Work Documentation
Written records of the office's work: each document has a subject, a type, a body and its files, is sent for approval and approved or rejected with a reason, and is linked to the case or hearing it belongs to.
Tutorial 1
Your first work document
Write up a piece of work with its subject and type, fill the body from a template, send it for approval and see it approved, from the first menu to the final status.
How-to 6
Set up document types and approvers
Create the types your documents are sorted by, decide for each whether it needs approval, and name the users who approve it, so every document reaches the right people.
Write with a template
Prepare the text of the documents the office writes often as templates, then start a document from a template so its body is filled in and only the particulars remain to write.
Approve or reject a document
Find the documents waiting for you, approve them, or reject one with a reason from the office's list, and see how the to-do that called you is closed either way.
Print a work document
Print a document as a full work document, with its header, status and who processed it, or print its content alone, and know what the printout holds and what it leaves out.
Document a case or a hearing
Write a work document from the case or the hearing it belongs to, so it carries their number as its source, and find the documents of a case on its own form.
Work Documentation settings
What the single option of the Work Documentation settings does: how many days the approvers get to review a document after it is sent, where it applies and what happens when it is empty.
Reference 1
Work Documentation automations
What Work Documentation does by itself when a document is sent, approved or rejected, what sets the deadline of the approvers' to-do, and what it never does: no e-mail of its own, no scheduled job.
Explanation 1
How work documentation works
Why the type carries the approval rule, how documents are numbered, the life of a document from draft to approved or rejected, who sees which documents, and how the bridges link documents to cases and hearings.