Note that the internal instructions are only send to the internal users only.
This section contains all instructions registered in the system. It gives direction on what should be done and they must have a receiver to execute and complete the instruction once done.
It allows you view the status of the instructions which can be ( in progress, pending acceptance) once completed you are able to mark the instruction as completed.
Follow the below steps:
1. Log into the system
2. Go to "File Management" module
3. Click on "Instructions" sub module
4. Click on Internal Instructions option
5. This shows all the internal instructions registered in the system
As shown below it displays the sender, receiver, client, status etc
6. Search and Advance Search options to perform a quick search for a particular instruction
7. Click on "Add New Instruction" button to send a new instruction
8. Fill in the details in the provided fields
As shown below i.e. date, client, file, receiver, description and the users to be notified.
9. Click on the Send Request button to submit the details once done.
10. Instruction sent successfully
11. Receiver will get a notification to accept the instruction. Click on the notification icon
12. Various notifications will pop out, select File Instructions Pending Acceptance
13. A list of all Pending Acceptance instructions will pop out
14. Select the instruction you wish to Accept by clicking in the check Box at the left
Select Accept option the the drop down at the bottom then click on the Go button to save.
15. The Instruction Accepted will now change to In progress status meaning the request is being attended to.
16. To Execute and Complete the instruction, Go to the notification Icon
17. select on File Instructions Awaiting Completion link
18. A list of all the instructions in progress will pop out, once done select the instruction you wish to complete by clicking on the Check Box at the left side.
19. To execute the instruction, click on the Execution link
20. Post a feedback, you can post a file progress or send it to expenses as well
21. click on the "Execute" button once done to save
22. To complete, click on the check Box at the left side, select Complete option on the Bulk Action drop down
23. Click on Go button to save the instruction as completed
