Basic Terms

These terms appear throughout the manual and in the application. The examples are based on the order process that the manual uses in its screenshots.

Processes

TermMeaningExample
TemplateThe definition of a process: steps, forms, assignees, rules, prints and automations. It is designed by a template administrator.Purchase Order template
HeaderThe entry point of a template from which cases are created. One template can have several headers, for example for different companies or branches, and each can be available to different people. In the New Case window, you select a header.Purchase Order header
CaseOne specific run of a process based on a template. It has a name, an owner, a status, variables, documents and a history.Order TAS-PO-202610-0003 – office supplies
Case ownerThe user who created the case or to whom it was handed over. The owner is responsible for the case and sees it among their cases.Klára Benešová
Case statusThe phase the case is in. Statuses are defined by the template.For approval, Delivery in progress
VariableA piece of data stored in the case: text, number, date, selection from a list, table or documents. Variables are filled in on task forms.Supplier, Cost center, Order items
DocumentA file attached to a case or task, for example an order PDF or an invoice. Documents have versions and can be searched across cases.Objednávka.pdf

Tasks

TermMeaning
TaskA step in a case. A user task is completed by a person in a form; an automatic task is performed by TAS itself (calculation, e-mail, print, integration with another system).
AssigneeThe person who is to complete the task. The template determines the assignee by a rule, for example the case owner, the supervisor, a role, an organizational unit or a user from a variable.
Task to pick upA task intended for a group of people. Whoever takes it over first completes it.
CompleteTo finish a task. The case then moves on to the next steps. You can save a task in progress at any time and complete it later.
Hand over / Take overTo hand a task over to another user, or to take over a task that is available to pick up.
DeadlineThe date by which the task is to be completed. A task past its deadline is considered escalated.
SupervisorThe user who oversees the task. The supervisor can assign the task to an assignee and receives an overview of escalated tasks.
InstructionsGuidance for the task from the template administrator, shown directly in the form.

People and permissions

TermMeaning
UserA person with an account in TAS.
RoleA set of permissions: what the user can create, see and do. A user can have several roles.
CompetenceA permission assigned to a user automatically according to rules, for example based on their organizational unit.
Organizational unitA department in the company structure. It has its own manager, from whom TAS derives the user's superior.
SubstitutionTemporarily handing over your agenda to a colleague during an absence.
AdministratorA user with a system role that gives access to system administration.

Working with data

TermMeaning
OverviewA saved table of cases with selected columns, filters and sorting. Overviews can be shared and subscribed to by e-mail.
ReportA chart or statistic based on an overview.
DashboardThe home screen made up of widgets, which each user can customize.
NewsA message from the administrator shown in notifications, on the dashboard or directly in a task.
EventAn action that can be run on a case outside its normal flow, for example cancelling or changing an order. Events also create cases from other systems.
ScheduleRegular automatic creation of cases, for example every month.

Case variables, history and graph

Uploading Documents, Folders and Revisions
Syca (opens in a new tab)

Powered by HelpDocs (opens in a new tab)