Orders


To send instructions for documents, select the “Send on route” menu item, and the desired type of instruction.

Next, choose the recipients. As we can see on the form, the Executive Order can be coming from either an employee or a whole department.

Next, prepare the order. The deadline can be specified in different formats. If it is specified in days, only working days will be counted in the Department's Calendar. Department's Calendar. Instruction may have the same parameters for all the performers when the property is used, or employees can set their own parameters. When you click on the order's Author will receive the notification about the completion of order's processing from each assigned employee (Executor). You can add any number of attachments in the order itself as well as for each employee his own attachment(-s).

For instructions such as "For the agreement" a button control the following control button is added: / It has two states. For the first state in case of the employee's disagreement the route continues. For the second state in case of the employee's disagreement the route stops.

After filling out the order's parameters you can send a document immediately into processing by pressing the "Run the route" or edit the route of its movement by selecting "Do not run the route."

Orders are placed into executors' "Inbox" folders as well as they are placed into Author's "Sent" folder. If the order is sent to the whole department, then all the employees of the unit will get it in their "Inbox" folder.

Depending on the type of the order, there are some features how the system will handle them. Order types (instructions) which are available in the system are offered when the user wishes to send a document on the route.

  • «For Execution (auto close)»: this type of order is considered executed at the time of making the report by the order's executive. There is a concept of "on completion" for this type of instruction, i.e. if the Author is not satisfied with the quality of the instruction's execution it can be re-sent to the Executive;
  • «For Examination»: this type of order is considered executed at the time of opening of instruction by the Executive;
  • «For Execution (manual close)»: this type of order is considered executed at the time of closing of instruction by the Executive There is also a concept of "on completion" for this type of instruction;
  • «For Approval»: this type of order is considered executed when the Executive selects one of the two order statuses, «Agree» or «Disagree».

Documents Routing

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