Project Guide
1 - Login with your credentials - these are supplied by your company administrator
2 - Top right corner of the screen - select "Your Icon" - select "Enable Full Width"
3 - Top left corner is the icon ERP (home screen) - select the "Icon"
A - Right Mouse Button Click and select "Open Link in a New Tab"
4 - Select the Home Folder (left side menu)
Project & Task
5 - Select Project
6 - Select an Open Project - select project
7 - Select Task (under the heading "Connections") - Located near the top left of the screen
8 - Task List - There is a selection menu at the top of the displayed list - you can select multiple criteria - review the "Status" and "% Progress"
9 - Task List - Select a Task
10 - Task - Review the following:
A - Task Steps | the steps are manually updated from a spreadsheet using copy paste | the "completed" box can be "un-ticked" to create and outstanding task
B- Network Task Steps | the steps are manually updated from a spreadsheet using copy paste | the "completed" box can be "un-ticked" to create and outstanding task
C - Support Maintenance Task Steps | the steps are manually updated from a spreadsheet using copy paste | the "completed" box can be "un-ticked" to create and outstanding task
D - Audit Log (at the very bottom of the page)
11 - Task & Project - Review the following for assigning resources
A - "Allocated to" - This is the user (person) that the task is allocated to - an email is automatically sent to the user when added
B - "Assigned To" (top left side bar menu) - The additional users (people) that are assigned to the task - an email is automatically sent to the user when added
C - Select Project - scroll down to "Users" - you can add users to the entire project - Project will be accessible on the website to these users - an email is automatically sent to the user when added
Reports
Select Projects (left side menu)
Select Custom Reports |
Select Report "Task Incomplete Steps" - report for a large screen
Select Report "Phone Incomplete Tasks" - report for a small screen
Additional reports can be created by adding a new report - use the search bar on the top menu - type "Report List" and select this. Existing reports can be customised, and column's can be added or removed - select "Save As" to save the new report view
Report Views
View selection - selection is located on the top right of the screen
List View - standard view with column list options
Report View - custom view
Dashboard View - custom view for visual representation of information
Gantt View - custom view for timeline information
Kanban View - custom view for "status" information
Calendar View - custom view for timeline information
Support & Maintenance ( Service Level Agreement | RMA | Help Desk | Troubleshooting | Maintenance Schedule and On Site Repair )
Select Support (left side menu)
Support provides a portal for "Issues" to be created manually, or automatically via email - integration with any existing Help Desk platform
The 'Issue" created can be linked directly to an existing "Task"
Support is used by all system users to help resolve any "Task Item" that has an issue
Support - Any existing Task can have the "Completed Tick" un-clicked, and the work required can be assigned to a user
RMA | Warranty Claim | Serial Number
Service Level Agreement - Response Time | Resolution Time | Status | Working Hours | SLA Status for each "Task"
Audit and Compliance ( ISO 9000 | 27000 | 55000 )
Document Types (DocType) - Any web page in the application that includes user input
Ability to log and record for audit purposes:
1 - Any user who viewed the doctype
2 - Any user who changed or updated the doctype
Notifications - Email | SMS | Telegram | Internal System
1 - Notifications are custom to each DocType - each DocType "update" can have a separate notification
Workflows - Email | SMS | Telegram | Internal System
1 - Workflow - workflows are custom to each DocType - each DocType "update" can have a separate notification
Monitoring & Tracking
Monitoring of items and IT systems - status up / down