Collaborate – A summary of the activity

The Collaborate smart tool failicates the exchange of notes associated with various stages of carrying out a job, right from receiving customer parts for repair / overhaul until the delivery of serviceable parts back to the customer. This workflow involves different roles like the Receiving Clerk, Inspector, Tech Support, Production Managers, etc who add notes at various stages of the job. Such shared notes have information that enables the recipient users to plan and execute their activities on a daily basis.

This tool can be launched from a collaborate icon available in the reference document screen itself and enables you to perform the following:

4 Add posts and share the post for a given document reference.

4 Attach documents, flag a post and share.

4 Recipietns can be restricted to everyone or to only specific users (private)

4 View posts posts related to linked documents or entities

4 Set alerts to disistinguish important messages set reminders