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444 total results found

Declining of practice

Best practices for Bitrix24 Actions with Practices

To decline a practice, click Approval in the practice menu and click Decline in the practice card. After rejecting a practice, the status changes to "Declined".

Approval of practice

Best practices for Bitrix24 Actions with Practices

The approver will have "Approve" available in the menu. When click the Approve button the practice card opens and the following buttons are available:  Approve Send back for coordination Send back for revision Decline

Assigning tasks

Best practices for Bitrix24 Actions with Practices

Once the practice is approved tasks can be assigned to it. This can be done:   From the main page. From the idea card. Only the Approver can assign tasks. Tasks are assigned only to approved practices.  When you click on the "Set task" button a windo...

Moving a practice to the archive

Best practices for Bitrix24 Actions with Practices

Only approved practices can be moved to the archive. It can be moved to the archive by: the application moderator or the Bitrix24 portal administrator. When moving to the archive, a notification will appear: If you move it to the archive, it will not be ...

Deleting a practice

Best practices for Bitrix24 Actions with Practices

Any practice can be deleted at any time. It can be deleted by: the author of the practice, the moderator of the application or the administrator of the Bitrix24 portal.

Adding a practice to favorites

Best practices for Bitrix24 Actions with Practices

To add a practice to your favorites click in the list of ideas "Add to favorites" To view your favorites click Favorites

Add/Remove Moderator

Best practices for Bitrix24 Settings

To add/remove a moderator open settings-moderators. Click “+” to add a new moderator to the list. Click Save button. To remove moderator click "Delete". Click the Save button. Moderatos can perform the following actions: Delete, edit, archive any appro...

Adding and editing a category

Best practices for Bitrix24 Settings

To add a category open Settings - Categories. To add a category enter category name and click Add. To add subcategories select a category, enter the name of new subcategory in the Subcategories field and click Add. To save changes click the Save button.

Adding a coordination route

Best practices for Bitrix24 Settings

You can add coordinators and approvers to any category. Open Settings - Categories and click on the element "Approvers"  For coordination coordinators are added to the list of coordinators with a plus sign on the right.     When adding a practice, if an...

Restricting access to practice categories

Best practices for Bitrix24 Settings

Moderator has the ability to restrict access to certain categories of practices. Access is restricted through categories. When selecting employees or departments to whom a given category of practices is available, the corresponding employees will see these pra...

Changing criteria

Best practices for Bitrix24 Settings

Application has three pre-installed evaluation criteria - Applicability, Realizability, Performance. Open Settings - Criteria, you can edit them, delete them or add new ones.

Change name of the application

Best practices for Bitrix24 Settings

The app name is the title that appears above the practices list. You can change the app name by opening Settings - Other. You can also remove the app name by deleting the text in the App Name field.

Selecting departments that can see messages in their live feed

Best practices for Bitrix24 Settings

In Settings - Other you can select departments for which messages are placed in the live feed

Archive access

Best practices for Bitrix24 Settings

In Settings - Other you can determine who can have access to the practices archive - only moderators or all users.

Application roles

Best practices for Bitrix24

The following roles can be attached in the app: User that can add practices as an author, and coordinate and approve practices if chosen as Coordinator and/or Approver by the author of the practice; Portal administrator having access to the app settings, a...

Practice Statuses

Best practices for Bitrix24

 There are the following practice statuses: “Draft” is created by clicking “Save” button.  It is displayed only to an employee who added the practice; “On coordination” status is given by clicking “Post” button. It is displayed only to an employee w...

Reports

Best practices for Bitrix24

Reports can be accessed by the app moderators and Bitrix portal administrator by pressing   The following reports are available Total number of practices. Shows the number of practices added within specified period. Staff activity. Shows staff activit...

Availability of practices for comments by all employees

Best practices for Bitrix24 Settings

The application allows you to set up two modes of commenting on practices by all employees: At the time of sending the practice for approval; At the time of approval of the practice. When making changes, do not forget to click on "Save", otherwise the...

Главная страница

Извлеченные уроки для Битрикс24

Главная страница приложения выглядит следующим образом: Для обычного сотрудника: Для администратора портала Битрикс24 и модератора приложения:  На Главной странице представлены следующие элементы (данные элементы видны и доступны всем сотрудникам Ваше...

Добавление урока

Извлеченные уроки для Битрикс24

При нажатии на элемент  открывается Карточка добавления урока. У всех сотрудников она одинаковая и выглядит следующим образом: Карточка содержит следующие элементы и поля:  - возврат к списку уроков (без сохранения внесённых изменений), на Главную стр...