Business UserOperationGuide

Use简道云CompleteDay常业务Operation

🎯 Learning目标

2DaysMasterDay常业务Operation,熟练Use简道云Complete工作Task

Number据录入Role

  • • SpecificationCompleteFormFill
  • • 正确on传Attachment
  • • Fast排查Submit异常

ApprovalRole

  • • 熟练处理ApprovalProcess
  • • 精准FillApproval意见
  • • EfficientComplete转签Operation

Number据ViewRole

  • • Master多records件Query
  • • 熟练Report解读
  • • Efficient提取业务Number据

✅ 考核Standard

能独立CompleteFormFill、Approval处理、Number据QueryExportetc.Day常业务Operation

🗓️ 2DaysLearningPlan

Day 1

FormFill → Attachmenton传 → Number据Query

预计LearningTime:2-3Hours

1 FormFillSpecification(1Hours)

  • • LoginSystem,Find待FillForm
  • • Understand必填items&选填items
  • • Master各categoriesFieldType(文copies/Number字/Date)
  • • Learning子FormFill(如Reimbursement明细)

2 Attachmenton传技巧(30Minutes)

  • • Supportof文件Type(JPG/PDF/Word/Excel)
  • • 文件大小限制(20MB)
  • • 多itemsAttachmentBatchon传
  • • 移动端拍照on传

3 Number据Query(30-60Minutes)

  • • View自己SubmitofNumber据
  • • UseFilter器Query
  • • Number据Sort&分页
  • • ExportExcel/PDF
Day 2

Approval处理 → 移动端Operation

预计LearningTime:2-3Hours

1 Approval基础Operation(1Hours)

  • • View待Approval事items(待办Task)
  • • 仔细阅读FormInfo
  • • 同意/拒绝Approval
  • • FillApproval意见

2 AdvancedApprovalOperation(30-60Minutes)

  • • 转签Operation(委托他peopleApproval)
  • • 抄送相关people员
  • • ViewProcess流转历史
  • • 处理驳回afterof重新Submit

3 移动端Practice(30-60Minutes)

  • • 微信小程序/APPLogin
  • • 移动端FormFill
  • • 移动端Approval处理
  • • Message提醒Settings

💡 技巧: Suggestion开启微信Notification,and时处理Approval事items,避免Process积压

📚 Learning ResourcesSummary

通用基础Operation

1 FormOperationSpecification

  • • Field格式要求Understand&遵守
  • • Attachmenton传Specification(文件Type/大小限制)
  • • 必填itemsFill要点
  • • 异常Submit排查(格式/网络/Permission)

2 ProcessApprovalOperation

  • • ApprovalNode处理Steps
  • • 转签/抄送OperationSpecification
  • • Approval意见SpecificationFill
  • • ProcessStatusTrackingQuery

3 Data Management基础

  • • 多records件组合Query
  • • Number据Sort/分页/收藏
  • • Excel/PDFBatchExport
  • • 历史Number据追溯

4 多端CollaborationOperation

  • • 移动端Operation(微信/APP/第三方Integration)
  • • FormFill&Attachmenton传
  • • 离线Number据Synchronization
  • • MessageCollaboration&Task提醒

Industry专itemsScenario

行政办公Scenario

  • • Leave申请
  • • ReimbursementApproval
  • • 固定资产领用
  • • 会议预约

HR ManagementScenario

  • • EmployeeInfo登记
  • • Attendance打卡
  • • RecruitmentProcessTracking
  • • Performance申报

SalesManageScenario

  • • CustomerInfo录入
  • • 跟进RecordFill
  • • SalesNumber据Statistics
  • • 合同Approval

ProjectCollaborationScenario

  • • Task分配
  • • ProgressTracking
  • • 成果Submit
  • • ProjectCost登记

OfficialLearning Resources

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