You can start your documents or orders and create a report with them. There are several functions that you can use.

When starting a report, an interface opens to fill in the report. You can enter the corresponding data in the report and navigate through the individual steps using the tabs at the bottom via next and back.

An overview of the individual steps can be found by clicking on the arrow at the top next to the title. There you can see the step list with all the individual steps as well as the status for them and quickly get an overview of the entire report.

A new task can be created for each process step via the flag. If a problem occurs in the operation, e.g. a part or a machine is broken or something in the document needs to be updated, you can easily inform another employee or supervisor, so that they can take care of it. You can also add and edit additional media such as photos, videos or PDFs to a task.

Via the three dots in the right corner, you have additional functions that you can use when filling out the report. There you will find an overview of tasks, media, material, overview, meta info and language of the report. In the tasks you will find all tasks for this report. If you have created a task before, you will find it in the overview.

Under media and material, you can see all media and materials that can be found in this report. The overview provides you once again with an overview of the individual steps of the report. There you can also see, how many steps you still have to edit.

Under meta info, you will find all meta information of the report. There you can adjust the title and the classifiers of your report (if you have the appropriate authorization as a user).

The language tab allows you to see the available languages and change the language, if needed.

When you have filled in all the mandatory information in the steps, finish the report by clicking the finalize button above the step list or in the bottom right in the corner.

If you want to cancel or paused the report, just click on the cross upper left side. If you confirm the selection ("Continue later"), the report is saved with all entries made so far, closed and can be resumed and further processed later via the “Reports” area.

You can also simply remove canceled and no longer required reports in the “Reports” area.