The This guide describes the Standard System KnowledgeBase (abbreviated KB) includes a large number of prebuilt business functions to make it easy to start managing several business processes with Agiloft without having to build them from scratch. When you set up a free hosted KnowledgeBase or download and install the Standard System KB, you select the functions you want to enable. The functions that you check will be visible to the appropriate groups of users as described below. Those that you do not check will be deactivated so that their presence on the screen will not be distracting. They can be activated at any time from the Setup > Tables menu if you decide to use them.
Need an application to manage external-facing customer support operations, internal helpdesk support functions, or both? Check our Service Desk Operation Tables.
Looking for a product to help you with Project Management, purchase orders, hours and billing? Check the Project Management Tables section.
Need a Sales CRM system to manage new leads, opportunities, quotes, and assess marketing campaign results? Look at the Sales CRM Tables.
View the Contract Management Tables or the Document Management Tables section to find out more about the pre-built contract and document management functionality in the Standard System KB.
Modules and Tables Documentation
This documentation describes the use of and configuration of all of the tables included in the Standard System Knowledgebase.
Most tables are grouped by the primary function that they support, so that you can focus on the portions of the Standard System KB that are most applicable to your use of Agiloft. Tables are grouped by the following business functions:
- Support Operations
- Contract Management
- Project Management
- Sales CRM
- Document Management
- Surveys
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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 – Overview of the Setup menu options
- End User Interface – Introduction to the End User Interface
- Vendor Portal - Introduction to the Vendor Portal, which allows vendors to interact with the system
- User Roles – Overview of managing user permissions and the default user roles
- Background Tables – Overview of background tables, which are used 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 in multiple modules such as contract management and service desk
- Contract Management 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.
- 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 Tables – Overview of tables dedicated to organizing projects and managing purchase orders
- Sales CRM Tables – Overview of tables dedicated to tracking and automating sales leads, opportunities, and quotes
- Documents Table - Overview of tables dedicated to holding records for published documents
- System Tables – Overview of tables dedicated to managing other automation and functions, such as the EUI Templates Table and Replacement Variables Table