Topics started by cindy segers

11 Topics

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cindy segersInfolander
published in DOC (Documents)

Document type 'Free web document'Tutorial

The document type ‘Free web document’ is available by default in Zenya. It is a document type without a fixed structure. You can read more about it in this article.

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3 months ago
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cindy segersInfolander
published in CHECK (Question Lists)

Create a question list - what type of question list should you choose?

If you are going to create a new question list, you can choose quite a few different settings. In this training we try to help you chosing the right type of question list.

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3 months ago
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cindy segersInfolander
published in FLOW (Cases)

How are cases numbered?Q&A

Each case is given a unique number across the system. That number is immediately registered when a reporter fills out a reporter form.Reasons why interruptions in numbering can be observed:Some reporting forms are neither stored nor forwarded and the case number associated with an unsent case is not reissued. The case has been saved as a draft, but has not yet been submitted. In that case, only the reporter can see the draft case. A case has been registered, but it will only actually start at a later time (there is a possibility to start cases, such as evaluations of improvement measures, in the future. You may not see all cases with your user account, making a gap "seems" from the perspective of your permissions. The case has been removed.

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4 months ago
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cindy segersInfolander
published in CHECK (Question Lists)

Completed question lists - overview and reportsTutorial

When question lists have been completed, you will find them in the question list details on the tab ‘Filled out question lists'. In this training we explain what options you have on this tab.

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5 months ago
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cindy segersInfolander
published in FLOW (Cases)

Use organizational structure as a subject tree for casesTutorial

If you want to set permissions per organization unit for a case type, you can use the organizational structure you have captured in Zenya as a subject tree. In this training we explain how you can apply this.

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5 months ago
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cindy segersInfolander
published in FLOW (Cases)

Classification model for analyzing causes in casesTutorial

You can use a classification model to analyze causes in cases. You can then classify the root causes and perform analyzes about the causes.In this training we explain how you can add or change classification models yourself.

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5 months ago
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cindy segersInfolander
published in FLOW (Cases)

Subject tree - determine rights for cases per 'subject'Tutorial

For case types you can use a ‘subject tree'. With a subject tree you can determine per subject who has which rights for a case on that subject.In this training we explain how to make a subject tree.

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5 months ago
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cindy segersInfolander
published in Other modules and add-ons

Report 'List of open tasks'Tutorial

If you as a manager want to have insight into the open tasks in Zenya of your employees, you can use the report ‘List of open tasks’.In this training we explain how you can use this report.

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5 months ago
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cindy segersInfolander
published in DOC (Documents)

Fields at shapes for processesTutorial

A process is signed with shapes such as an activity and a decision.It is possible to include your own metadata with the properties of a shape with fields. In this training we explain how you can do that.

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5 months ago
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cindy segersInfolander
published in DOC (Documents)

Manage involved persons of a documentTutorial

With the properties of documents you will find a panel ‘Involved Persons’.In this training we explain the fields in this panel.

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5 months ago
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cindy segersInfolander
published in DOC (Documents)

Manage general document propertiesTutorial

With the properties of documents you will find a panel ‘General’.In this training we explain the fields in this panel.

50
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5 months ago

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