Rondo R8.04 User guide General
Contents
1. WWW Xyz com age 10 Invoice number 123 Ms Karen Davidson Project ID 05 L BH REC Bank reference County Municipal Offices Proj Name ong Beach Harbor Recurring Invoice date 300913 78 Reflection Drive Manager WB Document date 30 09 13 El Rows History Mass routing Default x a e Q Q Currency EUR v Li G L account Acc item 1 Acc item 2 Acc item 3 VAT code Posting amount Description Created by Gross amount 99 90 4 nnn v v v an v R1 77 Dan Madia Nw Adminictratnr Wills 20 00 42 12 72 17 ADA 4 m r Payment block code v m Payment term P14 v r gt Search Unposted 0 00 Gross amount 99 90 Tax free 81 22 VAT 18 68 Gross amount Y El Add row ES Delete row s Save Cancel a a Li 2 2 3 Drilling down and grouping The user can group a query executed as an advanced query as he she wants and the user is able to drill down to individual lines from the sum level query executed as an advanced query In order to be able to group and drill down information the user must define the index field s into grouping fields 2 2 3 1 Grouping The user can group a query executed as an advanced query as he she wants the available grouping fields have been defined in the archive index configuration in the Admin System section Each grouping performed by the user will be opened into a separate Result dialogue The user can move from one result dialogue to another by using a breadcrumb Home Workflow Results Unrouted2. y J P The ROP contains settings for Request of purchase subsystem eve Go to this section automatically when log in The Settings section contains the user specific system settings changing the password and the approve password absence settings and other general settings which are available to all users 1 5 2 Changing the view The user is able to personalise his her user interface view it is possible to hide sections or change their size For example in the Workflow section the user can hide the basic information framework from a document or hide the Sections framework in the left on the home page by moving the bar between the frameworks so that only the framework for selecting a section and the sections the user is entitled to work with are displayed In addition the user can define a desired section as a preferred section in the Settings tab The user can select either Home page Admin Workflow or Archive as the default section by using the Default module picklist Cgi com 4 4 2014 CGI All rights reserved 2014 CGI GROUP INC 10 Rondo R8 04 User guide General V 8 04 002 The user selects either a simple query or advanced query as the default setting in the Default query screen picklist ld Settings Passwords Change password Change approve password Language Engish eng v Preferences Contact informations E mail address Number format System default 1 234 567 123 v S
3. E mail address Send Back to the login screen The user enters the user name or the e mail address in the fields in the dialogue The request is activated by clicking the Send button and the system sends a new password to the user by e mail providing that an e mail address has been defined for the user If the user has forgotten both his her user name and e mail address he she must contact the system administrator The user is able to return to the login dialogue by clicking Back to the login screen 1 1 2 Invalid password RONDORS tEngish eng GB Mi Help Login Type your user name and password into the areas on User name MS the left and click login Password Login Have you forgotten your password Login failed com logica rondo exception InvalidLoginException Invalid user name or passvvord user If the user tries to log in the system with an invalid user name or password the system will display a notification as in the dialogue above cgi com 4 4 2014 CGI All rights reserved 2014 CGI GROUP INC Rondo R8 04 User guide General v 8 04 002 The user can try to login until the maximum number of tries defined in the Admin System Instances section is exceeded The super user must reset the locked password 1 2 Expired session The session expires when the time the Rondo system has not been used exceeds the minimum value of the session cleanup interval which is defined in the section Adm
4. 04 11 11 04 11 11 USD 24 10 11 24 10 11 EUR 24 10 11 24 10 11 EUR The order of the columns is changed by dragging the column header to the left or to the right to the desired position The columns are hidden in the field list which can be opened with an arrow on the top right corner of the search result list The fields that the user wants to hide are removed from the field list by removing the tick in front of the field in question after which they won t be displayed in the search result anymore ay xi Caseld v Organization Invoice type Vendor name Vendor number Bank account vi Invoice number Bank reference i Invoice date i Document date vi Currency Exchange rate vi Currency amount xi Gross amount vi Payment term Due date vi Attachment vi Description vi Cancel code xi Contract number Scan date vi Created by In the example above the fields Bank reference Exchange rate and Due date are hidden 2 2 1 Handling a document Documents selected in the list are handled with menu item functions available by clicking the right button of the mouse The functions displayed in the menu depend on the system s settings cgi com 4 4 2014 CGI All rights reserved 2014 CGI GROUP INC 17 Rondo R8 04 User guide General v 8 04 002 Ll 65 Root Basic Invoice Ov Wulff Ab 101 o 69 Wiew document 74 Delete document and document references from all
5. CGI Experience the commitment E d e B a 3 amp 6 e E vil o ec gt e 2 e 9 e 0 E g A 2 e NR Rondo R8 04 User guide General 09 Author Rondo Services e 2014 CGI All rights reserved 11 4 2014 Karvaamokuja 2 PL38 00381 Helsinki Finland Rondo R8 04 User guide General e v 8 04 002 ABOUT GCls Founded in 1978 an a global IT and business process services provider delivering business consulting systems integration and outsourcing services With 72 000 professionals operating in 400 offices in 40 countries CGI fosters local accountability for client success while bringing global delivery capabilit to cliefits front doors CGI applies a disciplined and creative approach to achieve an industry leading track record of on time on Qudget projects and to help clients leverage current investments while adopting new technology and business strategies As a result of this approach our average client satisfa amp tion scoge for the past 0 years has measured consistently higher than 9 out of 10 8 o a a O o L COPYRIGH BS TATEMENT s This document eontains information which is onfidential and of value to CGI It may be used only for the agreed o ose for which it has been provided G s prior written consent is required before any part is reproduced Except where indicated otherwise all n
6. 00 79 101 18 11 11 5 555 00 87 101 04 11 11 68 62 Gross amount ei 21 329 62 Gross amount IM 21 329 62 The user can download the PDF report in his her PC and print it 3 14 Graph The user can define a graphic presentation of the search result in the dialogue available by clicking the Graph button above the document list The user defines X value e g vendor s number and Y value e g gross amount for the designed chart in the Field parameters section In the Optionals section the user can provide additional specifications for the chart Chart title X title and Y title and define the size of the chart Field parameters Optionals X value Values on X axis Chart title Vendor name 10 Vendor Select Y values a Move up om lame TOSS AMOU M Gross amount Move down gt Ytitle Gross amount Add legends L1 View labels O 30 O Es O Ej m O HY 9 O Other types Width 500 Height 400 Graph Cancel 4 The system generates the graphics according to the given specifications with the Graph function The Cancel button closes the graph settings dialogue without generating the graph cgi com 4 4 2014 CGI All rights reserved 2014 CGI GROUP INC 139 Rondo R8 04 User guide General v 8 04 002 Below there s an example of a graph generated according to the specifications provided above 20 000 17 500 15 000 12 500 10 000 7 500 5 000 2500 Oy Wu
