This guide describes the out-of-the-box Standard System Demo setup of
Companyname |
---|
Companyname |
---|
The
Companyname |
---|
Companyname |
---|
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
- 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
- Document Management 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
Who Should Read This?
...
Companyname |
---|
...