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Finance report management using EasyRedmine.com (Report record fields …
Finance report management using EasyRedmine.com
Output
Assignee
get emails with report assignments with due date
get emails with updates made to report record by Finance
get emails with auto-reminders with date due
access only to their part of the project
Finance
get emails when something changes
documents uploaded
status of the report record
feedback requested
assignment changed to Finance (for review, feedback and to be marked as complete and closed)
full access to all report records, dashboard and graphs
Auditors
: temporary read only access to report records
other users
: custom access rights depending on roles
CEO
: Full access to all projects
Input
assignees and Finance
upload events records
upload agreement variations
update report status
set % complete
upload meeting minutes
upload letters
Assignees can update report record
Finance can Create, Update, Close report records and group them
Report record fields
set assignees
set due dates
upload documents
set status
% complete
checklist
log of changes with timestamps and names
track time spent
add notes
links (for online documents on OneDrive or to other Internet sources)
images (for screenshots and photos)
Private flag (for assignee to handle subtasks internally without notifications or interaction with others)
set Milestone
Features
Customisable Dashboard for quick overview
Custom Notifications
Tasks grouped into Projects
Interactive Gantt charts
Milestones
Wiki (for reference and how-tos)
User activity log (who did what and when)
Approval workflow
links
https://www.youtube.com/watch?v=I9lzEK_QMU8&feature=youtu.be
https://www.youtube.com/watch?v=BC4oF2ud29o&list=PLzh9TE6OMQ2KGF_gK--sJhvJcWVl0v3I3&index=2
Other uses
HR (onboarding, offboarding)
WHS (issues)
Admins
Managers
Staff collaboration
IT Helpdesk
General issue tracking
Projects