This guide describes the out-of-the-box setup of the Standard System Demo setup of
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The Standard Knowledgebase Guide contains the following sections, which are also accessible from the left pane.
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- Overview - Introduction to the Standard Knowledgebase Guide, such as basic information about use cases and processes
- Power User Interface – Introduction to the Power User Interface
- Admin Setup Menu – an overview Overview of the Setup menu options
- End User Interface – introduction to the end user interfaceIntroduction to the End User Interface
- Supplier Portal – Introduction to the Supplier Portal, which allows suppliers to interact with the system
- User Roles – overview Overview of managing user permissions and the default user roles.
- Background Tables – Overview of background tables, which are used by in multiple modules and store basic information about people, places, and organizations.
- Global Process Tables – Overview of approvals, tasks, and time entries, which are used with several modules including in multiple modules such as contract management and service desk.
- Contract Management – manage Tables – Overview of tables dedicated to managing the contract lifecycle, including e-signature and approval workflows.
- Sourcing Event Management Tables – Overview of tables dedicated to creating, approving, and posting sourcing events including selection and contract creation
- Supplier Management Tables - Overview of tables dedicated to onboarding and approving new suppliers, and supplier performance management
- Matter Management Tables – Overview of the Matter Management function with details about the tables
- Service Desk Operation – Tables – Overview of tables dedicated to service desk operations, which are used to create an internal or external helpdesk .system
- Project Management – organize Tables – Overview of tables dedicated to organizing projects and manage managing purchase orders.
- Sales Automation and CRM – track and automate CRM Tables – Overview of tables dedicated to tracking and automating sales leads, opportunities, and quotes.
- Document Management Table - the Documents table holds Documents Table – Overview of tables dedicated to holding records for published documents.
- System Tables – includes tables that manage Overview of tables dedicated to managing other automation and functions, including such as the EUI Templates Table and Replacement Variables Table
Who Should Read This?
- Artificial Intelligence Tables – Overview of tables that can be used with AI if AI has been enabled