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Beispiel Statuseinträge

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Modul Projekte → Workflow Status (Aktion wählen)

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Bei der Speicherung wird das Projekt zum Backend (PIA) geschickt und gespeichert. Das PIA weist dem Projekt eine OD-Nummer (OrderID) zu und ist anhand dieser OD-Nummer auf den Anwendungen und im PIA eindeutig auffindbar (Abb. 10). Diese OD-Nummer kann beispielsweise in der Suche nach Projekten verwendet werden.

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Projekt Verlauf

Der Anwender kann verschiedene Angaben hinterlegen. Je nach Hersteller können die Angaben und auch die Kennzeichnungen der Pflichtfelder variieren. Unter Verlauf können u.a. Wiedervorlagetermine festgehalten werden (Abb. 1 [Standard]). In der SalesApp werden die Termine im iPad Kalender gespeichert und der Anwender wird an das Fälligkeitsdatum erinnert. In der WebApp können die Termine lediglich eingetragen werden. Unter Angebot können u.a. Ergänzungstexte zum Angebot hinterlegt werden (Abb. 2 [KRONE]).

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