Operations1

Stefan Philipp

Operations1 Support

Mehmet Atik

Executing and editing reports, orders, rules and tasks

Operations

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

Dashboard

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

Differences between orders and rules

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

Create and manage orders with Operations1

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

Create and manage rules in Operations1

Discover how regular activities can be represented in Operations1

Best Practice: Plan and execute recurring activities

 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

What are reports and how you can benefit from them

How to work with reports in the Editor and Assistant and create reports automatically and manually

Report overview and create reports

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

Working with reports

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

Filter, evaluate and analyze reports

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

Export your reports and insert your company logo into PDF reports

Why reports are reopened and how it is used

Reopening reports

Sharing Reports with external persons via secure links

Share Reports via Link

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

Scan NFC/RFID tags and barcodes with tablets and smartphones

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

Change Report Titles

Working with instructions and checklists and evaluating the reports created

Reports

Create and use tasks in Operations1

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

Notifications for 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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