Akten/en: Unterschied zwischen den Versionen

Aktuelle Version vom 15. Juni 2023, 11:20 Uhr

To simplify the processing of tickets, they can be bundled in dossiers. Dossiers can, for example, be used to document decisions regarding multiple tickets. Dossiers can be created for myriad purposes.

A ticket can be assigned to exactly one dossier. Which dossiers exist and by which criteria tickets are assigned is up to you. Tickets could be bundled in dossiers by month or quarter of receipt just as well as by topics, such as data privacy or security.

Reviews, hazard situations, measures, and controls, which have come up in conjunction with the ticket, can also be viewed, created or linked in a dossier.

Master data

In the master data the dossier can be described and advisors can be assigned for the linked tickets.
Caution: Users set as advisor in an open dossier cannot be removed from the management system team.

Complete editing

A dossier can only be completed when all assigned tickets are also closed.

If open tickets are still present in relation to the dossier, those will be displayed and can be closed with a reason given for all of them.

If adaptations or corrections need to be made after the fact, the dossier can be reactivated for editing.

Documentation of decisions

Here, documents and plain text information can be recorded that document any decisions made regarding the dossier's ticket(s).

In the processing notes grid, you can enter or edit notes for processing the dossier. Changing the status of the dossier automatically leads to the creation of new entries.

Tickets, reviews, hazard situations, measures, and controls

Under "Tickets", tickets can be assigned to the dossier.

The other tabs can be used to link any reviews, hazard situations, measures, and/or controls that were created/conducted in conjunction with the ticket. When assigning reviews and hazard situations, it is also possible to also assign any measures and controls that are linked with the selected reviews/hazard situations with the dossier immediately.

Bulk creation of measures

Aside from the linking or simple creation of measures, it is also possible to create multiple measures at the same time here.

If lists were created under "Administration → OrgUnits → Topic responsibility", those are available for selection here. More on the creation of topic responsibilities can be found here.

The following options are available:

choose a topic responsibility and use it,
choose a topic responsibility and modify it prior to using it, or
not choose a topic responsibility and manually configure the bulk creation.

Use topic responsibility for measure creation

If the automatic code generation is activated for the management system, the codes of the measures to be created are generated automatically in this list. If the automatic code generation is not activated for the management system, they must be set manually.

Organizational unit, responsible user/responsible team, and code are automatically pre-filled from the topic responsibility for all simultaneously created measures. The recognized at and on fields (date and event) are pre-filled from the dossier. The following information can be filled in once and taken over for all simultaneously created measures, depending on the activated optional measure settings:

Clicking "Create" creates a measure with the defined parameters for each selected organizational unit, and immediately links it to the dossier. The individual measures can still be edited after the fact.

Caution: If the option "Information mail when allocating measures" is activated, all responsibles (persons or team members) are informed of their new measure via e-mail in this moment.