7. Vendor Yritys Oyj Searches documents whose vendor LIKE Vendor Searches documents whose vendor information begins with the string Yri Vendor LIKE Arit Searches documents whose vendor rit information contains the string rit e g the vendor Yritys Oyj Access key LIKE Jopinv So Searches all access keys that contain the string pinv e g pinv user pinv3 user Access key LIKE jepinv 96 oearches all access keys that begin UE with the string pinv e g pinv user Person LIKE YJaakko Searches documents whose personal information contains the word Jaakko e g Jaakko Virtanen Liisa Jaakkola It is also possible to search for information in search dialogues e g with the vendor number and the gross amount With these search criteria it is possible to use various comparison signs The following are examples of the search function Number fed 5 SeacesteoxcvaueS Number eii 9 Searhesfguesbegnnngwihs Number eii 8 Searches all figures containing 5 atany point Rumberte S Searches figures ending is Vendor number 25642 Searches vendors whose number is exactly Pele E gt VERMN Gross amount 50000 Searches documents whose gross amount is eee ES msan oo Gross amount gt 50000 Searches documents whose gross amount is DL retertan 09 50000 Gross amount gt 50000 Searches documents whose gross amount is eee RE gestern aregia CURS0000 Gross amount lt 50000
8. When the user selects Handle pages the selected locks are only added to removed from document pages not documents When the user selects Handle both documents and pages the selected locks are added to removed from both document pages and documents cgi com 4 4 2014 CGI All rights reserved 2014 CGI GROUP INC 137 Rondo R8 04 User guide General v 8 04 002 Access keys ES Handle documents O Set locks O Handle pages Add and or remove locks O Handle both documents and pages Selected locks are added to all selected documents Selected locks are removed from all selected documents Available Selected Available Selected IQ IQ Q Q Select iv I Select xv Select v Select me Lukko VIII Lukko View Insert Delete Lukko L Lukko View Insert Delete Admin User L1 O lock1 Admin F F lock1 lock2 DO lock2 lock3 lock3 lock4 O lock4 User gt gt gt lt lt lt gt gt gt lt lt lt Save Cancel 7 The user defines locks to be added to selected documents in the framework on the left with arrow keys Locks to be removed from selected documents are defined in the framework on the right with arrow keys Using arrow keys is described in the section for setting locks 3 13 Report The user can generate a report
9. buttons Columns can be deleted from the framework with the Delete function available by clicking the right button of the mouse The user can hide Select columns with the Minimize button and make it visible again with the Display select columns button Definitions provided after selecting the option Active document concern the active document The user can print the document s active page by selecting Current page x x page number The user can print all pages in the document by selecting All pages x x The user can print the document s last page by selecting Last page x The selected pages of the active document are printed with the selection Range Checking the Comments checkbox means that the documents comments are also printed A name for the printout can be assigned in the Header field By default the field s value is docid when the option is activated the document header contains doc id Orientation of the printout can be set either as portrait or landscape The documents postings can be printed by selecting the function Include rows When the user checks the radio button No the list won t be included When the user checks the radio button Yes with all columns the postings will be printed as such When the user checks the radio button Yes with selected columns he she can edit the list before printing it and leave out columns Selecting columns is a similar process as with the document list The user can print the docum
10. is a similar process as with the document list Orientation of the document can be set either as portrait or landscape Font type size and line spacing of the message are defined in the fields for font When the user clicks the Send button the system will open a dialogue where the recipient is selected cgi com 4 4 2014 CGI All rights reserved 2014 CGI GROUP INC 130 Rondo R8 04 User guide General v 8 04 002 Send email x Sender Administrator Adminskirsi lahti logica com Recipient kirsi lahti logica com cc Subject Info Message Info Attachments Document file 101 kb Send Cancel dh The Sender field will automatically contain the information of the active user The user enters the recipient s e mail address in the Recipient field CC will contain those users to whom the document is sent in addition to the recipient The user can provide a name for the e mail in the Subject field The message to the recipient is entered in the Message text area The user can add attachments to the document in the Attachments section The attachment is searched with the Browse button and attached to the e mail with the Attach button The Send button will send the document to the selected recipient The Cancel button closes the dialogue without sending the document 3 10 Download the document The user can download a document or a document list to his her own PC with the Download document on
11. later than the default expiry date The information is saved with the Set button The Cancel button closes the dialogue without saving the information 3 6 View Edit comments on the page The user is able to add comments in the documents in Rondo A comment is free form text relating to the document Comments are useful when the users want to add follow up information or notes in the document If the user rejects a document he she must provide a comment Commments are page specific and can be added to all pages in the document framework where the user can view the existing comments and move on to adding a new comment When the user clicks the View Edit comments on the page button the system will open a cgi com 4 4 2014 CGI All rights reserved 2014 CGI GROUP INC 24 Rondo R8 04 User guide General v 8 04 002 Comments ES This page has no comments Add a comment for this page E If the document doesn t contain comments the text This page has no comments is displayed in the framework The user can add a new comment for the page with the function Add a comment for this page Comments x v Unfounded invoice 30 11 11 09 33 07 003 Administrator Admin Admin This is not my invoice Save Cancel Z The user is able to view his her previous comments with the help of the picklist and also organisation specific comment templates which have been defined in the settings of the syst
