Additional reference

Reference whose requisite values are used in hints to system objects or in additional requisites of other references.

Additional requisite

Requisite of additional reference that is used while working with the current reference.

Administrator

Person employed to maintain and configure DIRECTUM system according to the business processes of the company. Administrator has privileges that are required to perform actions in the system, for example, the Manage access rights privilege.

Administrator (in narrow sense)

Person who is a member of the Administrators group specified in the User Groups component and has all privileges to perform actions in the system.

Analytical report

Report that helps you analyze information from selected source of data.

Archive object

System object that is rarely used in daily work. Such objects are moved to a system archive. This storage process occurs automatically according to the rule set by system administrator. Documents, tasks, reference records can be archived. By default, archive objects are not used in search results, whereas archive reference records are not shown in the list of records.

Control job

Job that comes to the initiator of the task after the performers completed their jobs. The initiator can accept this job or send it for revision.

Document

DIRECTUM object, consisting of a card and the content. The card stores the values of main requisites, such as title, author, date and document number. The content has the format of the editor in which the document was created. It may be either text, graphic or audio information.

Document local copy

File copy saved on the user's computer in case of failures which is deleted after closing the document.

Document version

Variant of a document. Each document version has a particular state: in design, actual, and obsolete.

Folder

Structural DIRECTUM element, containing links to documents, tasks, jobs, components and other folders.

Folder cover

Tab in the folder content area that displays folder information and its content.

Hierarchy

Grouping order of the reference records that allows you to display them as a tree. Reference records are grouped by values of the "Reference" type fields.

Hierarchy tree

Form of displaying the system data according to the hierarchy rules.

Integrated report

Report created from a particular reference using its data.

Job

Part of the work passed to one of the task performers.

Leading job

Job from which subtasks are created. This job is the leading one towards its subtasks and can have its main or leading task as well.

Leading task

Task from which subtasks are created. This task is the leading one towards its subtasks and can have its main or leading task as well.

Link

Object pointing to DIRECTUM documents, tasks, jobs, folders or components. Each document, task, job, folder or component can have several links.

Main task

Task of the task family which does not have the leading task.

Notification

Job that comes to the performer and does not require any action in the system. The performer may just take into consideration the information.

Observer

Employee who should be kept informed of the work done. An observer receives a notification of the task you are sending and can perform actions on the task, for example, create subtasks.

Plug-in

Set of software components that adds specific abilities to a larger DIRECTUM software application.

Privilege

User right to perform a particular action and work with system objects. Privileges are assigned by administrators to individual users or user groups as part of system security settings.

Quick search

Search that begins to display results as soon as a keyword is entered. When you enter criteria, objects in the current view are automatically filtered to show only those that match what you typed.

Reference

DIRECTUM component intended for handling structured information.

Reference record

Structural item of the DIRECTUM reference.

Report

DIRECTUM object that allows you to view and analyze information organized according to your specifications. Reports open in external applications.

Role

A collection of users united by a characteristic, for example, by the tasks that the user can perform.

Rule

One or more actions, automatically performed over the received jobs, control jobs, notifications, or started tasks, that meet certain conditions, with the possible exceptions.

Search folder

Folder collecting items that match specific search criteria.

Search requisite

Reference requisite used while searching reference records by text fragments. Any requisite of the current reference or an additional requisite can be a search requisite except the requisites of the Text or Pick type.

Shadow copy

Document content copy, created after changing the document content.

Special search

Searching by certain criteria values.

Standard route

Set of task property values and a route scheme. It describes a typical business process or interaction pattern. It can be used many times.

Status

Colored mark displayed in the list of objects.

Subtask

Task created from another task or job in DIRECTUM. The difference between the subtask and regular task is that the text of the subtask and all its jobs is available in the card of a parent task or job.

System Explorer

Main window of the system, from which a user reaches the DIRECTUM objects and performs various actions. Explorer opens after logon.

Task

Part of the work that must be performed. Each task is created by initiator and is sent to performers. In the task card, you can find the following information: initiator, performers, the order of completing the work, and the deadline.

Task family

Generalized name for tasks and jobs created to perform a particular part of the work. Task family includes one leading task, its jobs, and subtasks.

Task observers

Users who should track the work described in the task. They receive notifications after the task start.

Task route

List of performers on a task with specified order and the tasks deadlines.

Task tree

Way of displaying text in the task and job. The main task is displayed with all its subtasks and jobs as a tree.

Tree node

Node in the reference records hierarchic tree.

Type of job

Description of a job according to its purpose. There are three types of job: Job (in the narrow sense), Notification and Control job.

User

Employee working with DIRECTUM.

User profile

Web Access settings for a specific user. For example, regional settings, recently opened documents, column width in the list of reference records.

Web Access

Software tool designed for working with DIRECTUM via Internet browsers.

Web Access Agent

Standalone application installed on your computer that allows you to extend functionality of Web Access site.

Web Access Explorer

The main page providing access to DIRECTUM objects.

Web Access site

Web site designed for working with DIRECTUM via Internet browsers. Web site URL is defined by system administrator.

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