Business UserOperationGuide

UseJianDaoYunCompleteDayroutineOperation

🎯 Learninggoal

2DaysMasterDayroutineOperation, practicedUseJianDaoYunComplete(of a machine) operateTask

data entryRole

  • • SpecificationCompleteFormFill
  • • properlyuploadAttachment
  • • Fastrun through a checklistSubmitexceptions

ApprovalRole

  • • skillful handlingApprovalProcess
  • • accurateFillApprovalcomment
  • • EfficientCompletetransfer a visaOperation

dataViewRole

  • • Mastermulti-criteria query
  • • practicedReportdecode
  • • EfficientWithdrawal operationsdata

✅ check up onStandard

be able to carry out a task independentlyCompleteFormFill, Approvaldeal with, dataQueryExportetc.DayroutineOperation

🗓️ 2DaysLearningPlan

Day 1

FormFill → attachment upload → dataQuery

envisageLearningTime:2-3Hours

1 FormFillSpecification(1Hours)

  • • LoginSystem, find forms pending completion
  • • Understandmandatory fielditems&optionalitems
  • • Mastervarious categoriesFieldType(text/data field/Date)
  • • LearningSubformFill(e.g. Reimbursementclear and detailed)

2 Attachmentontransmission technique(30Minutes)

  • • SupportoffileType(JPG/PDF/Word/Excel)
  • • File Size Limit(20MB)
  • • multiple attachmentsBatchupload
  • • Mobile Photoupload

3 dataQuery(30-60Minutes)

  • • ViewoneselfSubmitofdata
  • • UseFilterQuery
  • • dataSort&tab window (in a web browser etc)
  • • ExportExcel/PDF

Learning Resources: businessUserOperationGuide | FormFillTutorial

Day 2

Approvaldeal with → mobileOperation

envisageLearningTime:2-3Hours

1 ApprovalinfrastructuralOperation(1Hours)

  • • View pending approval items(pendingTask)
  • • readFormInfo
  • • agree with/rejectionApproval
  • • FillApprovalcomment

2 AdvancedApprovalOperation(30-60Minutes)

  • • transfer a visaOperation(commissionpeopleApproval)
  • • Cc (for email)staff
  • • ViewProcessHistory of circulation
  • • Handling of rejectionsafterofreconsiderSubmit

3 mobilePractice(30-60Minutes)

  • • WeChat small program/APPLogin
  • • mobileFormFill
  • • mobileApprovaldeal with
  • • MessageremindersSettings

💡 skill: SuggestionOpen WeChatNotification, andcurrent stateapproval items, avoidsProcessarrears of work

📚 Learning ResourcesSummary

official tutorial

PracticeResources

Common GroundOperation

1 FormOperationSpecification

  • • FieldFormatting requirementsUnderstand&comply with
  • • attachment uploadSpecification(fileType/size limit)
  • • mandatory fielditemsFillpivot
  • • exceptionsSubmitrun through a checklist(specification/reticulation/Permission)

2 ProcessApprovalOperation

  • • ApprovalNodedeal withSteps
  • • transfer a visa/Carbon Copy (for email)OperationSpecification
  • • ApprovalcommentSpecificationFill
  • • ProcessStatusTrackingQuery

3 Data Managementinfrastructural

  • • multiple conditionsQuery
  • • dataSort/tab window (in a web browser etc)/favorite
  • • Excel/PDFBatchExport
  • • historiesNumbertraceable

4 multifariousCollaborationOperation

  • • mobileOperation(microsoft/APP/particular purposeIntegration)
  • • FormFill&attachment upload
  • • offline (computing)dataSynchronization
  • • MessageCollaboration&Taskreminders

industry-specificScenario

executive officesScenario

  • • Leaveapplication (form etc)
  • • ReimbursementApproval
  • • Fixed asset utilization
  • • Meeting Reservations

HR ManagementScenario

  • • EmployeeInforegister (one's name)
  • • Attendanceclock in or out (of a job etc)
  • • RecruitmentProcessTracking
  • • Performancedeclare (to customs)

SalesManageScenario

  • • CustomerInfoinput (computer)
  • • supplementaryRecordFill
  • • SalesdataStatistics
  • • (business) contractApproval

ProjectCollaborationScenario

  • • Taskallocate
  • • ProgressTracking
  • • results-basedSubmit
  • • ProjectCostregister (one's name)

OfficialLearning Resources

businessUserOperationGuide

OfficialManual

incompleteofbusinessOperationProcessDescription

→ ViewOperationGuide

ProcessApprovalOperationGuide

ApprovalSpecification

ApprovalProcessOperationSpecification&skill

→ LearningApprovalOperation

dataQuery&ExportTutorial

dataOperation

dataQuery, Filter, ExportincompleteTutorial

→ ViewdataOperation

Dashboardeach otherOperationGuide

Numbervisualization

DashboardView&each otherOperationmethodologies

→ LearningNumbervisualization

mobileOperationManual

multifariousCollaboration

mobileOperationGuide&skill

→ ViewmobileOperation

commonly seenBusiness ScenarioSolution

IndustrySolution

various industriesBusiness ScenarioBestfulfill

→ ViewIndustrySolution

Enhance your businessOperationefficiency

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