12. 2 with a new one i Replace Cancel p The system notifies the user that page x is being replaced x page number The user searches the replacing page with the Browse button and replaces the current page with it with the Replace button The old page will remain in the system and can be viewed as the previous revision of the page The Cancel button closes the dialogue without replacing the page Page 2 was successfully replaced OK 7 The system notifies the user when the page has been replaced The user sets off the notification by clicking OK cgi com 4 4 2014 CGI All rights reserved 2014 CGI GROUP INC 23 Rondo R8 04 User guide General v 8 04 002 3 5 Display the document details A date after vvhich a document can be deleted can be defined for documents in the archive The user can view the document details with the button Le Document details XI Series STORLIFE1 SarjaArki Default expiry date 29 12 11 El Document in retention held EBR in use EBR date 29141 EA Set Cancel 4 Series indicates the text series which the document belongs to in the archive Default expiry date indicates the date when the document expires and can be deleted completely Document in retention held indicates that the document can never be deleted When the user checks the EBR in use checkbox he she is able to enter the EBR date EBR date is the documents expiry date which can be earlier or
13. 6 11 SEK O 100 000 397 47 Ibm 102 200118 00329081 222 20 06 11 20 06 11 SEK O 100 000 397 47 Ibm 102 200118 00329081 222 20 06 11 20 06 11 SEK O 100 000 397 47 Ibm 102 200118 00329081 222 20 06 11 20 06 11 SEK O 100 000 397 47 Ibm 102 200118 00329081 222 20 06 11 20 06 11 SEK O 100 000 397 47 Ibm 102 200118 00329081 222 20 06 11 20 06 11 SEK cgi com 4 4 2014 CGI All rights reserved 2014 CGIGROUP INC 20 Rondo R8 04 User guide General v 8 04 002 2 2 4 Field link The information in various document folders is connected to one another with field links The document folder field is linked to a field in another folder For example the purchase invoice folder can be linked to the order folder on the basis of the order number field Field links are maintained in the system s section Admin Indexes Index links cgi com 4 4 2014 CGI All rights reserved 2014 CGI GROUP INC 21 Rondo R8 04 User guide General v 8 04 002 3 General functions in Rondo 3 1 Browsing pages and revisions Page Q9 2 viva E Revision Q3 2 The user can browse the documents pages with the picklist or arrow keys previous page e next page located in the bar above the image next to Page Revisions which may have been added to the document s pages can be browsed with the picklist or arrow keys o previous page e next page located in the bar above the image next to Revision If the document contains several pages th
14. Document cgi com 4 4 2014 CGI All rights reserved 2014 CGI GROUP INC 19 Rondo R8 04 User guide General v 8 04 002 In the example below a sum level query has been performed to the purchase request table A list of the available grouping functions is displayed by clicking the right button of the mouse Vendor name SUM Gross amount COUNT DISTINCT Docid Suomen Matkatoimisto 48 087 56 3 Uf Drill down Select group by fields I DESI 3 zm Drill down to the lines i i Drill down group by Vendor number 912 8 Drill down group by Vendor number Invoice date 1 1 Drill down group by Vendor number Invoice date Posting amount Drill down group by Vendor number Posting amount Drill down group by Invoice date Drill down group by Invoice date Posting amount Drill down group by Posting amount The Drill down group by Vendor number function opens the search results to a new Result dialogue in the following way Drill down eroup by Vendor number 7 rows XY Query criteria info Ll OrganizationCode Vendor name SUM Gross amount COUNT_DISTINCT Docld Vendor number 1000 Suomen Matkatoimisto 48 087 56 3 100 1000 Oy Wulff Ab 1 298 107 4 101 j 1000 Ibm 97 310 6 102 1000 6 1000 912 2 99 1001 1 O 1002 1 2 2 3 2 Drilling down to the lines The user is able to drill down to individual lines from the sum level query executed as an advanced query In the example below a sum level
15. MPTY Q Add criterion Clear Search Cancel cgi com 4 4 2014 CGI All rights reserved 2014 CGI GROUP INC 113 Rondo R8 04 User guide General v 8 04 002 CGI In Not in Like lt gt Is null Is not null Between Not between Is empty Is true Is false Eu smaller than smaller than or equal to equal to greater than or equal to greater than within the given values not within the given value set e g No refers to all targets beginning with No unequal to is null is not null between the values not between the values the value is empty the value is true the value is false search examples The user can search for information in the search dialogues e g with the vendor s name a person s name or description Criteria R Fields Purchase invoice Caseld Purchase invoice header Vendor number Purchase invoice header endor name ve LIKE Purchase invoice header Invoice date vis v Q Add criterion vis v v 60 simosel mo Clear Search Cancel In such search fields it is advisable to use the LIKE condition and the so called percent sign to replace the beginning or the end of a word The following are examples of the search function 4 4 2014 CGI All rights reserved Cgi com 2014 CGI GROUP INC 14 Rondo R8 04 User guide General v 8 04 002 Search field Operator Search text Description Dc a DL
16. Sate Date format System default dd MM yy v 173 Contact rondo admin domain com Default module Home page v 3 Default query screen Simple query v A Workflow definitions Calculation method User group Save Cancel cgi com 4 4 2014 CGI All rights reserved 2014 CGI GROUP INC 11 Rondo R8 04 User guide General v 8 04 002 2 Document search 2 1 Search function 2 1 1 Searching information in a picklist With fields including a picklist in workflow archive settings etc sections e g the vendor s name the user can open a drop down menu by clicking the button The picklist contains 5 values at atime and the user is able to browse the list with the arrows above and below the framework Vendor name v w mm vendor number INVOICE Bank account Vendor number Vendor Identifier Account number Bic Business ID Vendor EDI id Vendor currency One Time Vendor 1 Wm data 1 800019 01201633 003703575029 EUR Business ID 100 Suomen Matkatoimisto 1 233316 00000061 EUR Withholding taxend 494 Oy Wulff Ab 1 157130 00012600 EUR ds 102 Ibm 1 200118 00329081 EUR Invoice number 104 Akateeminen Kirjakauppa 1 240018 00005605 0114162 2 EUR v Bank reference 1 5 100 Information can be searched from fields with a picklist by entering a character string in the field after which those rows that include the said string are displayed in the list For example when the user enters the string si in the vendor s n
17. Searches documents whose gross amount is eee rata UR 50000 o 50000 Searches documents whose gross amount is 7o Gross amount 50000 Searches documents whose gross amount is RENNES EUR 80000 Gross amount BETWEEN 50 100 Searches documents whose gross amount is cgi com 4 4 2014 CGI All rights reserved 62014 CGI GROUP INC 115 Gross amount Rondo R8 04 User guide General v 8 04 002 Gross amount NOT 50 100 Searches documents whose gross amount is not Gross amount 100 200 Searches documents whose gross amount is Gross amount NOT IN 100 200 Searches documents whose gross amount is not DD E T ME Gross amount IS NOT Searches documents whose gross amount is not eee wut O ni mm ee oo dem eneuseeseneene empty Comparison signs can be used with search fields that are in date format and with numeric fields Such fields could be for example invoice date due date document date entry date and GRN date The following are examples of the search function Search field Document 11 12 2007 Searches documents whose document date date Dl is exactly 11 December 2007 Document gt 11 12 2007 Searches documents whose document date date Ll is greater than 11 December 2007 Document gt 11 12 2007 Searches documents whose document date date ee is smaller than 11 December 2007 Document lt 11 12 2007 Searches documents whose document date date is before 11 December 2007 Document lt 11 12 2007 Sear
