Difference between revisions of "ERPCaseRegistry"
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[[File:cr3.png|frame|none]] | [[File:cr3.png|frame|none]] | ||
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+ | To see the case details, click on the case you want to work on. | ||
===Edit case=== | ===Edit case=== | ||
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+ | You can use the paginator in the top right corner to navigate between cases. Press the edit button to change case name, date, direction, sender/receiver or case type. | ||
[[File:cr4.PNG|frame|none]] | [[File:cr4.PNG|frame|none]] | ||
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+ | For editing case documents use the magnifier icon. Preview the attached document by pressing the blank paper document with the number of documents in the brackets. If you want to delete the case document select the trash can icon. | ||
[[File:cr5.png|frame|none]] | [[File:cr5.png|frame|none]] | ||
+ | When the particular case is not active and you don't expect to receive any more documents, press the close case button. | ||
==New Case== | ==New Case== |
Revision as of 16:36, 7 December 2017
Case Registry
This module manages electronical creation, filing and follow-up of all internal, ingoing and outgoing correspondence in an organisation, and is particularly suitable for governing bodies. Records/documents are being stored electronically with all relevant meta-data (date, type, sender/receiver, reference, etc.) and are grouped into cases. The physical location and all movements of the case between locations, organizations or individuals is tracked. The system also allows flexible configuration of case types, roles, and rules for identification/numbering of records. The system supports the workflow for approval and distribution of outgoing correspondence, using predefined document templates, and tracks all open tasks of individuals within the organization.This module contains several consoles: Search cases, New cases, My cases, Pending cases, Unapproved cases and Unsent cases.
Search Cases
The “Search Cases” function is used for searching through the database of cases in the system. If a case was created in ERP at some point, you will be able to find it through this function. Menu item “Search Cases” will call up an empty search form to enter search criteria (see below).
Once you define your criteria e.g. all the open cases, press the button search to get the full list.
To see the case details, click on the case you want to work on.
Edit case
You can use the paginator in the top right corner to navigate between cases. Press the edit button to change case name, date, direction, sender/receiver or case type.
For editing case documents use the magnifier icon. Preview the attached document by pressing the blank paper document with the number of documents in the brackets. If you want to delete the case document select the trash can icon.
When the particular case is not active and you don't expect to receive any more documents, press the close case button.