48Industries
500+Subsystems
1000+Projects
18Years
Part 10 of 12

Correspondence, meetings, forms & knowledge

Complete office automation with a letter register and referrals, meetings whose decisions become tasks, paper-free forms and approvals, and the company knowledge base.

Correspondence, meetings, forms & knowledge
18

Correspondence office and letters

Complete office automation, with the same logic Iranian correspondence offices have worked with for years: incoming, outgoing and internal letters, a letter register with a unique yearly number, a personal inbox, referrals with instructions and deadlines, and a full trail for every letter. No separate office-automation software is needed.

RegisterIncoming, outgoing or internal
NumberYearly letter register
ReferInstruction, action type, deadline
Follow upAutomatic reminder and escalation
ArchiveFull trail and PDF

Incoming, outgoing and internal letters

Each letter lands in its recipients’ inboxes and its status is tracked separately for each recipient. A letter is referred with an instruction, an action type and a deadline. For recurring routes, such as approving engineering documents, a predefined routing path is created so the letter moves step by step between the people responsible.

Predefined routing paths
Predefined routing paths · Steps, owner and deadline of each step

The letter register

All official letters are recorded in the letter register with a number unique within the Persian year. Numbering is safe against simultaneous registration, so two letters never get the same number.

Correspondence letter register
Correspondence letter register · Number, type, subject, correspondent and registration date

Writing letters

Thirty-seven ready letter templates, a smart writing assistant and voice dictation make writing a letter quick. The final letter is rendered to PDF on the organisation’s letterhead, sent by email, and printed letters can be verified.

Writing a new letter
Writing a new letter · Recipient, subject, template and the smart writing assistant

Follow-up without forgetting

Reminders and escalation

The action deadline of each referral is tracked, and when it is late a reminder and automatic escalation are sent.

A complete trail

Twelve event types for each letter, from registration and referral to viewing and action, with a map of the letter’s route.

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Meetings and internal communication

In ARG ERP a meeting is a complete document, not just a calendar event: an agenda, attendees, minutes and decisions that turn automatically into trackable tasks. Alongside it, team chat, company announcements and shared boards bring everyday communication back from public messaging apps into the organisation.

The meeting cycle

InviteAgenda, level, confidentiality
RSVPInternal and external
HoldActual attendance recorded
MinutesStructured decisions
Follow upDecision → task

An invitation is sent with a timed agenda, an organisational level and a confidentiality grade. Internal and external participants respond, and reminders are sent before the meeting. If the meeting time changes, the reminders update automatically. Pre- and post-meeting checklists, minutes with structured decisions, and turning each decision into a task connect the meeting to results. After a kick-off meeting for a new engagement, the meeting becomes a project with one click.

Meetings
Meetings · A calendar of upcoming meetings with status and location
New meeting
New meeting · Level, access, schedule and participants
If a language-model service is enabled for the organisation, the meeting audio is transcribed and a summary and the main topics are prepared.

Team chat

Chat channels for projects and teams, with attachments, reactions, mentions and read status. Virtual AI employees can also be channel members and take part in the conversation.

Team chat
Team chat · A project channel with messages and attachments
Announcements
Announcements · Type, audience and date

Announcements and shared boards

Company announcements are published to a targeted audience, with pinning, an expiry date and a read counter. The shared board is a kanban with configurable columns and cards with checklists and comments, for team work that does not need a formal process.

Shared board
Shared board · The project delivery team’s kanban

Notifications and reminders

Every important event is notified to its owner: in the system with a direct link, in the browser and on mobile, by SMS through an Iranian SMS gateway and via a Telegram bot. SMS messages respect quiet hours and their organisation templates are set in the SMS management console. The reminder engine on the Persian calendar sends recurring reminders, such as insurance renewals, instalments or calibration, with advance notice.

Reminders
Reminders · Recurrence, advance notice and due date
Notification channels
Notification channels · In-app, browser, SMS and Telegram
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Forms, approvals and business processes

The organisation’s everyday requests, from purchase and leave requests to quality forms, move without paper through a signature chain. For work with more steps, such as goods inspection or approving engineering documents, a business process is defined with stages, owners and a team, and the tasks of each stage are created automatically.

