Operations1

Stefan Philipp

Operations1 Support

Simon Seher

Creating and using reports, orders, rules and tasks

Operations

Overview and quick access to orders, tasks, reports and document favorites by using the Dashboard

Overview of all activities via the dashboard

Executing and editing reports, orders, rules and tasks

Dashboard

What are orders and rules and how they are different in Operations1

Understand differences between orders and rules

How to create new orders, assign and schedule them and attach corresponding documents

Create and manage orders

How to create new rules and customize the schedule for the documents in the rules

Create and manage rules

Discover how regular activities can be represented in Operations1

Best Practice: Plan and execute recurring activities

Clearing up rules and planned orders

 Order-based working based on created, scheduled and assigned documents

Orders and rules

What are the advantages over paper-based documentation as well as use cases and differences between reports and documents

Understand the purpose of reports

How to work with reports on the shop floor and create reports automatically or manually

Report overview and creation

How to start/ run a report and which functions you can use in the process

Edit and fill out reports

How to filter your reports in the overview and evaluate and analyze reports

Filter, evaluate and analyze reports

Why reports are reopened and how it is used

Reopen reports

Change the title of a report to quickly find it again and individualize general documents

Change a report title

Via special scanner app keyboards you can capture NFC/RFID tags and small QR/barcodes in Operations1

Scan and capture NFC/RFIC tags and barcodes on a mobile device

How you can export reports in different formats and upload your company logo for PDF reports

Export reports in different format with company logo

Sharing Reports with external persons via secure links

Share reports externally via link

Matching the report overview, the counterpart in the form of the PDF report is also available!

Export a report as PDF File (new)

Mehmet Atik

Working with instructions and checklists and evaluating the reports created

Reports

Create and use tasks

Define in your user profile if an e-mail notification should be sent for assigned tasks.

Receive notifications for assigned tasks

Create tasks from documents and work through them together

Tasks

Developer-Portal

Find answers and get help from Intercom Support and Community Experts

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Title

Track the progress of all tickets related to your company.

Tickets portal.

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