16. Settings

Settings Overview

Every module has a separate configuration in settings by respective section.

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1. Asseto Plan

User can configure plan and add-on module. Options are available as menu on left side. Plan is highlighted by default.

Here user can Manage plan, check consumption, manage payment and view billing.

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i.                 Settings -> Asseto Plan -> Plan:

Plan: to add the new plans, click on “add plan” button.

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When user select ‘Type of Plan’ is ‘Custom’, following fields are display.

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Fill the mandatory fields then only save button will be enabled. Click on save button your plan details will be saved and displayed in the table first row.

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    1.      Edit plan: Here you can edit already created plans by clicking on edit icon available in each row of plans list.

    2.      Delete plan: Here you can delete already created plans by clicking on delete icon available in each row of plans list.

When user select ‘Type of Plan’ is ‘Fixed, following fields are display.

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Fill the mandatory fields then only save button will be enabled. Click on save button your plan details will be saved and displayed in the table first row.

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User can ‘Edit’ and ‘Delete’ the already created fixed plan by clicking on edit and delete icons available at each row of the plans table.

 ii.                 Settings -> Asseto Plan -> Add-On Module:

Add-On Module: to add the new Module, click on “Add-On Module” button.

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Following page will be display.

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Fill the mandatory fields then only save button will be enabled. Click on save button your plan details will be saved and displayed in the table first row.

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User can ‘Edit’ and ‘Delete’ the already created add-on module by clicking on edit and delete icons available at each row of the plans table.

2. My Organisation


User can configure Working calendar, Organisation time zones, currency settings, Language settings, location, building, Floor, Room, Roles, Resource groups, Notifications and Broadcast Notification. Options are available as menu on left side, working calendar is highlighted by default.

Settings -> My Organisation:

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i.                 Settings -> My Organisation -> working calendar:

This feature is useful to customize your organization working days and working hours.

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  1.            Specify Daily Work Hours: when you click on this link following table will be display to customize your organisation start time and end time in day-day.

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2.      Add New: when you click on “Add New” button following table will be navigate to “New Working Time” page to customize working days and hours based on location.

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Add locations and specify working days. When user want to customize working hours click on “specify work hours” button to select working hours for your selected location organization.

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Added working days and working hours based on location shown by below table.

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Edit/Delete: User can edit and delete the location based working time by clicking on edit and delete icons.

Public Holiday: To configure holidays to your organization.

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Click on “Add Row” button new row will be display to fill the fields, by default status is enabled user can disable or delete when there is no need of particular row (holiday).

 Blackout Day: To configure blackout days to your organization.

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Click on “Add Row” button new row will be display to fill the fields, by default status is enabled user can disable or delete when there is no need of particular row (Blackout Day).

ii.                  Settings -> My Organisation -> Organisation Time Zones:

To configure your organization time zone country wise.

settings-myorg-timezone.png

iii.                 Settings -> My Organisation -> Currency Settings:

To configure your organization currency type country wise like, INR, MYR, SGD…etc.

settings-myorg-currency.png

iv.                 Settings -> My Organisation -> Language Settings:

To configure your language type.

settings-myorg-language.png

v.                 Settings -> My Organisation -> Location:

By using this feature user can add the location.

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1.      Add Location: click on add location button to create individual location.

When click on “add location” button following page will appear, fill the mandatory fields then only save button will be enabled. Click on save button your location details will be saved and displayed in the table first row.

settings-my organization-location2.png

2.      Bulk Upload Location: click on bulk upload button to create multiple locations at a time, download csv file and fill the data then upload.

3.      Export button: to download QR list (locations), you can export as with image or without image.

4.      QR: click on QR icon and Scan QR to view that location

5.      Edit Location: Here you edit already created locations by clicking on edit icon available in each row of Location list.

6.      Delete Location: Here you delete already created locations by clicking on delete icon available in each row of Location list.

 vi.                 Settings -> My Organisation -> Building:

By using this feature user can add the building.

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1.      Add Building: click on add building button to create individual building name.

When click on “add building” button following page will appear, fill the mandatory fields then only save button will be enabled. Click on save button your building details will be saved and displayed in the table first row.

settings-my organization-building2.png

2.      Bulk upload Building: click on bulk upload button to create multiple buildings at a time, download csv file and fill the data then upload.

3.      Export button: to download QR list (buildings), you can export as with image or without image.

4.      QR: click on QR icon and Scan QR to view that building name with location.

5.      Edit Building: Here you can edit already created building names by clicking on edit icon available in each row of building list.

6.      Delete Building: Here you can delete already created building names by clicking on delete icon available in each row of building list.

vii.                 Settings -> My Organisation -> Floor:

By using this feature user can add the floor.

settings-my organization-floor1.png

        1.      Add Floor: Click on add floor button to create individual floor name.

When click on “add floor” button following page will appear, fill the mandatory fields then only save button will be enabled. Click on save button your floor details will be saved and displayed in the table first row.

settings-my organization-floor2.png

  

    2.      Bulk Upload Floor: Click on bulk upload button to create multiple floors at a time, download csv file and fill the data then upload.

    3.      Export button: to download QR list (floors), you can export as with image or without image.

    4.      Edit Floor: Here you edit already created floor names by clicking on edit icon available in each row of floor list.

    5.      Delete Floor: Here you delete already created floor names by clicking on delete icon available in each row of floor list.

