Entering a document in the field

Granule Documents and Tasks allows you to quickly enter documentation into the archive while in the field. Using your mobile device, you can easily take a picture of the documentation received and securely store it to an archive. The saved documentation can be accessed at the same moment by all other PANTHEON users, for example by the accountant using a desktop computer.

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

Below is a simple example of how to enter a document into 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 store the customer's warranty card to the documentation. To enter the document in the archive while in the field, he does as follows: Selecting the Granule Documents and Tasks Creating a new document entry Entering data into the document header Entering general information Adding attachments

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 for entering a new document and viewing existing documents opens.

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

The person responsible then creates a new document entry.

2. Creating a new document entry

The person responsible wants to enter a new document from the field into the Documentation.

This is done by clicking the command line button (New document).

This opens a blank form for entering a new document.

3. Entering data into the document header

The person responsible wants to store a warranty card for the customer Umbra to the Documentation.

From the drop-down list of the field Document type, the person responsible selects DMS0 Document.

In the field Classification, the person responsible starts typing War. The desired classification Warranties and disputes – 427 is displayed in the drop-down list and the person responsible selects it.

In the field Customer / payer, the person responsible starts typing Umb. The desired customer UMBRA, sole proprietor appears in the drop-down list of the Subjects register and the person responsible selects it.

HINT The entry in the field Customer / payer is mandatory when entering a new document.

The person responsible then enters general information.

4. Entering general information

The person responsible enters the dates of the document and the document link to the created sales order in PANTHEON.

The current date is automatically populated in the field Document date.

By clicking the field Doc. due date, the person responsible can select the date 17.1.2023 from the calendar.

In the field Note, the person responsible enters: Tent Indian3 service.

In the field Document link, the person responsible enters the ID of the linked document.

The person responsible can also select the appropriate document from the list.

HINT The ID of the linked PANTHEON document must be entered in the field without hyphens. For example, the document ID 23-0100-0000004 must be entered as 2301000000004.

Clicking the plus icon adds the selected document link.

5. Adding attachments

While in the field, the person responsible wants to add a warranty card to the Documentation using the mobile phone camera.

Clicking the arrow button closes the tab General.

The tab Documents opens.

To add an attachment, the person responsible clicks the button Add attachment.

HINT The tab Connected (Linked) displays the linked documents.

The person responsible selects the option to capture the document with the mobile phone camera: Take Photo or Video.

The alternative options are to either select a photo from the photo library (Photo Library) or add a file from the mobile phone archive (Choose Files).

The person responsible takes a photo of the warranty document with the mobile phone camera.

The photo is confirmed by clicking the button Use photo.

The photo is saved as an attachment to the document.

Click on the diskette button to save the entire document.

A document ID 23-DMS0-000002 is generated and the document is stored securely to the Documentation.

Using mobile devices or desktop computers, the documentation can be easily accessed by all PANTHEON users

with appropriate authorizations.

HINT To check documentation in the field using the Granule Documents and Tasks, see the chapter Checking documents in the field.

IMPORTANT Localized images for this page have not been generated yet and will be inserted at a later stage.