This document explains the out-of-the-box setup of the Standard system knowledgebase guide describes the Standard System Demo setup of
's Standard Knowledgebase (KB). It divides the system into several large functional areas
, and then describes the tables that are used in those functional areas.
This guide is primarily intended for admin users or system designers who need structural information about the Standard Knowledgebase for customization purposes.The
Standard System Demo The Agiloft Standard KB contains several modules
that are pre-configured
with our best practice setup with best practices and automation. Depending on
the selections made when a KB
is was created, some of these modules may be fully or
partly hidden.Following is a general overview of what is included:partially hidden.The Standard Knowledgebase Guide contains the following sections, which are also accessible from the left pane.
- 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 Groups and Teams – 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
- Artificial Intelligence Tables – Overview of tables that can be used with AI if AI has been enabled