18. acing 9 Portrait O Landscape Eai Times New Roman 8 10 me The user can include a Document list in the message according to the search result When the user checks the radio button No the list won t be included When the user checks the radio button Yes with all columns the document list will be included in the message as such When the user checks the radio button Yes with selected columns he she can edit the list before sending it and leave out columns With the latter selection Select columns will be displayed The user selects the desired columns from the framework in the left and moves them to the Selected framework with the arrow key The order of the selected columns can be changed with Move up and Move down buttons Columns can be deleted from the framework with the Delete function available by clicking the right button of the mouse The user cgi com 4 4 2014 CGI All rights reserved 62014 CGIGROUP INC 129 Rondo R8 04 User guide General v 8 04 002 can hide Select columns with the Minimize button and make it visible again with the Display select columns button When the user checks the Active document checkbox the message to be sent concerns the active document The active document page is sent as a PDF file with the selection Current page x page number All document pages are sent as a PDF file with the selection All pages x x Only the last page of the active document is sent a
19. al documents at the same time by checking the checkboxes in front of the documents in the document list This way the action to be performed will apply to all selected documents Purchase invoices Unrouted 64 rows Ll Caseld Organization Invoice type Vendor name Vendor number Bank acc a 90 Root Basic Invoice Ibm 102 200118 0 89 Root Basic Invoice Ibm 102 200118 0 m 79 Root Basic Invoice Oy Wulff 4b 101 157130 0 87 Root Basic Invoice Oy Wulff 4b 101 157 130 0 72 Root Basic Invoice Akateeminen Kirja 104 240016 0 86 Root Basic Invoice Suomen Matkatoin 100 233316 0 O 81 Root PO Invoice Suomen Matkatoin 100 233316 0 The Mass change function above the document list opens a dialogue where the user selects either Change fields or Change locks Choose mass change XI Change fields Change locks Cancel A Depending on the user s selection the system will open a dialogue where header or lock information will be provided to all documents selected in the document list 3 12 1 Change fields In the example below the following information is provided for the documents Vendor information Invoice date Currency and Gross amount Cgi com 4 4 2014 CGI All rights reserved 2014 CGI GROUP INC 135 Rondo R8 04 User guide General v 8 04 002 Set values for selected rows IE Check authorizations and rules Confirm duplicates Check field validators on save Organization F 1000 Root v C
20. ame field the picklist will include all vendors whose name contains the string Sl Vendor name si i m _ Vendor number Vendor Vendor number Identifier Account number Bic Business ID Vendor EDI id Vendor currency One Time Vendor DECIR Abb Kiinteist palvelut Oy 6975 1 240018 00076028 EUR Bank account j cm Oy 111 1 206518 00137974 EUR Business ID Adsek Oy Ab 5880 1 209438 00028349 EUR Withholding tax end Akateeminen Kirjakauppa 104 1 240018 00005605 0114162 2 EUR date Amerplast Oy 9255 1 800010 00559881 EUR w Invoice number 1 5 100 The same method can be used vvith the vendor number field the user enters e g 110 in the field after which all vendor numbers containing the string 110 will be displayed in the list Vendor name v 21 Vendor number 1101 i g NVOC il CE Bank account mue number Vendor Identifier Account number Bic Business ID Vendor EDI id Vendor currency One Time Vendor 110 Helsingin Vesi 1 2302 0002451145 EUR Business ID 1103 Lignell amp Piispanen 1 560005 20016000 EUR Withholding tax end date 1 2 2 cgi com 4 4 2014 CGI All rights reserved 2014 CGI GROUP INC 12 Rondo R8 04 User guide General v 8 04 002 With the posting function the same principle can be applied when searching information in the bank account field For example the user enters 41 in the bank account field which will produce all accounts containing the string 41 as the r
21. ames trademarks and service marks referred to in this document are the property of a company in the GG group or its Ma d ooo o d o9 0 B e LI 73 1 e i ct oe 8 2014 CGI All rights reserved 11 4 2014 Karvaamokuja 2 PL38 00381 Helsinki Finland Rondo R8 04 User guide General v 8 04 002 Table of contents 4 1 1 1 1 1 1 1 2 1 2 1 3 1 4 1 5 1 5 1 1 5 2 2 1 2 1 1 2 1 2 2 1 3 2 2 2 2 1 2 2 2 Casa 2 2 3 1 2 2 3 2 2 2 4 3 1 3 2 3 3 3 4 3 5 3 6 3 7 3 8 3 9 3 10 3 11 3 12 3 12 1 3 12 2 3 13 3 14 3 15 CCE ES A e A 5 LOGO CI BICI Eo m Dmm 5 Forgotten password e Ic 7 IV ANG TOASSW OMG to 7 Expired Session te 8 Closing RES VS Et mecenes 8 A OU m R 9 General VIES A 10 OME DA OE METTRE D UTI TT 10 Changing Me MIC TTE 10 BTR TE Qe ANDR E E E 12 SOS ca CPN TONCO ERR m 12 Searching information in pICRUSEioemonteiemammtsmimmaemtelemensonmmseamiot ss 12 Operators in search erllerla ssssiisrssuineodri oranini iradenin iiad adii ii wee 13 Sa EIO eee TE E ee ea 14 Sae hN SS OU cca cece wee aaa a a aaa 17 Handling a OC P Inizio PREMO 17 vieving A COCA CN Eres tieta am
22. an be routed to T m Invoice type Basic Invoice w Vendor name Suomen Matkatoimi Vendor number 100 he Bank account 233318 00000061 Business ID F v withholding tax e ie iding tax end o I Invoice number Bank reference F Invoice date 301711 El A Document date Cl px Currency EUR v Gross amount 0 00 x v Save Cancel 7 The user selects the fields he she wants to update by checking the checkbox in front of each field If the field contains a value but its checkbox hasn t been checked the value won t be saved in the documents If the checkbox is checked but the field doesn t contain a value an empty value will be saved in the documents in the field in question When the user selects Check authorisations and rules the system will check that the provided values are in accordance with defined rules and authorisations When the user selects Confirm duplicates the system will check that documents with the same information haven t been saved in the system before on the basis of duplicate confirmation settings When the user selects Check field validators on save the system will check that the provided values are in accordance with field specifications The Save function will take the information provided in the selected fields to all documents that were selected in the list The Cancel button closes the dialogue for mass changing without saving the provided information 3 12 2 Change locks In the
