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Under "My tasks → Measure status" you will find all progress reports which are requested from you, which you have already processed, as well as all open and completed measures for which you are responsible.
Under "My Tasks → Measure status" you will find all progress reports which are requested from you, which you have already processed, as well as all open and completed measures for which you are responsible.
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==Progress reports==
==Progress reports==

Version vom 28. September 2021, 09:07 Uhr

Under "My tasks → Measure status" you will find all progress reports which are requested from you, which you have already processed, as well as all open and completed measures for which you are responsible.

Progress reports

The progress reports for which you are responsible, can be found under "My tasks → Measure status → Progress reports".

My progrss reports


In the left area you can filter the progress reports by status. Beneath the individual points you can see:

All

  • All progress reports for the measures for which you are responsible. The status of the progress report is not relevant for this.

Requested

  • The measures for which you are responsible and an expert or professional has requested a progress report.

Answered

  • The measures for which you, as the person responsible, have submitted a progress message and nobody has yet accepted you.
  • The experts and professionals who have requested a progress report do not find the reply here but under "Measures → Progress reports".

Accepted

  • The progress reports for the measures which have been accepted.

Fortschritt melden

  • Dieser Button ermöglicht es auch für noch nicht angeforderte Fortschrittsmeldungen den Fortschritt zu melden. Haben Sie den Fortschritt zu einer Maßnahme gemeldet, wird diese als beantwortet gekennzeichnet. Das bedeutet, dass zu dieser Maßnahme erst wieder ein Fortschritt gemeldet werden kann, wenn die Beantwortung akzeptiert wurde.
  • Diese Option ist nur dann verfügbar, wenn unter "Administration → Globale Einstellungen → Optionale Maßnahmeeigenschaften" die Option "Fortschritte aktiv melden" aktiviert wurde.
  • Ist die Maßnahme einem Team zugeordnet und meldet jemand selbstständig den Fortschritt, werden die Teammitglieder nicht informiert.
Meine Fortschrittsmeldungen


Create a progress report

In these views, click a progress report to be redirected to its measure. However, only requested progress messages can be filled in and processed! All other statuses of the progress messages are write-protected and can be viewed but not edited.

Alle anderen Status der Fortschrittsmeldung sind schreibgeschützt und können eingesehen, aber nicht bearbeitet werden.

In order to submit a progress report, you must double-click on the required task. You can then fill out and submit the progress report yourself, or pass this task on to an advisor.


Fortschrittsmeldung retournieren


The header data for the task is displayed in the upper area. This is followed by the progress report that is currently being issued. Below this, you can see all existing and accepted progress reports for this task.

Report:

  • Enter the processing status of the current task in a few words here.

Mentioned deadline:

  • The planned date of implementation. This comes directly from the measure. If something changes in the process flow, you can enter a new deadline here.

Progress:

  • Indicate here how far you approx. are with the implementation of the measure.

Comment:

  • Additional information on the status exchange between inspector and person responsible can be entered here.

Advisor

  • You have the possibility to delegate the fill out of the progress report to one or more advisors. If the advisor finishes the answering of the progress report will be returned to you. After your review you can then return the progress report to the sender or make modifications or delegate it again and leave a comment.

Evidence:

  • Here you have the possibility to upload documents that verify the status of the task.

Open/ Finished measures

Under "My tasks → Measure status → Open measures" you will find all measures for which you are the responsible person, and which have not yet been completed.

Under "My Tasks → Measure status → Finished measures" you will find all measures for which you are the person responsible and which you have completed.


Meine offenen Maßnahmen


Click on a measure in one of the views and you will be redirected to it. Here you see the header data for the task and all progress reports. However, you can only view the measure here, in other words, you cannot edit either the measure or the progress report.

Details zu einer offenen Maßnahme