Start by mapping the way your team actually works, then turn those steps into living workflows. In VobeSoft you create forms, fields, and stages that mirror your process, add rules for who can do what, and automate routine handoffs. Use templates to spin up pipelines for approvals, onboarding, or case handling in minutes. Dashboards show status by owner and deadline, while reminders, SLAs, and checklists keep tasks moving without micromanagement.
When a privacy incident occurs, open the VobeSoft GDPR workspace and capture the facts immediately: source, data categories, affected subjects, potential impact, and attachments such as logs or emails. Auto-assign a case owner (for example, your DPO), set a countdown for the 72‑hour notification window, and trigger a triage checklist. Link evidence from email, SIEM, or ticketing via integrations, and use notes to record decisions. Built‑in routing escalates severe events, requests legal review, and notifies stakeholders. If disclosure is required, generate regulator and customer notices from templates, track delivery, and record confirmations. Every action is time‑stamped, making audits straightforward.
For recurring compliance checks, schedule inspections with recurring rules. Field staff complete mobile‑friendly checklists with photos, signatures, and GPS stamps. Non‑conformities create corrective actions automatically, each with an owner, due date, and escalation path. Calendars show upcoming reviews; missed items raise alerts in email or Teams/Slack. Use scoring to compare locations over time and push follow‑up tasks to facilities, IT, or vendors.
Turn VobeSoft into your cloud records hub. Import folders from shared drives or pull documents from HR and CRM. Tag items with metadata (policy type, retention period, data owner), then apply lifecycle rules to archive, hold, or purge on schedule. Universal search surfaces contracts, case histories, and dossiers instantly; filters narrow by date, label, or entity. Share read‑only links with auditors, export evidence to PDF/CSV, and lock critical files with version control. Permission sets protect sensitive material while letting teams collaborate safely from anywhere.
Crm
Others
Pipeflow module
Forms module
User : 1
Enterprise Support
Service
Others
Pipeflow module
Forms module
User : 1
Enterprise Support
Workflow
Others
Pipeflow module
User: 1
Enterprise Support
Custom
Others
Pipeflow module
Forms module
User : 1
Enterprise Support
Enterprise
Custom
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