Overview

The Operations module in Caddayn Biller is used to manage and organize operational activities through workflow templates, job cards, tasks, task boards, task types, and milestones.

It provides a centralized area for creating and managing work-related activities, assigning tasks, tracking progress, and organizing operational processes.

Users can access the Operations module from the main navigation panel.

Accessing Operations

To access the Operations module:

1. Log in to Caddayn Biller.

2. From the main navigation panel, click Operations.

3. The Operations menu is displayed.

4. Select the required option from the available operations features.

The Operations menu contains the following options:

• Workflow Template

• Job Cards

• Tasks

• Task Board

• Task Type

• Milestones

Interface Overview

The Operations section provides different tools for managing business workflows and tasks.

Workflow Template

The Workflow Template option is used to define and manage predefined workflows for operational activities.

It can help users organize a series of activities that need to be completed as part of a particular business process.

Job Cards

The Job Cards option is used to manage individual jobs or work activities.

A job card can be used to maintain information related to a specific piece of work and track its progress through the operational process.

Tasks

The Tasks option is used to create and manage individual work items.

Tasks can be used to define specific activities that need to be completed as part of a job or workflow.

Task Board

The Task Board provides a visual way to view and manage tasks.

It can be used to organize tasks based on their current status or stage and helps users track the progress of operational activities.

Task Type

The Task Type option is used to create and manage categories or types of tasks.

Task types help users classify tasks according to the nature or purpose of the work.

Milestones

The Milestones option is used to define important stages or checkpoints within an operational process.

Milestones can help users track significant points in a workflow and monitor progress toward completion.

Operations Page Controls

The screen also displays controls at the top-right area of the page.

Refresh

The Refresh button is used to reload the latest information displayed on the page.

Users can use this option when they want to retrieve updated information from the system.

Submit

The Submit button is used to submit the relevant information or action from the current screen, where applicable.

Download

The Download button is used to download the available information or report from the current page, where supported.

Information

The Information (ⓘ) icon can be used to access additional information or guidance related to the current screen.

No Data Available

In the displayed screen, the main content area shows:

“No Profit & Loss Found”

This indicates that there is currently no Profit & Loss information available for the displayed view.

When no relevant data is available, the system displays an empty-state illustration along with the corresponding message.

Note: The message shown in the screenshot is related to the current page/data view. It indicates that no Profit & Loss records are available in the displayed section.

Notes

• Operations is used to manage business workflows and operational activities.

• The Operations menu contains Workflow Template, Job Cards, Tasks, Task Board, Task Type, and Milestones.

• Workflow Template helps define reusable operational workflows.

• Job Cards are used to manage individual jobs or work activities.

• Tasks are used to manage specific activities that need to be completed.

• Task Board provides a visual way to organize and track tasks.

• Task Type is used to categorize different types of tasks.

• Milestones are used to define important stages or checkpoints in a workflow.

• The Refresh option can be used to load the latest information.

• The Submit and Download options are available on the displayed screen for the applicable actions.

• If no relevant data is available, the system displays an appropriate empty-state message.