23. ches documents whose document date date dll is before or exactly 11 December 2007 Document lt gt 11 12 2007 Searches documents whose document date date Ll is not 11 December 2007 Document BETWEEN 1 12 2007 Searches documents whose document date date lee is in December 2007 Document NOT BETWEEN 1 12 2007 Searches documents whose document date date iugum is not in December 2007 Document 11 12 2007 Searches documents whose document date date 12 12 2007 is either 11 December 2007 or 12 December 2007 Document NOT IN 11 12 2007 Searches documents whose document date date 12 12 2007 is neither 11 December 2007 nor 12 December 2007 Document IS NOT NULL Searches documents whose document date Document IS EMPTY Searches documents whose document date The user can combine different fields to form the search criteria For example information can be searched with the vendor number and the date cgi com 4 4 2014 CGI All rights reserved 62014 CGI GROUP INC 116 Rondo R8 04 User guide General v 8 04 002 2 2 Search result In the Results dialogue the user can sort rows change the order of the columns and hide columns The search result is sorted by clicking the column s header In the example below sorting has been made in descending order arrow down according to the invoice date Bank reference Invoice date Document date Currency ovd 29711711 EUR 21711711 21711711 EUF 18111511 18711711 EUR
24. document meme RN 31 Print ihe d CUMEM oes serene see 33 Mass Change sorrires aE TES 35 TANG o E E A edi A E E E O E E E 35 CHE OCK E acs ae a E TE EEEE E E E 36 Popor a E ete eee MEE at ers 38 cic 39 qoo qM 40 cgi com 4 4 2014 CGI All rights reserved 2014 CGI GROUP INC I3 Rondo R8 04 User guide General v 8 04 002 3 16 Generating a document PDF Onine ccccccsseesseeeeeceensseeeseensseeeseeeenseeeseoenseeesseoeess 41 Cgi com 4 4 2014 CGI All rights reserved 2014 CGI GROUP INC 4 Rondo R8 04 User guide General v 8 04 002 1 Overview Rondo is a system for digital document management which is mainly used for the purposes of e electronic archives e paper free approval procedure of documents purchase invoices memo vouchers contracts employment suggestions etc e processing purchase requests and e reporting Features functions and fields in the Rondo system are defined individually for each customer according to their wishes For example locks controlling the functions for making queries and adding and deleting information are defined separately for each user and each function Therefore the Rondo user interfaces may look very different between various users 1 1 Logging in the system The user logs in the system by entering a user na
25. e page number of the open page and the total number of pages are displayed in the bar For example 3 3 means that the document has three pages and page number 3 is displayed The revision field always contains the most recent revision of the page which at the same time indicates the total number of revisions Open the page in new dialogue function 5 opens the page in a new dialogue 3 2 Add a new page to the current document The user adds new pages to the document with the function Lo The new page is added as the last page in the document se Adding page as last Cancel Ah The user searches the document to be added with the Browse button and adds it with the Add button The Cancel button closes the dialogue without adding a new page 3 3 Delete the current document s last page The user deletes pages in the document with the function Lo Cgi com 4 4 2014 CGI All rights reserved 2014 CGI GROUP INC 22 Rondo R8 04 User guide General v 8 04 002 Are you sure you want to delete the last page of the current document Delete Ed Delete Cancel N The system asks the user to verify the deletion The Delete button deletes the last page of the document The Cancel button closes the dialogue without deleting the last page 3 4 Replace the current page with a new one The user can replace an active page with a new page with the button Le Replace XI You are about to replace page
26. em s section Admin Workflow Workflow Both the previous comments and the templates can be made use of when entering new comments in the document cgi com 4 4 2014 CGI All rights reserved 62014 CGI GROUP INC 125 Rondo R8 04 User guide General v 8 04 002 Comments xl My recent comments selvitys This isn t real comment Have to test special or don t kdjdkajdas This isn t real comment Have to test special or don t This isn t real comment Have to test special or don t This isn t real comment Have to test special or don t This is not my invoice Organization s comments Replaced by new invoice Scanned document not readable This is not my invoice Unfounded invoice testing 1 16 16 Save Cancel The comment is entered in the white area in the adding dialogue and attached to the document with the Save function The date and time and the author of the comment are saved automatically If the document contains previous comments the new comment is added with the function Add comments on the current page The previus comments are displayed in the yellow area of the adding dialogue Comments El Add anew comment 30 11 11 09 34 54 333 Administrator Admin Admin Unfounded invoice 30 11 11 09 33 07 003 Administrator Admin Admin This is nat my invoice E The comment is visible on top of the document s page The user can minimise maximise the comment dialog
27. ents routing history by selecting Include routing history When the user checks the radio button No the list won t be included When the user checks the radio button Yes with all columns routing history will be printed as such When the user checks the radio button Yes with selected columns he she can edit the list before printing it and leave out columns Selecting columns is a similar process as with the document list The user can print the document s value history by selecting Include value history When the user checks the radio button No the list won t be included When the user checks the radio button Yes with all columns the value history will be printed as such When the user checks the radio button Yes with selected columns he she can edit the list before printing it and leave out columns Selecting columns is a similar process as with the document list Font type size and line spacing of the printout are defined in the fields for font cgi com 4 4 2014 CGI All rights reserved 62014 CGI GROUP INC 134 Rondo R8 04 User guide General v 8 04 002 The Print function generates a pdf file according to the definitions described above and the system will open the file in a new browser window tab depending on the browser configuration where the user can print the information The Cancel button closes the dialogue without printing the material 3 12 Mass change The user can perform the same action for sever
28. esc gt e 9 D e 0 e e e i 2 e NA a ey e El e gt S 8 2014 CGI All rights reserved 11 4 2014 Karvaamokuja 2 PL38 00381 Helsinki Finland CGI Experience the commitment 8 e LI e a Es B 86 es E e a e eo e a e 0 e g e E S e J e ES El y gt o 4d e 2014 CGI All rights reserved 11 4 2014 Karvaamokuja 2 PL38 00381 Helsinki Finland
29. esult The same method can be used for searching information in all posting fields containing a picklist Valid Value Description 41010 Purchases 01 01 00 31 12 99 41020 Purchases EU 01 01 00 31 12 99 41030 Purchases Import 01 01 00 31 412 99 Rows Hist 41040 Purchases used goods 01 01 00 31 12 99 41050 Inventory Adjustment 01 01 00 31 12 99 b d 1 5 22 Elis T2 41 z 4 v The bank account name can also be used for searching information in the posting function For example the user enters the string purc in the field which will produce all account names containing the string purc as the result The same method can be used for searching information in all posting fields containing a picklist Walid Purchases 0101 00 3112 999 Purchases ELI 0101 00 31 12 99 41030 Purchases Import 01501 00 31 5 1 2 5733 Hist 41040 Purchases used goods 01 01 00 31 12 99 0101 00 31 51235 Description Purchase discounts 2 1 2 Operators in search criteria The following search operators can be used when searching information in the archive workflow folder Criteria XI R Fields Purchase invoice Caseld uM O Purchase invoice header Vendor number 5 Cs E Q Purchase invoice header vendor name v Q gt r Purchase invoice header Invoice date S e Q IN NOT IN LIKE lt gt IS NOT NULL BETWEEN NOT BETWEEN IS EMPTY IS NOT E