@@ Zeile 1: / Zeile 1: @@
-To simplify the processing of reports, they can be bundled in dossiers. Dossiers can, for example, be used to document decisions regarding multiple reports. Dossiers can be created for myriad purposes.
+To simplify the processing of tickets, they can be bundled in dossiers. Dossiers can, for example, be used to document decisions regarding multiple tickets. Dossiers can be created for myriad purposes.
-Eine Meldung kann genau einer Akte zugewiesen werden. Welche Akten es gibt und nach welchen Kriterien Meldungen diesen Akten zugewiesen werden, obliegt Ihrer Entscheidung. Meldungen könnten z. B. nach Eingangsmonat/-quartal oder nach Themen wie Datenschutz oder Sicherheit einer Akte zugewiesen werden.
+A ticket can be assigned to exactly one dossier. Which dossiers exist and by which criteria tickets are assigned is up to you. Tickets could be bundled in dossiers by month or quarter of receipt just as well as by topics, such as data privacy or security.
-In einer Akte können auch Überprüfungen, Gefährdungslagen, Maßnahmen und Kontrollen, die im Zuge der Meldungen aufgetaucht sind, eingesehen, erstellt oder verknüpft werden.
+Reviews, hazard situations, measures, and controls, which have come up in conjunction with the ticket, can also be viewed, created or linked in a dossier.
-[[Datei:FM Akten Übersicht.png|left|thumb|900px|Akten Übersicht]]
+[[Datei:FM Akten Übersicht.png|left|thumb|900px|Overview dossiers]]
 <br clear=all>
 __TOC__
-=== Stammdaten ===
+<span id="Stammdaten"></span>
+=== Master data ===
-In den Stammdaten kann die Akte beschrieben und die Sachbearbeiter für die zugewiesenen Meldungen erfasst werden.
+In the master data the dossier can be described and advisors can be assigned for the linked tickets.<br>
+Caution: Users set as advisor in an open dossier cannot be removed from the management system team.
-[[Datei:FM Akte Stammdaten.png|left|thumb|900px|Stammdaten einer Akte]]
+[[Datei:FM Akte Stammdaten.png|left|thumb|900px|Master data of a dossier]]
 <br clear=all>
-==== Bearbeitung abschließen ====
+<span id="Bearbeitung_abschließen"></span>
+==== Complete editing ====
-Eine Akte kann nur abgeschlossen werden, wenn alle Meldungen der Akte abgeschlossen sind.
+A dossier can only be completed when all assigned tickets are also closed.
-Sind noch offene Meldungen vorhanden, dann werden die offenen Meldungen angezeigt und können mit einer Begründung geschlossen werden.
+If open tickets are still present in relation to the dossier, those will be displayed and can be closed with a reason given for all of them.
-[[Datei:FM Akte schließen offene Meldungen.png|left|thumb|900px|Akte schließen offene Meldungen]]
+[[Datei:FM Akte schließen offene Meldungen.png|left|thumb|900px|Complete dossier open tickets]]
 <br clear=all>
-Wenn im Nachhinein noch Anpassungen und Korrekturen gemacht werden müssen, dann kann die Bearbeitung der Akte wieder aktiviert werden.
+If adaptations or corrections need to be made after the fact, the dossier can be reactivated for editing.
-=== Dokumentation der Entscheidungen ===
+<span id="Dokumentation_der_Entscheidungen"></span>
+=== Documentation of decisions ===
-Hier können Dokumente und Texte hinterlegt werden, die Entscheidungen zu den Meldungen dokumentieren.
+Here, documents and plain text information can be recorded that document any decisions made regarding the dossier's ticket(s).
-[[Datei:FM Akte Dokumentation der Entscheidungen.png|left|thumb|900px|Dokumentation der Entscheidungen]]
+In the processing notes grid, you can enter or edit notes for processing the dossier. Changing the status of the dossier automatically leads to the creation of new entries.
+[[Datei:FM Akte Dokumentation der Entscheidungen.png|left|thumb|902px|Documentation of decisions]]
 <br clear=all>
-==== Meldungen, Überprüfungen, Gefährdungslagen, Maßnahmen und Kontrollen ====
+<span id="Meldungen,_Überprüfungen,_Gefährdungslagen,_Maßnahmen_und_Kontrollen"></span>
+==== Tickets, reviews, hazard situations, measures, and controls ====
-Im Punkt Meldungen können Meldungen zur Akte hinzugefügt werden.
+Under "Tickets", tickets can be assigned to the dossier.
-[[Datei:FM Akte Meldungen.png|left|thumb|900px|Zugewiesene Meldungen]]
+[[Datei:FM Akte Meldungen.png|left|thumb|900px|Linked tickets]]
 <br clear=all>
-Die anderen Punkte können verwendet werden, um Überprüfungen, Gefährdungslagen, Maßnahmen und Kontrollen, die im Zuge der Meldungen erstellt/durchgeführt wurden, zu verknüpfen.
+The other tabs can be used to link any reviews, hazard situations, measures, and/or controls that were created/conducted in conjunction with the ticket. When assigning reviews and hazard situations, it is also possible to also assign any measures and controls that are linked with the selected reviews/hazard situations with the dossier immediately.
+[[Datei:FM Akte GFL.png|left|thumb|900px|Relevant hazard situations]]
+<br clear=all>
-[[Datei:FM Akte GFL.png|left|thumb|900px|Relevante Gefährdungslagen]]
+[[Datei:FM Akte Maßnahmen und Kontrollen.png|left|thumb|901px|Relevant measures and controls]]
 <br clear=all>
-[[Datei:FM Akte Maßnahmen und Kontrollen.png|left|thumb|900px|Relevante Maßnahmen und Kontrollen]]
+<span id="Mehrfachanlage_von_Maßnahmen"></span>
+====Bulk creation of measures====
+Aside from the linking or simple creation of measures, it is also possible to create multiple measures at the same time here.
+If lists were created under "Administration → OrgUnits → Topic responsibility", those are available for selection here. More on the creation of topic responsibilities can be found [[Special:MyLanguage/OrgEh_-_Organisationseinheiten#Themenverantwortung|here]].
+[[Datei:MM_Dropdown.png|left|thumb|900px|available topic responsibilities]]
 <br clear=all>
+The following options are available:
+*choose a topic responsibility and use it,
+*choose a topic responsibility and modify it prior to using it, or
+*not choose a topic responsibility and manually configure the bulk creation.
+[[Datei:MM_TV.png|left|thumb|900px|Use topic responsibility for measure creation]]
+<br clear=all>
+If the automatic code generation is activated for the management system, the codes of the measures to be created are generated automatically in this list. If the automatic code generation is not activated for the management system, they must be set manually.
+Organizational unit, responsible user/responsible team, and code are automatically pre-filled from the topic responsibility for all simultaneously created measures. The recognized at and on fields (date and event) are pre-filled from the dossier. The following information can be filled in once and taken over for all simultaneously created measures, depending on the activated optional measure settings:
+[[Datei:MM_Maßnahmenmaske.png|left|thumb|900px|Bulk creation of measures]]
+<br clear=all>
+Clicking "Create" creates a measure with the defined parameters for each selected organizational unit, and immediately links it to the dossier. The individual measures can still be edited after the fact.
+::<u>Caution</u>: If the option [[Special:MyLanguage/Einstellungen#Allgemein|"Information mail when allocating measures"]] is activated, all responsibles (persons or team members) are informed of their new measure via e-mail in this moment.