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Adding a document to travel order

In the Granule Travel orders, you can attach a document from the storage of a mobile phone or tablet to the created travel order, or use the camera to take a picture of it and upload it to documentation.

HINT

For more information on this Granule, see the chapter Granule Travel orders.

 

Below is a simple example of how to add a document to a travel order using the mobile phone camera.

CASE SUMMARY

The person responsible wants to add a photo of a parking ticket to travel order 23-7000-000001 to receive a reimbursement of expenses incurred on a business trip. The person responsible takes a photo of the parking ticket with their mobile phone and attaches it to the travel order. This is done as follows:

  1. Opening a travel order
  2. Opening the tab Documents
  3. Adding a document to the travel order using the mobile phone camera
  4. Checking the travel order in PANTHEON

1. Opening a travel order

After logging in to PANTHEON Web, the person responsible selects Personnel from the main menu and then the option Travel orders from the drop-down menu.

The person responsible clicks the tab List of travel orders.

In the field Search, the person responsible enters the travel order number 23-7000-000001.

HINT

The example of creating a travel order 23-7000-000001 can be found in the chapter Creating a travel order.

The travel order from the search appears in the list.

Clicking the blue travel order number opens the selected travel order in the tab New travel order.

HINT

This particular example was made using Apple iPhone. The appearance of some features may vary depending on the brand and operating system of your mobile phone or tablet.

2. Opening the tab Documents

Clicking the arrow on the right side of the form opens the tab General.

The person responsible then clicks the tab Documents.

3. Adding a document to the travel order using the mobile phone camera

To add a document, the person responsible clicks on the rectangle showing the text Drag and drop or click to replace.

The program offers the possibility to select a document from files in the storage or to take a photo of the document with the mobile phone camera.

WARNING

This particular example was made using Apple iPhone. The appearance of some features may vary depending on the brand and operating system of your mobile phone or tablet.

 

The person responsible activates the camera by selecting the option Take Photo or Video.

WARNING

For the functionality to work properly, the app Google Chrome must have the permission to access your device's camera. You can change the permissions in your device settings.

 

The person responsible takes a photo of the parking ticket with the mobile phone camera and, if the person responsible is satisfied with the photo, they confirm the choice by clicking the button Use photo.

The image is then uploaded into the Documentation with its number, where it is always accessible to the Personnel Department.

The image is also displayed in the tab Documents of the travel order.

Clicking the diskette button saves the entire travel order.

4. Checking the travel order in PANTHEON

The travel order with all the data is displayed in the database immediately after it has been saved and is ready for processing by Tecta's Personnel or Finance and Accounting Department.

To check the travel order, the person responsible opens the menu Personnel | Travel management | Trips and selects travel order number 23-7000-000001 from the list.

All the data entered by the employee in the Granule Travel orders is displayed, including the documents added.

 

 

  

     


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