The Agiloft standard knowledgebase (KB) contains several modules pre-configured with best practice setup and automation. Depending on selections made when a KB is created, some of these modules may be fully or partly hidden.
This document explains the out-of-the-box setup of the system. It divides the system into several large functional areas and then describes the tables that are used in those functional areas. Following is a general overview of what is included:
- An overview of the Admin Setup options
- Introduction to the end user interface
- Overview of Groups and Teams
- Background Tables used by multiple modules
- People/Users
- Companies
- Departments
- Locations
- Global Process Tables used by multiple modules
- Approval Management
- Task Management
- Time Management
- Contract Management
- Service Desk Operation
- Project and Task Management
- Sales Automation and CRM
- Document Management and FAQs
- System Tables