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  4. User Guide (v2.3)

03: Order

Overview

The Order module is an order management system that allows users to request an 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 can be assigned to an individual to create the asset, such as a graphic or an animation.

The Order module has three sections:

  • Order List
  • Create Order
  • List Columns

AXIS_Order.png

Create an order

  1. Click Order to open the menu.
  2. Click Create Order.
  3. Type a unique name in the Title field.
  4. Select yourself as Originator.
  5. Select a deadline for the order, if needed.
  6. Select a Priority Level.
  7. Select a Project to assign.
  8. Click Add Item.
    1. Select the Asset Type.
    2. Type a Title for the item.
    3. Select a Media Format.
    4. Type a description of the asset , including details and requirements, which will be visible to the assignee.
  9. Click Add Item.
  10. Click Save and Submit.

AXIS_Order_Create.png

AXIS_Order_CreateOrder_AddItem.png

After the order has been created, it can be assigned to someone from the Order List screen.  

Assign an order to someone

  1. Go to the Order List.
  2. Find the order that needs assigned.
    1. To find an order, use sorting and filtering.
  3. Click the Unassigned link in the Assigned To column.
  4. Select the person/designer that will work on delivering the asset for this order.
  5. Click Save.

After the order is assigned to a person, they can see the request in Axis, including the description and the attachments.

Find and monitor orders

The Order List displays all of the current orders for projects you have access to. The list can be searched by applying filters and sorting.

Customize columns shown in the list of orders

  1. Go to Settings to customize which columns to display 
  2. To select which columns should appear on your Order List, drag column options from Hidden columns to Visible columns.
    1. Note: Sort options are the same as column options.
  3. Click Save.

Sort the list of orders

Columns display based on the visible columns selected in the Order List setting, Click a column header to change the sort order between ascending and descending. 

Column options:

  • Assigned to – the person who receives the order request to fulfill it
  • Created at –  the date and time the order was created
  • Custom dropdown – descriptive info about the order
  • Custom textbox – descriptive text about the order
  • Deadline – the due date assigned to the order by the submitter
  • ID – a numeric tracking number for the order
  • Originator – the person who the order is intended for (might be different from the submitter)
  • Points used – the amount deducted from the balance for the order
  • Priority – the urgency assigned to the order by the submitter
  • Priority (Queue) – the sequential order that the order list should display
  • Project – the name of the corresponding project
  • State – the current status of the request
  • Submitter – the person who created the order
  • Title – the descriptive name of the order

Filter the list of orders

The list of orders displayed can be narrowed by using filters.

Filter options:

  • Search by – select the date type for the subsequent date range 
    • Date range – select a time frame of orders to display
  • Go to order – select a specific order to display
  • Advanced filter – apply additional sorting and filtering operations