Confirming a document in the field
In addition to to entering documents into the archive and checking the archive, the Granule Documents and Tasks allows you to use tasks while in the field. You can use your mobile device or computer to quickly confirm a document from anywhere.
Below a simple example of how to confirm a document while in the field using the Granule Documents and Tasks.
 |
CASE SUMMARY
Richard Repairment, a repairman at Tecta, works in the field. He works with documentation using PANTHEON Granule Documents and Tasks. He wants to confirm a document and the related task. This is done as follows:
- Selecting the Granule Documents and Tasks
- Checking the task list and selecting a task
- Confirming a task
- Checking the confirmed task
|
1. Selecting the Granule Documents and Tasks
After logging in to PANTHEON Web, the person responsible selects Tasks from the main menu.
2. Checking the task list and selecting a task
The person responsible wants to complete the assigned task.
The person responsible uses the filters in the task list to find the desired task.
Then, the person responsible clicks the task Confirm.
3. Confirming a task
The selected task opens.
By clicking the arrow button 
, the person responsible checks the tabs to view the Attachments by clicking on PDF document.
He reviews the invoice document.
The person responsible enters a comment in the Comment field
To confirm the task, the person responsible clicks the button Confirmed.
4. Checking the confirmed task
The person responsible opens the tab Tasks to check that the task status changed to Task complete.
