This outlines the steps to create and manage orders within the DDS Dashboard, ensuring tasks are assigned and tracked effectively.
1. Accessing the Orders Section
Navigate to the home page or select 'Orders' from the left-hand navigation.
2. Creating a New Order
Click on 'Create Order' in the top right corner.
Choose between two options for creating your order:
Voice Recording: Use this option great if you are on a mobile device.
Text Entry: Type out your order.
3. Submitting the Order
After describing the order, click 'Submit'.
DDS Dashboard will generate three versions of the order:
Concise
Standard
Detailed
Select the version that best fits your needs.
4. Refining the Order
If necessary, refine your order further before proceeding.
5. Assigning the Order
Go to the Assignment section:
Set the priority to either Normal or Urgent.
Choose a due date.
Edit the title or order text if needed.
Assign the order to the responsible post.
6. Saving the Order
Review all details to ensure accuracy.
Click 'Save' to issue the order.
7. Acknowledgment of the Order
The assigned employee will receive the order and must acknowledge receipt before starting the task.
8. Managing Updates and Comments
If the employee has updates or questions, they can add comments in the Activity section.
9. Marking the Order as Completed
Once the task is completed, the order will be marked as Completed.
Include a comment explaining what was done.
Cautionary Notes
Ensure that the correct employee is assigned to the order to avoid confusion.
Double-check due dates and priorities to ensure timely completion of tasks.
Tips for Efficiency
Use voice recording for quick order creation, especially on mobile devices.
Regularly check the Activity section for updates from assigned employees to stay informed on task progress.