30. example below the user will Set locks to documents When the user selects Handle documents the selected locks are only set to documents not pages When the user selects Handle pages the selected locks are only set to document pages not documents cgi com 4 4 2014 CGI All rights reserved 2014 CGI GROUP INC 36 Rondo R8 04 User guide General v 8 04 002 When the user selects Handle both documents and pages the selected locks are set both to document pages and documents Access keys XI Handle documents Set locks O Handle pages O Add and or remove locks O Handle both documents and pages Selected locks are set to all selected documents Available Selected Q Q Select v Select v Lukko View Insert Delete Lukko sal O User F O Admin O lock1 lock2 xx Cl lock3 ga O lock4 Save Cancel 7 The user selects locks that will be set in the Available framework on the left and transfers them to the Selected framework with arrow keys The selected lock can be removed with lt Several locks can be transferred at the same time with double arrow buttons and L The access key settings are saved with the Save button The Cancel button closes the dialogue without saving the changes In the example below the user will Add and or remove locks When the user selects Handle documents the selected locks are only added to removed from documents not pages
31. folders r 67 Send to approval route m n Send to status workflow PO matching Send to status workflow External system workflow m 61 Send to status workflow Export Ll 63 I Reject BE Send to be clarified F1 40 Cam arts Arm Barir Inna Talia Yanmar 417 The View document function opens a document dialogue where the document s image header data and posting will be displayed The document dialogue can also be opened by selecting the document s CaselD number in the list The document will be handled with functions in the document dialogue The selected document is deleted with the function Delete document and document references from all folders The selected document is sent to next processors with functions available in the dialogue under the menu item Send to approval route Status workflows are defined for each workflow separately and the time when the document is sent to the status workflow can be defined to take place at a certain workflow phase In the example above it has been defined that the user has the possibility to send unrouted documents to status workflows PO 5 17 matching External system workflow and Export For example the document is sent to a system outside of Rondo with the function Send to status workflow External system workflow The Reject function sends the document back to the user who Is responsible for document management The user must provide a comment if he she reject
32. ic uetanut te iatendsriundukucsstettieehen au E Eaei 19 Drilling down and grouping eeeeeesseseeseeeeeeennn nnne nennen nnne 19 OOM MN RENE ERR RP P M 19 Drilling down to the lines lsseeeessseseeeeeeeeeennennnnnnnnn nnne nnn 20 mie Nn RR 21 General functions in Rondo ososssenscorunc cundssod ps va Ek ated ds Ipe vwEa BE Fd vada KE tn aixeta 22 Browsing pages and FOVISIONS uuscasucos six Recazacdutuasuud cesa dens vusav E Epe cu Fac OE rMR D v mv MEOS oy TEC Cosi 22 Add a new page to the current document eese cessere rennen nnn 22 Delete the current document s last page scere eres 22 Replace the current page with a new one eeeeeeeeeee eren 23 Display the document details 1 eeee ee Leeeeee eL eeeeee eere eene nenne nnn 24 View Edit comments on the page eeeeeeeee ee eeee enne enne nennen nnn 24 Examine the document s access keys eese eee eeee eren nennen nnn 27 Send the document For your information e eese eee eere rennen nnn 28 Send the document as PDF file by e mail eee eee 29 Download ne
33. in System System maintenance System properties If the session expires the user must log in the system again RONDORS English eng GB w Hep Logi n Type your user name and i password into the areas on the User name left and click login Password Login Have you forgotten your password Your session has expired Please re login 1 3 Closing the system The user leaves the system with the Log out function available in the top right corner of the programme RONDORS Archive Workflow Settings home Mr Asiatarkastaja Susanna Messages About Logout Cgi com 4 4 2014 CGI All rights reserved 2014 CGI GROUP INC 8 Rondo R8 04 User guide General v 8 04 002 1 4 About The About function opens a dialogue where the version number of the current Rondo programme and the information of the software provider are presented About Manuals Manuals Support PRODUCTION A amp S R amp Template Version Rondo R Version 8 04 0000 ALPHA Copyright 2006 2013 COI Karvaamokuja 2 PO Box 38 FI D0381 Helsinki Finland Close The list of Rondo manuals is available in the Manuals link The customer s own support site is available in the Support link User support sites are established outside the Rondo system and references to these sites are defined separately for each instance Each instance may have its own support site Information below the Versi
34. lff Ab Ibm m Gross amount Save Print Close 3 15 Export The user can save the search result as an Excel xls or xisx or CSV file by clicking the Export button above the document list Export results XI Excel format xis Excel format xisx CSV format csv Separator e M O Export Cancel A The search result can be modified and the changes saved e g in Excel If the user selects the CVS format the separator must also be provided Cgi com 4 4 2014 CGI All rights reserved 2014 CGI GROUP INC 40 Rondo R8 04 User guide General v 8 04 002 3 16 Generating a document PDF online Its possible to generate a document page online The PDF can be generated containing static texts images logos and background pdf The ixt file is loaded for the document page containing FO XSL reference and data that will be generated to PDF To make this possible there is need for system binaries for FOP control xsl and for needed images logos and background pdf To allow selection of images in documents basic fields new field Visual is needed in index configuration Internal manual for Admin describes more details how to configure whole function into use cgi com 4 4 2014 CGI All rights reserved 2014 CGI GROUP INC 41 ES Rondo R8 04 User guide General V 8 04 002 e e e de e a B amp 6 es E vil e o 8
35. me and a password The super user of the system is responsible for creating user names RONDORS English engiGB Help Login Type your user name and password into the areas on the User name left and click login Password Login Have you forgotten your password The system s language is selected in the drop down list e g Finnish fin If you want right language it must include in URL And when logging out you mark that link as favourites E g http XXx yy zz cc 8080 rondor8 gui localezen GB http XXx yy zz cc 8080 rondor8 gui locale fi Fl cgi com 4 4 2014 CGI All rights reserved 2014 CGI GROUP INC 5 Rondo R8 04 User guide General v 8 04 002 When the user has entered the user name and the password in the fields in the login dialogue he she can log in the system by clicking the Login button cgi com 4 4 2014 CGI All rights reserved 2014 CGI GROUP INC 6 Rondo R8 04 User guide General v 8 04 002 1 1 1 Forgotten password If the user has forgotten his her password the system will assign a new password to the user with the function Have you forgotten your password When clicking the function the system opens a new dialogue Retrieving lost password RONDORS English enqGB iv Help Retrieving lost password Please enter the username or e mail address you registered User name user with Your account information will be e mailed to you shortly
