Laura CARBO
Articles
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Module activation
General How a module activation works What does the solution/module activation do? De-activating and re-activating modules Module activation and information GeneralAfter the initialization wizard ...
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Initial configuration of the environment
General Initialization wizard Step 1 Step 2 Administrator level Data imports GeneralA new Asset environment is created by the Customer Support department. The initial configuration of the en...
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Step by step implementation guide
The articles in this section will guide an implementation consultant (requiring a level 2 administrator level) through the different steps when implementing a completely new tenant or when activati...
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Accounting module
Info Note: This documentation is provided in its previous/legacy format. A comprehensive restructuring and optimization effort is planned, and the content will be updated accordingly. GoalThe ...
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Purchase orders module
Info Note: This documentation is provided in its previous/legacy format. A comprehensive restructuring and optimization effort is planned, and the content will be updated accordingly. GoalThis...
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Corrective work orders module
1. What is this module about 1.1 Service groups 1.2 Service types 1.3 Cost items 1.4 Preferred suppliers 1.5 Service Level Agreements (SLA) 1.6 Tendering process (quotations) 1.7 Mandate approval...
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Requests module
1. What is this module about 1.1 Service groups 1.2 Service types 1.3 Service Level Agreement (SLA) 1.4 Duplicate check 1.5 Preferred suppliers 1.6 Corrective work orders 1.7 Restrict request cre...
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Master data: Buildings and Areas module
1. What is this module about 1.1 Categories 1.2 Building types / location classes 1.3 Area types1.3.1 Manage the area categories and area types 2. General buildings and areas module settings ...
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Master data: Contacts (Organizations, Persons, Addresses)
1. What is this module about 1.1 Organizations1.1.1 Categories 1.2 Persons1.2.1 Categories 1.3 Addresses 2. Additional information on this module Info This article is about the use of ...
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Authorizing users
1. General 2. User profiles 2.2 Navigation menu and Startboard 2.3 Assigning user profiles 2.4. Creating and managing user profiles 2.5 Example user profile 3. System groups 3.1 Contextuel ac...