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This document explains This guide describes the out-of-the-box setup
of the Standard system knowledgebase 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.
The
out-of-the-box system 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
.The Standard Knowledgebase Guide contains the following sections, which are also accessible from the left pane.Following is a general overview of what is included:
- 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
- Vendor Portal - Introduction to the Vendor Portal, which allows vendors 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.
- 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 and FAQs – the Documents table holds 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?
This guide is primarily intended to be used by admin users or system designers who need structural information about the Standard
Knowledgebase for customization purposes.