Chat Log

On the Chat Log tab, of the Documents form, you can access information: who, when and which task was started in connection with a document.

Through information available, you can track the happening on a document and make suitable decisions without having to run from office to office and checking where in the production process the document is located.

This chapter presents an example of using the chat log feature.

CASE SUMMARY A supplier calls the administration and wants to know whether they have received their invoice and when the invoice will be paid. For this purpose, the person responsible checks in which part of the payment process the document is. The person responsible finds out that the invoice is confirmed and can go into liquidation. The person responsible forwards the task with a message to the person responsible in accounting to make the payment.

WARNING Confirming documents and logging the communication that appears in the Chat log is navigated by eWorkflows (e.g. Sign documents, Confirm, Scan and Import, etc.) that must first be uploaded via Internet service.

The person responsible opens the Documents form by clicking Settings | Documentation | Documents in the menu, in order to find the invoice from company EU-OSHA d.o.o. and check when it will be paid.

• The found document is selected by clicking the document line.
• The person responsible clicks the Chat Log tab, where the person responsible can see in which process of confirmation the invoice is, as well as all linked communication.
• In this case, the person responsible sees that the invoice was in accordance with the agreed offer and confirmed to go into payment.
• To initiate the liquidation process, the person responsible clicks the (Import/Export data) button in the toolbar.
• From the drop-down menu, the person responsible selects the option: Invoice confirmation.

• A form opens, where the person responsible enters text into the Task comment field. In this case, the person responsible enters a message for accounting to carry out the invoice payment.

• Then, the person responsible clicks the Confirm and forward button.
• The Select person for confirmation form opens.
• From the list on the left side of the form, the person responsible selects the person to whom the task will be forwarded by clicking. In this case, the person responsible selects: Ashley Accountant.
• The person responsible clicks the Finish button.

HINT 1.The person to whom the task with the message was forwarded, sees the Chat Log in Tasks.   2. The Chat Log in integrated in various forms in PANTHEON. It is also visible on the same document, in the Documentation tab, under the Chat log tab.