Order Module
The Order screen is an order management system that allows users to request asset from another team member within the organization. Custom orders can be quickly created and submitted for assets to be worked on an uploaded into Axis.
Note: Once a request is submitted, an approval process is initiated and the request is assigned to an individual to create the asset, such as Graphic, or Animation.
The Order screen is broken down into three sections:
- Create Order
- Order List
- List Columns
The screens can all be accessed from the Order dropdown menu.
Let's Begin by clicking on Order button to open the dropdown menu.
Use this form to create a new order. This option is only available if the user has a workflow role which has Create Order permissions.Β
- Click Create Order button.
- The Create Order page opens.
- Enter a unique name in the Title field.
- Select yourself as Originator.
- Select a deadline for the order if needed.
- Choose a Priority Level.
- Select a Project to assign.
Once ALL required fields are complete, next step is to add an item to the order.
- Click Add Item button to open the new screen.
- Select the Asset Type.
- Enter a Title for the Item.
- Select a Media Format.
- Type a description of the asset requirements. This description will be reviewed by the assignee, make sure to include all of the details.
- Click Add Item button.
- Click Save and Submit buttons on the next screen.
- At this point we have created a new order, but still need to assign it to someone.
- The Order List screen will open automatically.
Now that we have created a new order, the user can assign it to a Designer.
The Order List shows the user all the Order currently in the system for projects that the user has rights to.Β There is an Advanced Search tool to search by any field in the Order.Β Sorting can be done by Column and by ascending/descending order.
The Order List filters consist of the following fields:
- Viewing
- Load Saved Filter
- Search By
- Go to order
Assign Order to a Designer:
- Click the Unassigned link in the Assigned To column.
- Select the individual that will work on delivering the asset for this order.
- Click Save button.
Note: The Order is now assigned to a Designer and will populate in Axis on their end.
Note: The assigned Designer will be able to view the description, and attachments in the submission.
- Click on the Name in the Assigned To column, to open the User Information screen.
This page allows the user to select which columns to display, and in what order.Β The column headings can be dragged up and down the Hidden and Visible columns row to select the desired view.Β
Once desired columns are selected.
The saved Visible columns will load on the Order List Page.
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