- What is an order and what distinguishes it from a rule
- Create orders
What is an order and what distinguishes it from a rule
An order can be used, for example, to assign a document to a certain user group once with start and end time.
A rule, on the other hand, is used to assign documents on a recurring basis, e.g. a certain checklist for machine maintenance should be executed every Friday.
To create an order, please go to the orders and select New order.
In the following, the individual fields when creating an order are described.
Mandatory fields - add a title of the order and attache documents
Each order must be given at least one name, which you enter as the order title. The title should reflect the content concisely, precisely and meaningfully. It can be easily searched later.
Furthermore, at least one document must be attached to an order.
You can also provide additional information.
Additional information can be maintained both in the Editor and the Assistant. The information can be displayed and searched in the order overview by inserting the column.
This field is intended for the case that, for example, an order number or serial number is not known at the beginning. However, this number then becomes the leading identification number in the running process.
In order to better protect information, that may later be necessary for identification, against manual changes, the field must first be unlocked using the lock symbol.
Assigned user - Assignment mode
An order that has been permanently assigned to a user can only be processed by this person. A takeover by a colleague is then not possible.
The most used combination to assign an order to a person is "Assignable".
Assigning users to orders is a considerable maintenance effort, so that initially no person is assigned and a transfer is possible.
Is a plain text field to describe the order in more detail.
This description should always be filled, it helps you to identify an order more easily within the software.
For the priority you can choose between Very low, Low, Normal, High and Very high.
Start date and time
The start date and a time are used to determine the day and time to start the order for the one-time mode.
End date and time
The end date and time determines the latest processing time. However, this is only an info field. The order can still be processed after this time and is not locked.
Here you can assign your structure classes.