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Getting Started

This guide provides essential hints and shortcuts to help you navigate the platform smoothly and maximize your daily activities.

Shortcuts

Logging In to the System

  1. Access the Login Page: Open the web address provided by your organization.
  2. Enter Your Credentials: Input your username and password in the respective fields.
  3. Click 'Log In': Press the login button to access your dashboard.

Quick Tip: Bookmark the login page for faster access in the future.

Accessing Your Worklist

Once logged in, accessing your assigned tasks is straightforward:

  1. Navigate to the Worklist: From the Navigation Panel on the left, click on 'Worklist.'
  2. View Your Tasks: Tasks assigned directly to you, your role, or your group will be listed here.

Shortcut: Use the search function within the Worklist to quickly find specific tasks.

Initiating a New Process

Starting a new process is a core function within Emakin:

  1. Go to the Folders: In the Navigation Panel, select 'Folders.'
  2. Choose the Relevant Folder: Find the folder related to the process you wish to initiate.
  3. Initiate the Process: In the workspace, you'll find buttons for initiating tasks of each process. Click the relevant button and fill out the necessary information.

Remember: The process options available to you will depend on your permissions and role within the organization.

Setting Delegation

To ensure your work is covered during your absence:

  1. Access Calendar: Find and click the 'Calendar' button in the Navigation Panel.
  2. Select 'Dates': Choose the dates during which you will be absent.
  3. Choose 'Delegate': Select a colleague to delegate your tasks to and set the delegation period.

Tip: Regularly review and update your delegation settings to reflect any changes in your availability or team structure.

We hope these hints and shortcuts will help you quickly become familiar with Emakin. To explore the platform's features in more detail and understand how Emakin can enhance your workflow, please explore the **User Interface ** section. Our comprehensive documentation is also available for your reference, and our support team is ready to assist you with any questions.

Welcome to Emakin, and we wish you a successful experience with our platform!