Part 5 Closing
- Joerg Christoph Mathis (Deactivated)
5.1 Overview of all Entries, Documents and Reports
In the CLOSING area you can view the complete documentation of all orders in the form of entries, documents and reports. For a better overview, the familiar hierarchy is retained, so that you can use the hierarchy bar at the top and the navigation bar on the left to select exactly which entries and reports are displayed.
In the upper picture you can see from the hierarchy bar that we are on the top level. Accordingly, all entries and reports are displayed in the main window. If you navigate further down in the hierarchy, the entries and reports displayed are restricted accordingly.
You can display documents or reports by clicking on the respective icon in the tab bar directly above the entries. You can also search through documents and reports conveniently using the search bar. For reports, the filter by entry type also works.
You can view images and other documents attached to individual entries either in the overview for documents or in the detailed view of individual entries by clicking on the respective entry.
5.2 Filtering and Searching for Entries and Reports
You can also filter entries and reports by entry type by clicking on the blue icons of the entry types.
ICON | Entry type |
|---|---|
Material consumption entry | |
Measurement entry | |
Travel entry | |
Working time entry | |
Expense entry | |
Defect entry | |
Site diary entry |
5.3 Editing Entries
If you click on an entry, a detailed view opens, where you can see all the information that was added to the entry by the employee.
You can change the status of the entry by selecting a new status and pressing SAVE.
Note that a status change is not possible if the entry has only been saved as a draft by the technician.
You can set the status of multiple entries to COMPLETE in a single step by selecting the checkboxes on the left side of the desired entries and then clicking COMPLETE.
You can also add a comment to each entry by writing in the MANAGER COMMENT field and pressing SAVE.
5.4 Resetting Entries
Once technicians have submitted an entry, it can no longer be edited. However, you can reset the entry to the status DRAFT so that the technician can edit it again.
To do this, open the detailed view of the entry and click RESET TO DRAFT.
5.5 Exporting Entries and Reports
Starting from the Project level you have the possibility to export entries collectively as ZIP or CSV file. Only those entries are exported which belong to the respective Project, Work Order or Work Step.