A diary for follow-ups and tasks, built into your MRP. Put each entry on the order it's about, give it a date and the people doing it, and it turns red once the date passes.
Every entry starts with a subject: a customer, a supplier, a resource, a stock item or one of your own. Then, where there is one, the document it's about.
On the customer, or on one of their quotes, sales orders, works orders, delivery notes, invoices or NCRs.
On the supplier, or on one of their purchase orders or NCRs: a late delivery, a short delivery, a question on price.
On a person, workstation or machine, or on a stock item and one of its works orders or NCRs.
Under subjects your admin sets up, such as a sales call, with no record or document attached.
Tick Private and only the entry's actioners, and your Super Users, can see it. Any entry can carry attached files and a thread of comments.
The Diary tile is the only one on the dashboard that counts for you alone: your live entries in black, those past their action date in red. Click a count for the list.
Each entry names its subject and, where there is one, the document: a supplier and its purchase order, a customer and its invoice. The DIA quick link on that document lists every entry on it.
Add everyone the job needs as an actioner. Each ticks their own row and Statii stamps the date and time. The entry completes once everyone has.
New Entry asks what the entry is about. Pick the customer, then the document — a quote, sales order, works order, delivery note, invoice or NCR — or leave it on the customer. Add a brief and an action date, and assign it.
Put the entry on the supplier and the purchase order it's about. Every comment records who added it and when, so whoever picks it up next can see how far it's got.
A resource — a person, workstation or machine — takes an entry on its own. A stock item can carry one on its works order or NCR. Anything else goes under subjects your admin sets up, such as sales calls.
Whoever creates an entry is its first actioner; add any other Statii users it needs. Each ticks their own row — no one can tick it for someone else — and Statii stamps the date and time. Once everyone has, the entry moves from In Process to Complete.
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The records diary entries are put on. The DIA quick link on a customer or supplier opens every entry on it.
Remind Me on an invoice adds a diary entry for the date you pick. Raising, sending and getting paid belong to invoicing.
No. It's a list of dated follow-ups and tasks. Each entry has an action date and turns red once that date passes without it being completed. There's no calendar or day view, and entries don't repeat.
Yes. Add them as an actioner — any Statii user can be one, though shop floor logins can't. Each actioner ticks their own row, and no one can tick it for someone else. The entry completes once everyone has.
Only its actioners and your Super Users. Tick Private when you create the entry, or later from its options.
Yes. Add them as comments on the entry; each comment records who added it and when, and files can be attached. Put the entry on the customer's sales order and the notes are one click from that order, through its DIA quick link.
Yes. The DIA quick link on a customer, supplier, quote, sales order, invoice, purchase order or NCR shows how many of its entries are still open, out of all, and opens the diary already filtered to them. On a sales order it counts that order's entries only.
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