Form builder and approval chain

The form library keeps the organisation’s form templates with code and version, and new forms are built without code, with many field types and validation. Each completed form moves through an approval chain: every step is pending, approved or rejected, and the decision-maker, time and comment of each step are recorded. A rejection at any step closes the case; approval of the last step completes it.

Form library
Form library · The organisation’s form templates
Filling in a form
Filling in a form · A leave request form sent for approval

Business processes

A business process consists of stages, an owner for each stage and a team mixing people and virtual employees. When a stage activates, its tasks are created automatically and the people responsible are notified, and each process has its own chat channel. The daily audit flags stalled processes and shows them in the management brief.

Business processes
Business processes · The organisation’s running processes
Goods acceptance and incoming inspection process
Goods acceptance and incoming inspection process · Stages, owner, schedule and members
Creating a process
Creating a process · Process type, owner and schedule
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Knowledge base and organisational knowledge

An organisation’s knowledge, from the panel wiring standard to the first-day guide for a new colleague, usually lives in a few people’s heads or in scattered files, and is lost when people leave. The ARG ERP knowledge base keeps this knowledge in a company wiki: each article has a category, tags, attachments and a publishing cycle, and every employee reaches it from the same system they work in every day.

Knowledge base / company wiki
Knowledge base / company wiki · Articles by category and status, with view counts and search

What the knowledge base holds

CategoryExample content
OnboardingA guide to a new colleague’s first days, key people and the main processes
ISOQuality management system procedures and instructions
TechnicalManufacturing, installation and test standards, workshop instructions
SalesSales guide, discount policy, answers to common customer questions
HRRegulations, leave, business trips and benefits
SafetyPersonal protective equipment, lockout and tagout, emergencies
ProcessApproval limits, request routes and how recurring work is done
FAQShort answers to employees’ most frequent questions
OtherAny knowledge that does not fit the categories above

The article publishing cycle

DraftWriting the article
In reviewChecked before publishing
PublishedAvailable to all employees
ArchivedObsolete version, not deleted

Each article starts as a draft, is reviewed in the “In review” status before publishing, and once published is visible to employees. The article list shows the number in each status, so articles waiting for review are not overlooked. An article that is no longer valid is archived and its history is kept.

The structure of an article

Title and identifier

A Persian and English title and a fixed identifier for linking to the article.

Summary and full text

A summary shown in the list and the article’s full text.

Category and tags

One of nine categories and any number of tags for finding it quickly.

Attachments

Drawings, PDF files, images or any other document are uploaded beside the article.

Editing in place

Edit, save or delete the article from its own page, without a separate editor.

History and statistics

Dates of creation, publication and last update, and each article’s view count.

Knowledge article
Knowledge article · The electrical panel wiring standard with summary, text, tags and attachments
New article
New article · Title, identifier, category, summary and full text

Organisational knowledge beyond articles

The knowledge base is not the only source of knowledge in the system. Several other registers hold the organisation’s formal knowledge, and all are available in the same system:

Knowledge sourceWhat it holds
ISO document controlProcedures, instructions, forms and policies with version, clause of the standard and approval status
Position job descriptionsThe mission, duties, qualifications and competencies of each position
Form libraryThe organisation’s form templates with code and version
Letter templatesThirty-seven ready templates for recurring correspondence
Meeting minutesMeeting decisions and resolutions linked to tasks
Training coursesCourse content, enrolment, scores and employees’ certificates
ISO document control
ISO document control · Type, clause of the standard, version and status
Form library
Form library · The organisation’s form templates

Training and competence

The organisation’s knowledge is completed by training. Courses of five kinds (in person, live online, recorded, blended and external) are defined with trainer, cost and hours, and each employee’s enrolment, progress, score and pass are recorded. The certificates page highlights expired certificates and those expiring within 60 days. The skill matrix shows the status of mandatory training for each person, and courses required by ISO are shown separately. This is exactly the evidence an ISO auditor asks for under the staff competence clause.

Training courses
Training courses · Type, duration, ISO requirement and status
Certificates and qualifications
Certificates and qualifications · Score, issue date and expiry
Skill matrix
Skill matrix · Employees against mandatory courses

See ARG ERP for your organisation

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