New Order Workflow View
Feature Description:
The new order workflow view is designed to streamline communication and collaboration within teams. It provides users with tools that enable better information management, faster response to changes, and more transparent monitoring of order progress.
New Features:
- Attaching files to messages: Users can attach files such as documents, photos, or reports directly to messages in an order. This makes it easy to share important materials with everyone involved in the process.
- Tagging and mentioning users in messages: The introduction of user tagging (@) allows for drawing the attention of specific individuals. This ensures that information reaches the right recipients without unnecessary delays.
- Notifications for order observers: Everyone observing an order automatically receives notifications about new comments, ensuring that no crucial detail is overlooked.
Advantages:
- Enhanced team collaboration: Improved information sharing allows team members to make decisions faster and respond to changes more efficiently.
- Increased process transparency: The new features ensure that all participants in the order execution have access to the same information in real time.
- Time savings: Easy file attachment and quick user tagging eliminate the need to search for information in other places.
Expanded Notification Options
Feature Description:
The expanded notification options allow each user to customize how they are informed about key events in the system. This makes team communication more effective and enables users to focus on what matters most.
New Features:
- “Tagged in an order” notification: Users can choose their preferred method of receiving notifications about tags, such as via email or in-app alerts.
- “New comment on an order” notification: Automatic updates about new comments from other users ensure continuity in communication.
Advantages:
- Notification personalization: Users can tailor communication methods to their needs and work style.
- Minimized risk of oversight: Instant notifications about critical events enhance responsiveness.
- Better work organization: People responsible for specific orders are always up to date, reducing informational chaos.
Visibility of Order Execution and Workflow Indicators
Feature Description:
The introduction of new indicators in the order execution and workflow view gives users quicker access to key operational information. This makes it easier to monitor work progress and communication activity within a given order.
New Features:
- Number of visits in the “Execution” tab: Users can check how many visits have been completed within an order, facilitating progress assessment.
- Number of comments in the “Workflow” tab: Displays the number of comments added during task execution, serving as an indicator of activity and engagement in communication.
Advantages:
- Improved order management: Indicators help quickly identify areas that need additional attention.
- Enhanced data analysis efficiency: Visible indicators eliminate the need to search through detailed information.
- Faster response to client needs: Easy access to key information allows teams to react promptly to changes in execution.
New “Range” Option in Date Filters
Feature Description:
The “Range” option in date filters simplifies data search and analysis by offering predefined time periods that can be quickly applied. This solution significantly accelerates work with the system, especially for large datasets.
New Features:
- Predefined date ranges: Options like “Today,” “Last Week,” or “Current Year” enable quick data filtering without manually entering dates.
- Custom range settings: Users can define their own custom ranges for more precise data analysis tailored to individual needs.
Advantages:
- Increased convenience: Predefined ranges save time and make daily work easier.
- More accurate data analysis: Custom ranges allow reports to be adapted to specific requirements.
- Reduced errors: Intuitive filter settings minimize the risk of mistakes when searching for information.
Updated View of Private Notes in Orders
Feature Description:
The refreshed view of private notes allows for more effective management of confidential information and internal communication within the company. These features support precise work organization and increase data security.
New Features:
- Adding attachments to private notes: Enables storage and sharing of key documents or files in the context of a specific note.
- Tagging users in notes: Allows for quickly directing information to the right people, even in a confidential context.
Advantages:
- Better documentation organization: All important files and information are stored in one place.
- Faster decision-making: The tagging feature ensures immediate reach to the appropriate recipient.
- Increased confidentiality: Private notes are visible only to relevant individuals, enhancing information security.
