PANTHEON™ navodila

 Kazalo
 Glavna stran - Dobrodošli v PANTHEON navodila
[Collapse]PANTHEON
 [Collapse]Vodiči za PANTHEON
  [Expand]Vodič po PANTHEON-u
  [Expand]Vodič po PANTHEON Farming
  [Expand]Vodič po PANTHEON Retail
  [Expand]Vodič po PANTHEON Vet
 [Collapse]Uporabniški priročniki za PANTHEON
  [Expand]Uporabniški priročnik za PANTHEON
  [Expand]Uporabniški priročnik za PANTHEON Retail
  [Expand]Uporabniški priročnik za PANTHEON Vet
[Collapse]PANTHEON Web
 [Collapse]Vodiči za PANTHEON Web
  [Expand]Vodič po PANTHEON Web Light
  [Expand]Vodič za PANTHEON Web Terminal
  [Expand]Vodič za PANTHEON Web Legal
  [Expand]Arhiv starih izdelkov
 [Collapse]Uporabniški priročniki za PANTHEON Web
  [Expand]Kako začeti
  [Expand]Uporabniški priročnik za PANTHEON Web Light
   Uporabniški priročnik za PANTHEON Web Terminal
  [Expand]Arhiv starih izdelkov
  [Expand]Uporabniški priročnik za PANTHEON Web Legal
[Collapse]PANTHEON Granule
 [Collapse]Vodiči za PANTHEON Granule
  [Expand]Granula Kadri
  [Expand]Granula Potni nalogi
  [Expand]Granula Dokumenti in Opravila
  [Expand]Granula Nadzorna plošča
  [Expand]Granula B2B Naročanje
  [Expand]Granula Servis na terenu
  [Expand]Inventar fiksnih sredstev
  [Expand]Granula Inventura skladišča
 [Collapse]Uporabniški priročniki za PANTHEON Granule
   Začetek
   Primer uporabe PANTHEON Granul v namišljenem podjetju
  [Expand]PANTHEON Granule in aktivacija
  [Expand]Granula Kadri
  [Expand]Granula Potni nalogi
  [Expand]Granula Dokumenti in opravila
  [Expand]Granula B2B naročanje
  [Expand]Granula Nadzorna plošča
  [Expand]Granula Servis na terenu
  [Expand]Granula Inventura osnovnih sredstev
  [Expand]Granula Inventura skladišča
   PANTHEON Granule - pogosta vprašanja in odgovori
   Arhiv
[Expand]Uporabniške strani

Load Time: 359,3853 ms
"
   6613 | 1 | |
Label


Documents

The tab Documents shows a documents related to selected Case (shown in toolbar).

Documents view can be filtered and we can add new or edit documents.

HINT

For practical use cases showing how to use Documents see the chapter Documents in user manual.

We access Documents in Cases toolbar after we select the Case from Cases list.

Below is a description of the form's features:

Contents

  1. Toolbar
  2. Filter
  3. Case Documents list

1. Toolbar

In Toolbar we can acccess the following tabs related to the case:

  • Case details
  • Related cases
  • Events
  • Financial overview

Toolbar also contains below features:

Case Internal number.
New

Opens the form for adding New document to the Case..
Delete Button to delete case Documents. Button is active when we select one or more Documents from the list.

 

2. Filter

Filter bar with below display options.

Search 

 Search documents by number or subject.
Subject Filter documents by Subjects.
Case Filter documents by Cases.
User Filter documents by specific user.
Status

Select the status of the displayed documents.

You can choose between:

  • Approved
  • Reversed
  • Rejected
  • Delivered
  • Finished
  • Open
  • Seen
  • Recorded
  • Send
  • Canceled
  • Failed
Date from  Date of receiving the document.
Date to Document due date.


3. Case Documents list

List of Case Documents with the following information:

Number

Consecutive document number.

Clicking on the document number opens document with details from the database.

Subject ID

ID of the subject who sent the document (ID from the Subjects register).

Subject name

Full name of the subject from the Subjects register.

Date

Date of receiving the document.

Due date

Document due date.
Title The title of the document, which is automatically generated in the module in which the document is created.

DT

Document  Archive type

Category

Classification entered upon scanning or adding the document into documentation.

Status

Current document status (e. g. Open, Rejected, Finished, Approved etc.).
RELATED TOPICS:

 

 

 

  

     


Ali so bila ta navodila uporabna?
Vaše povratne informacije bodo prispevale k boljši pomoči.
Komentarji
Komentarji so izpostavljeni tudi na forumu.