Checking documents in the field

PANTHEON Granule Documents and Tasks allows the user to gain an overview of the documentation while in the field. You can access the entire documentation archive from anywhere using your mobile device.

HINT For more information about the module Documents and tasks, see the chapter Documents and tasks.

Below is a simple example of how to check the documentation 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. During a field service, he wants to check the servicing documents in the Documentation. This is done as follows: Selecting the Granule Documents and Tasks Checking the document list Checking the details of a document

1. Selecting the Granule Documents and Tasks

The person responsible accesses the Granule Documents and Tasks on a mobile phone.

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

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.

The tab Documents showing a list of existing documents opens.

HINT By clicking the button in the navigation bar, the person responsible can choose between different PANTHEON Granules.

2. Checking the document list

The person responsible wants to find the servicing documentation of the customer Umbra.

To find documentation quickly, the person responsible uses filters.

In the filter field Subject, the person responsible starts typing Umb.

Umbra, sole proprietor is displayed in the drop-down list and the person responsible selects it.

A list of documents linked to Umbra, sole proprietor, is displayed.

Clicking the eye button next to the document ID shows the document preview.

3. Checking the details of a document

The person responsible wants to see the detailed information of document 23-DMS0-000002.

To display this information, the person responsible clicks the ID number of the selected document.

This opens a detailed view of the document.

Clicking the arrow button opens the tab to view the attached and linked documents.

The tab Documents shows the attached documents.

By clicking the attachment, the person responsible can view the attached servicing documentation.

The person responsible wants to check the linked documents as well.

This is done by clicking the tab Connected (Linked).

The linked servicing order document 23-0100-000004 of the customer Umbra is displayed.

This completes the process of checking the document from the documentation archive.