36. n closes the dialogue without saving the document With Mozilla the location for downloading the file is confirmed with the following notification cgi com 4 4 2014 CGI All rights reserved 2014 CGI GROUP INC 32 Rondo R8 04 User guide General v 8 04 002 Opening 71 EXPORT zip You have chosen to open CI 71 EXPORT zip which is a Winzip File From http localhost 8080 What should FireFox do with this File G Open with WinZip Executable default v Save File C Do this automatically For Files like this from now on 3 11 Print the document When the user clicks the Print document and or comments button BIB the system will open a dialogue where the user can provide the information needed in printing the document The printing function turns the document into a PDF file which can be printed This function doesn t print files in HTML format they are printed with the Print function available by clicking the right button of the mouse Selected Select columns d Include document list F p I Caseld s Move up Minimize t No Yes with all columns Yes with selected columns Organization Lo Can be routed to substitute v Movedown 4 mn 2 v Active document a current page 1 C al pages 1 1 C last page 1 C range Comments v Header docid Include rows I A Selected No Yes with all columns Yes with selected c
37. of the query result The Report function opens the dialogue for defining the report Report results x Header Purchase invoices Unrouted 64 rows Grouping columns Caseld Organization Invoice type Bank account Invoice number Invoice date Document date vl Vendor name Vendor number i Total column sums Caseld Currency amount Gross amount Orientation Portrait C Landscape Font Size Line spacing Times New Roman w 8 v Report Cancel Grouping column s and Total column sums are defined for the report cgi com 4 4 2014 CGI All rights reserved 2014 CGI GROUP INC 38 Rondo R8 04 User guide General v 8 04 002 Orientation of the report printout can be set either as portrait or landscape Font Size and Line spacing used in the report are also defined in the section for font The report is generated by clicking the Report button A PDF report is generated with the Report button An example of a report is presented below Purchase invoices Unrouted 9 rows _ z l 30 11 11 10 02 15 145 Pagel Caseld Vendor name Vendor number Invoice date Gross amount Grouping columns Vendor number Vendor name Cnt 9 101 Wulff Ab 21 Oy Wulff Ab 101 15 06 11 7 777 00 62 101 12 07 11 789 00 65 101 26 08 11 1 000 00 66 101 12 09 11 0 00 67 101 29 08 11 200 00 68 101 12 09 11 60 00 76 101 10 10 11 6 000
38. olumns Select columns J Alv alennus A 3 7 Move up Minimize Av peruste El Created by El Move down Include routing history A Show column selector t No t Yes with all columns te Yes with selected columns Include value history ds n x Show column selector a t No Yes with all columns te Yes with selected columns v 4 n TT Orientation Font Size Line spacing Portrait C Landscapelsl Times New Roman 8 w 10 v The user can include a Document list in the printout according to the search result When the user checks the radio button No the list won t be included When the user checks the radio button Yes with all columns the document list will be printed as such When the user checks the radio button Yes with selected columns he she can edit the list before sending it and leave out columns With the latter selection Select columns will be displayed cgi com 4 4 2014 CGI All rights reserved 2014 CGI GROUP INC 133 Rondo R8 04 User guide General v 8 04 002 Select columns Selected Include document list Caseld a EN Move up Minimize O No Yes with all columns Yes with selected columns Organization Invoice type Move down The user selects the desired columns from the framework in the left and moves them to the Selected framework with the arrow key The order of the selected columns can be changed with Move up and Move down
39. on header contains the Rondo version number and CGl s address data The link www cqgi fi moves the user to Logica s Finnish website cgi com 4 4 2014 CGI All rights reserved 2014 CGI GROUP INC 9 Rondo R8 04 User guide General v 8 04 002 1 5 General vievv 1 5 1 Home page After the user has logged in Rondo the system vvill display the programme s home page initialised vvith the users personal settings and user rights For example the user may only have the right to access the Archive section in which case only the Archive and Settings sections are displayed Home Administrator Admin Messages About Log out 0 tigre cal Home pagi p je 1 16 11 11 Archive nd RONDOR 8 o3 iH Admin 11 10 11 Linkki Show all v Settings Link Select a section to work in ROP e Home page Archive Se The Home page is the main page You can move to other sections from here 0 The Archive section contains your archived documents that you can query 4 TF t s sh tt tically w t tott ection automatically when log in Workflow Admin a The Workflow section contains invoice and other documents workflows i it The Admin section contains all system settings euon Go to this section automatically when log in to tk ction automatically when log in h Settings Link zc The Settings section contains all personal Rondo settings ea The Link section contains external interfaces settings Go to this section automatically when log in
40. own PC button A The function will open the Download dialogue where the user can provide the necessary information for saving cgi com 4 4 2014 CGI All rights reserved 2014 CGI GROUP INC 31 Rondo R8 04 User guide General v 8 04 002 Download x Original pages O Constructed PDF Active document O Document list O current page 2 all pages 1 2 O last page 2 O range 1 Comments Header Info Orientation Portrait J O Landscape Font Size Line spacing Times New Roman viis w 10 xx Download Cancel p With the option Original pages e g the original tiff documents are saved The pages are saved as PDF documents with Constructed PDF option The user can save either the Active document or Document list in the file Current page x saves the document s active page x page number All pages x x saves all pages of the active document Last page X saves the last page of the active document Selected pages of the active document are saved with the selection Range Checking the Comments checkbox means that the document s comments are saved in addition to the actual pages A name for the document to be saved can be assigned in the Header field Orientation of the document can be set either as portrait or landscape Font type size and line spacing of the message are defined in the fields for font The Download button saves the document or the document list The Cancel butto
