Step 1: Log in to Statii and Access the Diary
Navigate to the Diary section from the Dashboard
.
Step 2: Create a Diary Entry
From the diary home screen, click the 'NEW ENTRY' button placed in the top left hand side screen.
2.1 Attach the new diary entry to a subject:
Customer documents: Quote / Sales Order / Invoice / Other
Supplier documents: Purchase Order / Other
Customer subjects: Create in admin
2.2 Create diary content and set due date
Enter brief description
Select a action date (due date)
2.3 Add other users (colleagues)
Select other users who are required to complete the diary task.
Only the users can complete a task assigned to them.
Once an users has completed their task, a completion date and time stamp will be automatically applied.
2.4 Add diary updates and notes to a task
Click the add button to add a new note or update to the task for other users to view.
Users can also attach documents to diary entries from increased transparency and organisation.
Ready to transform your manufacturing process?