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=== Master data === | === Master data === | ||
In the master data the dossier can be described and advisors can be assigned for the linked tickets.<br> | 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. | 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|Master data of a dossier]] | [[Datei:FM Akte Stammdaten.png|left|thumb|900px|Master data of a dossier]] | ||
Version vom 15. März 2023, 08:07 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.
