ET - What is the Processing Space?

1. What is it?

The Processing Space is the place where the inter-administrative procedures of your entity to which you have access are managed. The procedures are classified into different trays: trays of completed procedures and trays of procedures that have not yet been completed.

2. What requirements do you need to access it?

You need to have the basic permission assigned within EACAT Procedures.

3. How can you access it?

Access EACAT > Press the file_copy icon in the left menu.

4. What structure does it have?

The Processing Space includes the following elements:

1. Trays to organize paperwork
2. Favorite searches , to speed up the most frequent searches, and advanced word search with various filters.
3. Filter bar
4. Results , which is the list of procedures that meet the established search criteria.

• Exporting results , from the ... icon, you can export search results to a .csv file.

When you select a results procedure , you have access to the following information and options:

• File information
  
  • Service title
  • Issuer of the procedure
  • File number in your entity
  • If you click on any of these fields, the file details appear. You can also access them from the icon ...
• File procedures appear in an orderly manner and with the basic registration information (registration number in our entity, date, time and name of the procedure)
• Procedure information
  
  • Processing history low_priority , shows the procedures prior to the selected one and their responses.
  • Registration information: number, date and time
  • Name of the procedure
  • Procedure details arrow_drop_down , with the following registration information:
    
    • From: entity issuing the procedure.
    • For: entity receiving the procedure.
    • Date and time: date and time when the procedure was registered in the corresponding register.
    • Check-in:
    • Check-out
    • Case ID
    • Procedure ID
      
  • Additional functions regarding the procedure:
    • Download the procedure documentation
    • See the attached documentation
    • Consult the history of changes in the status of the file, by pressing the icon
    • Link to access the viewing of the file in the EACAT Classic.
    • Respond, by clicking on the button that you will only find when the procedure has an answer.

Additionally, from the ... icon , you can access the details of the file :

• Basic information: title of the service and recipient.
• Download download
• Share group
• See visibility service
• File number in your entity
• Assign responsible person

You can also take actions directly related to the procedure :

• Answer switch_access_shortcut
• Download documentation download , attached to the procedure
• Show processing history low_priority
• Print the procedure print

5. What are the procedure trays?

The trays are used to organize the procedures to which you have access. We can group them into:

• Trays with completed procedures:
  • Inbox receipts , contains the procedures that your entity has received, that is, the entries.
  • Sent outbox_alt , there are the procedures that your entity has sent, that is, the outgoings.
  • Received and sent file_copy , groups the procedures that your entity has received and sent, that is, the inputs and outputs.
• Trays with pending procedures , which are currently being sent to EACAT Clàssic so that they can be completed.
  • Drafts , contains the procedures you have created and on which you are still working.
  • To sign draw , it contains the procedures pending signing.
  • In queue, it contains the procedures that have not yet been completed due to technical issues.

6. What is the search engine used for?

The search engine provides quick access to the procedures you have already processed, allowing you to efficiently search for any specific information you need.

The Processing Area has two types of search engine:

• The basic search engine search , which allows you to search by entering keywords related to the procedure you are looking for. You can select to search on one of the following fields: subject, registration number, file number and procedure identifier.
• The advanced tune search engine, which allows you to perform more precise searches using various filters.

For more accurate and relevant results, use both search engines and the filters in the filter bar.

7. What is the function of the filter bar?

The filter bar is used to limit the number of results and make it easier for you to find the procedure you need. The filter bar contains most of the filters available in the advanced search engine, which are:

• Period today : Start and End
• Shared with me group , which indicates the files that have been shared with me.
• Responsible account_circle , is a drop-down filter with the options: everyone, I am responsible and I am not responsible for the file.
• Folder service to which the procedure belongs.
• Sender/Receiver/Interested party account_balance : we use these terms to refer to the entity involved in a procedure, depending on the tray in which we are working:
  • In the Receipts tray, Issuer is the entity that sends the procedure.
  • In the Sent tray, Receiver is the entity that receives it.
  • In the Received and Sent tray, Interested Party is the entity that can issue or receive the procedure.

You can also access Advanced Search from the filter bar, where you will find additional drop-down filters such as:

• Territorial demarcation , which is the territorial scope of the entity issuing the procedure.
• Region to which the entity issuing the procedure belongs.

If you select any of the options in these last filters, they will appear in the filter bar. If you are not interested in them, you can close them from the same bar.

8. What are favorite searches?

This new feature allows you to save and quickly access queries for procedures that you perform frequently. This simplifies access to recurring procedures, so you don't have to search manually every time you need to consult a specific procedure.

You can save up to 10 searches. Once you reach the maximum, if you want to save a new one, you will need to delete one from the list first.

9. What actions can you take on the files?

Each procedure is associated with a file. After selecting a procedure, either from the information part of the file or from the ... icon, you can go to the file detail sheet and perform the following actions:

• View basic information :
  • Service name
  • Recipient
  • File number in your entity
• Download the file download
• Share file group with another user.
• Assign responsible account_circle
• See visibility of the service file

From the icon you will be able to view:

• History of status changes.

10. What actions can you take regarding the procedures?

When selecting a procedure you can perform several actions.

From the ... icon, you can:

• Respond, also from the procedure.
• Download documentation for the procedure download , also from the procedure.
• Show the low_priority processing history, also from the same process.
• Print the procedure print

From the procedure you can also perform the following actions:

• See the details of the procedure with the registration information
• Download / view the procedure documentation
• Access the visualization of the procedure in the EACAT Classic
• If applicable, the possibility of responding to the procedure

And, from the left side, under the file information, you can:

• See the list of procedures that make up the file, with the basic information: Number, date and time of registration, name of the procedure and the subject.

11. Can you export the results of a search?

Yes, by clicking on the icon ... > Export results (.csv) , the result.csv file will be downloaded.
This file has the following fields:

• Process_id
• Case_id
• Procedure
• Service
• Origin_entity
• Destination_entity
• Subject
• Login_Registration
• Output_record
• Date