handle them using access control and workflow features.
With our solution, users can efficiently complete assigned tasks within the given time frame, and supervisors have visibility, ensuring enhanced productivity and accountability across the firm.
Features
Receive notifications regarding incomplete and completed checklists and tasks via email.
Add and connect regulatory references and internal policies & procedures to a checklist.
Daily auto-scheduling
Enter notes, flag items, and add attachments across every question
Provide role-based access
Report level audit trail of the questionnaire
Dashboard real-time information such as status and a summary count
Export checklist & tasks onto CSV/PDF formats
Supervisors can view audit & audit notes
Client Admins can enter new tasks & map them to a particular checklist
And much more
Featured Article
How EQube’s Operations Task Management Solution Can Transform Your Business Operations.
Contact us.
DbCom - EQube
Financial Technologies | Regulatory Compliance
2 Research Way
Princeton, NJ 08540
By phone: (609) 651-8222 select option 3
By email: sales@dbcomsys.com