What is an Order and what distinguishes it from a Rule?

An Order is created to assign one or more Documents to specific users once with a defined start and end time.

A Rule, on the other hand, is used for a recurring assignment of Documents. For example, if a specific checklist for machine maintenance is to be processed every Friday, a rule is created for this purpose.


Create orders

In the Orders area you get an overview of all existing orders. To create a new Order, click on New order in the upper right corner of the window.

Order overview

The following is an overview of the individual fields that can or must be filled with content when creating an Order.

Mandatory fields - add a title, a time schedule and attach documents

  • Each order must be provided with a Title. The title can be concise, precise and meaningful. It can be freely searched later in the overview.

  • Likewise, the definition of a time schedule is required, via this it is defined from when the order is due and from when this is overdue. The Order can still be processed after this time and is not blocked.

  • Furthermore, at least one Document must be attached to an Order. The Order in which you add Documents to the job is also retained in the Assistant. If the checkbox "Use latest version" is selected behind a Document, all changes in the document are taken into account up to the point at which the order is started. By defining the Amount, you specify how many reports must be created based on the identical Document in the Order.

Order example creation

The additional fields are used to record even more information.


Additional Information

Additional information can be maintained both in the Editor and in the Assistant. The information can also be displayed and searched in the overview table of the Orders by inserting the column.

The field is intended for the case when, for example, an order number or customer reference is not known during creation and this is later entered or corrected in the Assistant. Thus, this number can become the leading identification number in the current process.

Additional data

In order to better protect information that has been entered once and may later be required for identification against manual modification, the field in the Assistant must first be unlocked using the lock symbol.

Description

This field is a text-only field to describe the order in more detail. It allows to carry any meta information with an order.

Assigned user - Assignment mode

An Order that has been Fixed assigned to a user can only be started by this person. It can only be taken over by another person after the job has been started.

The most frequently used combination when a job is to be assigned to a person is "Assignable".

Assignment Order

Priority

For the priority you can choose between Very low, Low, Normal, High and Very high. This in turn serves as a filter criterion in the tabular overview.

Structure classes

Here you can assign your structure classes.


Edit orders

You can add or remove new documents or reports to orders that have already been started and are not yet completed at any time.

If, for example, a report was created independently of the current order and is now to be integrated into a current order, you can add it afterwards via the editor. The report can be in any status. This can also be a report that has already been completed.

Add a report to an order

Additional documents can also be added to an order. To do this, first select the document and in the next step assign it to a user. Then open the menu next to the document and add it to the order.

Add a document to an order

If you want to remove a report from a running order, select the function remove from the menu next to the report in the order. Then decide whether the report should be detached and continue separately or whether it should be detached and archived.

Remove a report from an order

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