Integrating Documentation with all PANTHEON features

Documentation was integrated with all PANTHEON features. This enables you to search documents faster, visualize them and add connections, metadata, files, and chat log that was created while processing documents.

The documents are available through the central form Settings | Documentation | Documents or through the Documentation panel, or tab, on all PANTHEON forms and documents.

This feature enables access to all linked information and the original document, contract, invoice, delivery note, purchase order and so on, and the physical document is no longer needed.

CASE SUMMARY Different services within the company, such as marketing, commercial, sales, human resources, production, accounting etc. want to access and work on documents needed for their work. This is enabled by integrating Documentation with all PANTHEON features. Below, see examples of integration: The central Documents form Integrating Documentation – Commercial/Sales Integrating Documentation – Human resources Integrating Documentation – Manufacturing Integrating Documentation – Accounting

1. The central Documents form

The person responsible wants to check all received and saved Quality certificates in Documentation.

This is done by opening the central Documents form in Settings | Documentation.

By searching in the corresponding classification, the person responsible finds the desired document.

The specific document, in this case the Quality Certificate, can be viewed with the help of the document viewer if needed.

Warning To view, import and export documents in eDocumentation, the latter must first be activated and certain settings must be determined.

2. Integrating Documentation – Commercial/Sales

The sales manager wants to view a customer's business so far for the purposes of customer evaluation.

The person responsible opens the Subjects register and selects the Documentation panel for the specific subject.

Documents are grouped according to Classifications.

To view the selected invoice in detail, the person responsible selects the Connections tab and opens the document in the product module of the program by double clicking the Key connections button.

HINT To add connections and view and open connections of a document, see the chapter Document connections. See the video - Example of integrating documentation in Commercial/Sales (in Slovenian).

3. Integrating Documentation – Human resources

Every human resources officer, or other services, can equip the document with Metadata according to the demands of their work.

In the Classification plan, the person responsible determines which metadata or fields are mandatory and thereby avoids insufficiently entered data.

In this case, the human resources officer set additional fields for date of conclusion of the contract, subject and classification.

The person responsible opens the Personnel file for an employee and selects the Documents panel.

On the Metadata tab, the person responsible can check the date of conclusion of the contract without searching through the document.

HINT For more information about field settings, for entering metadata on Classification, entering metadata when importing a document into Documentation, and searching the documents by metadata, see the chapter Document metadata. See the video of an example of integrating documentation in human resources (in Slovenian).

4. Integrating Documentation – Manufacturing

The production manager wants to check the technical documentation linked to a work order.

To do this, the production manager selects the corresponding Work order and views the Details of the work order by clicking the button.

The production manager selects the Documentation tab, where all the documentation linked to the work order is visible.

In this case, the production manager uses the document viewer to view the technical sketch that will be helpful during the technological process of dying the product.

HINT The document viewer enables you to quickly review the documentation. The document viewer is integrated in all forms of the program. For more information, see the chapter Reviewing documents in Documentation. See the video of an example of integrating documentation in production.

5. Integrating Documentation – Accounting

The person responsible in accounting wants to check why a supplier's invoice was not yet paid and where the entire communication came to a stop.

All the happening on a selected document can be checked on the Chat log tab.

The person responsible can access information; who, when and which task was started in connection with this document. In this case, the invoice was waiting to be confirmed by the director.

HINT For more information about using the Chat Log tab, see the chapter Chat Log. See the video of an example of integrating documentation in accounting (in Slovenian).