Welcome to the Standard Knowledgebase Guide! This guide describes the Standard System Demo setup of
's Standard Knowledgebase the out-of-the-box setup of Agiloft'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 's primarily intended for admin users or system designers who need structural information about the Standard Knowledgebase out-of-the-box system for customization purposes.The
Standard System Demo The standard KB contains several modules that are pre-configured
with best with Agiloft best practices and automation.
Depending on the selections made when a KB was created, some of these modules may be fully or partially hidden.The Standard Knowledgebase Guide contains the following sections, which are also accessible from the left pane.
This guide introduces you to Agiloft concepts and the default setup of user interfaces, permission handling, and look and feel in the out-of-the-box system. Then it transitions to an in-depth look at the platform modules and tables that make up those modules.
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| This guide focuses on the modules and tables in the out-of-the-box Default Admin navigation setup. You can view and customize the navigation menu for all teams by going to Setup > Look and Feel > Navigation Menu Setup. See Navigation Menu Setup for details. |
- Overview: Introduction to this guide, Agiloft concepts, and additional documentation
- User Interfaces: Introduction to the user interfaces and their purpose
- User Permissions: Introduction to permissions and the default user groups, teams, and roles
- Table Concepts: Introduction to table concepts and common fields
- Core Tables: Foundational tables that are integral to all of the platform modules
- Contract Management: Tables that support Contract Lifecycle Management
- Sourcing Event Management: Tables that support creating, approving, and posting Sourcing Events
- Supplier Management: Tables that support onboarding, approving, and managing suppliers
- Project Management: Tables that support organizing projects and managing purchase orders
- Master Data: Tables that store static reference data used throughout the system, such as country, state, and currency data
- System: Tables that are system-managed, like Activity Log and Communications, as well as tables that manage other automation and functions
- AI Platform: Tables that support the AI Platform
- Hidden Tables: Tables that are hidden from the Default Admin navigation menu by default because they aren't accessed directly but may be linked to other tables or dashboards
- 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
- Supplier Portal – Introduction to the Supplier Portal, which allows suppliers 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
- 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 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
- Artificial Intelligence Tables – Overview of tables that can be used with AI if AI has been enabled