41. query has been performed to the purchase request table A list of the available grouping functions is displayed by clicking the right button of the mouse Vendor name SUM Gross amount COUNT DISTINCT Docid 2 Suomen Matkatoimisto 48 087 56 3 CX AT Drill down Select group by fields ESPERE S iem Drill down to the lines REM Drill down group by Vendor number 312 8 Drill down group by Vendor number Invoice date 1 1 Drill down group by Vendor number Invoice date Posting amount Drill down group by Vendor number Posting amount Drill down group by Invoice date Drill down group by Invoice date Posting amount Drill down group by Posting amount The Drill down to the lines function opens the search results to a new dialogue in the following way Drill down to the lines 278 rows Y Query criteria info Report Graph Export Portable reque Docid Caseld Vendor name Vendor number Bank account Business ID Withholding tax end date Invoice number Bank reference Invoice date Document date Currency Exchange rate Currency o O 100 000 397 47 Ibm 102 200118 00329081 222 20 06 11 20 06 11 SEK O 100 000 397 47 Ibm 102 200118 00329081 222 20 06 11 20 06 11 SEK O 100 000 397 47 Ibm 102 200118 00329081 222 20 06 11 20 06 11 SEK O 100 000 397 47 Ibm 102 200118 00329081 222 20 06 11 20 06 11 SEK O 100 000 397 47 Ibm 102 200118 00329081 222 20 06 11 20 06 11 SEK O 100 000 397 47 Ibm 102 200118 00329081 222 20 06 11 20 0
42. roup picklist The user s to whom the document is sent FYI is selected in the User picklist The user is transferred to the framework below the picklists with the Add recipient button cgi com 4 4 2014 CGI All rights reserved 2014CGIGROUP ING 128 Rondo R8 04 User guide General v 8 04 002 The Caption field contains the message title vvhich is displayed e g on the recipients home page The actual message to the user is entered in the Message text area The Save button saves the message and sends it to the recipient The Cancel button closes the FYI dialogue vvithout sending the message 3 9 Send the document as PDF file by e mail The user can send the document as a PDF file by e mail with the button a Send email x Select columns Selected Include document list Caseld Move up Minimize Ono Yes with all columns Yes with selected columns Organization wi Invoice type Move down Active document current page 2 all pages 1 2 O last page 2 O range 1 2 Comments Header Include rows ONo O Yes with all columns Yes with selected columns Select columns gt Account type Selected gt Move up Minimize Activity ee Move down lt i Activity area Include routing history No Yes with all columns Yes with selected columns Include value history No O Yes with all columns O Yes with selected columns Orientation Font Size Line sp
43. s a PDF file with the selection Last page x Selected pages of the active document are sent as a PDF file with the selection Range Checking the Comments checkbox means that the document s comments are included in the document A header for the document can be assigned in the Header field Include rows with No selection document rows are not included in the message Selection Yes with all columns the document rows are sent as they are Selection Yes with selected columns the rows are sent having containing only selected colums The document s routing history can be included in the message by selecting Include routing history When the user checks the radio button No history data won t be included When the user checks the radio button Yes with all columns routing history will be included in the message as such When the user checks the radio button Yes with selected columns he she can edit the list before sending it and leave out columns Selecting columns is a similar process as with the document list The document s value history can be included in the message by selecting Include value history When the user checks the radio button No history data won t be included When the user checks the radio button Yes with all columns value history will be included in the message as such When the user checks the radio button Yes with selected columns he she can edit the list before sending it and leave out columns Selecting columns
44. s a document The Send to be clarified function moves the document to the user s own folder for documents requiring further investigation The same functions for handling documents are available in the document dialogue cgi com 4 4 2014 CGI All rights reserved 62014 CGI GROUP INC 118 Rondo R8 04 User guide General v 8 04 002 2 2 2 Vieving a document When the user wants to examine a document in more detail the desired document is selected in the Results dialogue by clicking the CaselD or by selecting the View document function available by clicking the right button of the mouse The system will open a document dialogue where an image of the document as well as the documents header and its row data are displayed The document can be processed further with the functions in the document dialogue Workflow Home Workflow Results Unrouted Document Administrator Kikka Messages About Logout Q s391 o TO Page 1 vn T P P ie m amp 65 dx ga ri dee e gg ies Organization 1000 Root z Can be routed to 7 substitute Invoice type Basic Invoice Vendor name Pop Media Oy w XYZ Consulting Corporation 12345 This Street Vendor number 10009 Mj Bank account FI32578038200795 VI Anytown CA 00000 Invoice Num 1121 ACER El Tel 310 555 1213 Fax 310 555 2121 Mar 26 2005 i admin xyzconsulting com Withholding tax end 30 09 13 Es P 1 of 1 date
45. ue by dragging the framework from the bottom right corner All comments in the document are displayed one after the other with the most recent comment on the top The Cancel button closes the dialogue for adding a comment without saving the provided comment cgi com 4 4 2014 CGI All rights reserved 2014CGIGROUP INC 126 Rondo R8 04 User guide General v 8 04 002 3 7 Examine the document s access keys The user can view and also edit the access keys in the document and in the document s pages by clicking the button Examine document access keys Access keys Document Current page Available Select v Lock O Admin kysely link arc link arc O link arc link arc link doc Cl link doc Ll link doc Selected Select v Lock pinv wf indx d pinv wf indx i LJ pinv wf indx q View o O Insert Delete d O Save Cancel A Access keys protecting the entire document are defined with the functions in the Document tab Access keys protecting the current page are defined in the Current page tab Locks whose access key gives the user the right to view the document are defined in the View column Locks whose access key gives the user the right to add pages in the document are defined in the Insert column Locks whose access key gives the user the right to delete pages in the document are defined in the Delete column The Save button sa
46. ves the changes made in the document s locks The Cancel button closes the access keys dialogue without saving the changes made 4 4 2014 CGI All rights reserved cgi com 2014 CGI GROUP INC 27 Rondo R8 04 User guide General v 8 04 002 3 8 Send the document For your information The user can send the document to a user group or a user FYI with the button The document can be sent either by e mail or as a system message E mail O System message Group User Add recipient All users Esiasiatarkastaja Essi v p User E mail address Esiasiatarkastaja Essi kirsi lahti logica com When selecting E mail as the delivery method the document is sent by e mail The e mail contains a direct link to the document which takes the user to the Rondo login dialogue After the user has entered a user name and a password he she is able to access the sent document The format of the message is as follows Rondo document 107 has been sent to you FYI http localhost 8080 rondor8 gui instanceldentifierzmain amp targetType workflow amp targetldentifierZW D 1 amp caseld 107 More information from routed documents Sender Admin Administrator rondo admin logica com When the message is sent as a System message the message title is displayed in the yellow area on the user s home page which is reserved for system messages The user group which the recipient belongs to is selected in the G
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