Documents
The Documents form in the Personnel Granule provides an overview of stored employee documents.
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IMPORTANT
- By default, Granules only show the data of the logged-in user. The data displayed can be changed any time by defining relevant authorizations.
- If only one Granule is assigned to the user, the granule-specific logo and name in the main menu are displayed. If several Granules are assigned to the user, the main menu shows general PANTHEON Granules logo.
- Documents are saved either to a certified or non-certified storage, depending on the type of package leased. An appropriate classification must be assigned to the storage.
- The classification scheme is already predefined in the database and can only be modified with PANTHEON licenses LX, LT, SE, ME, MF and RE.
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Below is a description of the form’s features:
In the toolbar in Documents, there are two action buttons:
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Show deleted
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If the toggle button is enabled (yellow color), the list of documents also shows deleted documents.
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| Delete |
Selecting the checkbox next to the desired document in the list of documents and clicking the Delete button deletes the selected document. |
In the header, you search for and filter the Documents using the search criteria in the following fields:
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Search
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Search for documents is carried out in all columns from the table.
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Document type.
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From the drop-down menu, select the document type (storage).
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Category
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From the drop-down menu, select the classification for which you want to display documents.
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Status
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Search documents by their status from the Status register.
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Date from
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Select the start date of the time period to display all documents created in this period.
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Date to
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Select the end date of the time period to display all documents created in this period.
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Shows a table with data on the documents, which is described in the following fields:
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Select
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Select this checkbox if you want to delete a document and click the Delete button. You can select several documents at the same time.
Selecting at least one document activates the action buttons in the toolbar.
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 Preview
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In the preview, you can display the document in the PDF format. The drop-down menu allows you to select which format to open.
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Number
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Consecutive document number.
Clicking the document number opens the document from the database.
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Subject ID
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ID of the subject who sent the document (ID from the Subjects register).
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Subject name
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Full name of the subject from the Subjects register.
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Date
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Date of receiving the document.
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Due date
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Document due date.
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| Title |
The title of the document, which is automatically generated in the module in which the document is created. |
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Amount
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Document value.
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DT
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Document type.
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Category
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Classification entered upon scanning the document or adding it to the Documentation.
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Note
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Short note on the document.
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User
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The person, i.e. logged-in user, who created the document.
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Status
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Current document status (e. g. Open, Rejected, Finished, Approved etc.).
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