Overview

REmaap is a robust platform that streamlines the lease abstraction process, enhancing efficiency, accuracy, and user accessibility. The integration of REmaap within the NTrust Language Abstraction Process Workflow provides users with a comprehensive toolset for managing lease documents, workflows, and analytics.

1. Dashboard Functionality

Initial User Interface

• Dashboard: The initial page upon logging in displays project details and lease statuses. Users can add new projects and view analytics to assess workflow efficiency.

Key Sections

• Projects List:

  • Displays records of projects assigned to users.
  • Shows workflow statuses and the number of leases under each status.
  • Last access date for easy tracking of user engagement.

• REmaap Analytics:

  • Graphical representation of lease aging under different workflow statuses.
  • Customizable aging ranges to monitor performance effectively.
  • Allows users to visualize project health and identify bottlenecks.

Dashboard Menu

• Records & Filters: Users can filter project records based on workflow statuses, facilitating targeted insights.
• Add New Project: Configurator roles can introduce new projects directly from the dashboard.

2. Lease Data Summary Page

Home for Lease Management

• The Lease Data Summary page is the central hub for lease management within a project.
• Displays workflows and lease details, allowing for straightforward navigation and management.

Key Features

• Status Summary:

  • Visualizes workflows configured for projects and counts of leases in each status.
  • Indicates user access rights to various workflows, enhancing transparency and access control.

• Lease Data Summary Grid:

  • Contains essential lease details such as workflow status, modified date, and access rights.
  • Users can rearrange columns and filter results based on specific criteria, improving data retrieval efficiency.

Lease Management Actions

• Adding a Lease:
  • Users can create leases and abstract them by entering specific section details.
• Changing Workflow Status:
  • Simple transition of lease statuses either individually or in bulk, ensuring timely updates and communication.
• Uploading Documents:
  • Easy document management via upload, ensuring all supporting documents are centrally located and accessible.

3. Workflow Configuration

Dynamic Workflow Management

• Workflow Page:
  • Users can configure workflow statuses for each project, defining clear paths for lease processing.
  • Role assignments ensure accountability and clarity in task delegation.

Notifications and Previews

• Email Alerts:
  • Users receive notifications for workflow changes, ensuring that all stakeholders remain informed.
• Workflow Configuration Preview:
  • Diagrammatic representation of workflow statuses and roles, aiding in visual comprehension and audits.

4. Project Preferences

Customizable Settings

• The Project Preferences page allows users to tailor settings to their needs, including email configurations, workflow history snapshots, and grid display preferences.

Key Customizations

• Incoming Email Settings: Users can integrate external email to receive relevant updates directly within REmaap, facilitating seamless communication.
• Workflow History Settings: Users can set intervals for updating workflow snapshots, enhancing tracking and auditing capabilities.