    6.      QR: click on QR icon and Scan QR to view that floor name with location.

viii.                 Settings -> My Organisation -> Room:

By using this feature user can add the room.

settings-my organization-room1.png

      1.      Add Room: click on add room button to create individual room name.

When click on “add room” button following page will appear, fill the mandatory fields then only save button will be enabled. Click on save button your room details will be saved and displayed in the table first row.

settings-my organization-room2.png

     2.      Bulk Upload Room: click on bulk upload button to create multiple rooms at a time, download csv file and fill the data then upload.

     3.      Export button: to download QR list (rooms), you can export as with image or without image.

     4.      QR: Scan QR to view that room with building and location.

     5.      Edit Room: Here you edit already created room names by clicking on edit icon available in each row of floor list.

    6.      Delete Room: Here you delete already created room names by clicking on delete icons available in each row of floor list.

 

ix.                 Settings -> My Organisation -> Roles:

Here you can create a new role for users onboarding, which we can we use in various modules like, agents, assets creation.

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  1.        Add Role: Click on add “new role” button provide role name and add role type (mandatory fields) as shown by below screenshot then click on submit button to save the role details.

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2.      Permissions: You can give permissions to role, click on edit permissions button select check boxes to give permissions for selected role which is created earlier as shown by below screenshot.

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x.                 Settings -> My Organisation -> Resource Groups:

You can create new resource group by clicking on add resource group button, which we can we use in various modules like, agents, assets creation.

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1.     Add Resource Group: When you click on “add resource group” button following page will be displayed, fill the all-mandatory fields then only save button will be enabled, click on save button to save the resource group.

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2.      View Resource Group: Here you can view the selected resource group which is created earlier.

3.      Edit Resource Group: Here you can edit the selected resource group which is created earlier.

4.      Delete Resource Group: Here you can delete the selected resource group which is created earlier.

xi.                 Settings -> My Organisation -> Notifications:

User can customize notifications to send the user groups from this application.

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Select your choice and click on save button.

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xii.                 Settings -> My Organisation ->Broadcast Notification:

By using this feature user can add the broadcast notifications.

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3. Global Filters

 Settings -> Global Filters:

User can add new filter based on asset, building and location.

 Options are available as menu on left side, Location is highlighted by default.

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i.                 Settings -> Global Filters -> Location:

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Click on save button, your filter will be saved in table first row. You can edit and delete the added filter.

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ii.                 Settings -> Global Filters -> Building:

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Click on save button, your filter will be saved in table first row. You can edit and delete the added filter.

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iii.                 Settings -> Global Filters -> Asset:

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Click on save button, your filter will be saved in table first row. You can edit and delete the added filter.

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4. Assets

Settings -> Assets:

User can configure Category, manufacturer, model, Defect, custom fields, decommissioning report, decommissioning reasons/facts, components and custom table configuration. Options are available as menu on left side, Category is highlighted by default.

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i.       Settings -> Assets -> Category

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     1.      Add Asset Category: Here you can type Category name in the text box and click on “add category” button to create individual Category.

     2.      Asset Category Bulk Upload: Click on bulk upload button to create multiple Categories at a time, download csv file and fill the data then upload.

    4.      Edit Asset Category: Here you can edit category which is created earlier by clicking on edit icon available each row of category list.

     5.      Delete Asset Category: Here you can delete the already created category by clicking on delete icon available each row of category list.

    ii.                 Settings -> Assets -> Manufacturer:

    seetings-assets-manufacturer.png

    1.      Add Manufacturer: Here you can type Manufacturer name in the text box and click on “add manufacturer” button to onboard individual manufacturer.

     2.      Bulk Upload Manufacturer: Click on bulk upload button to onboard multiple Manufacturer’s at a time, download csv file and fill the data then upload.

       3.      Search: you can search any manufacturer with manufacturer name.

      4.      Edit Manufacturer: Here you can edit the already created Manufacturer by clicking on edit icon available each row of Manufacturer list. 

       5.      Delete Manufacturer: Here you can delete the already created Manufacturer by clicking on delete icon available each row of Manufacturer list.

         iii.                 Settings -> Assets -> Model:

seetings-assets-model.png

1.      Add Model: Here you type asset model name in the text box and select manufacturer then click on “add model” button to create a new model.

2.      Bulk Upload Model: You can create multiple models at a time by clicking on bulk upload button, download csv file and fill the data then upload.

3.      Search box: You can search any model with model name results will be displayed in below table.

4.      Edit Model: You can edit the already created model names by clicking on edit icon available in each row of model list.

5.      Delete Model: You can delete the already created model names by clicking on delete icon available in each row of model list.

 

iv.                 Settings -> Assets -> Defect:

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1.      Add Defect: fill the defect name in the text box and select one methodology from dropdown then click on “Add Defect” button to save the defect. Saved defect will be display in the first row of the table.

2.      Delete Defect: click on delete icon to delete the selected defect.

v.                 Settings -> Assets -> Custom Fields:

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  1.           Add Asset Custom Fields: to add custom fields, click on “Add Asset Custom Fields” page will open as shown by following screenshot.

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Step1: drag and drop the one of the elements from the list following page (highted with ‘Display’ section) will open to select label name.

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Step2: click on ‘Data’ section, to set the data into selected label and click on save button.

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Step3: Again, system will navigate to “Add Asset Custom Fields” page, click on “save” button.

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Confirmation message “New Version of the form has been created” will be display and system navigate to dashboard.

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Newly added custom fields will display top of the table as shown by the following screenshot.

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2.    Edit Custom fields: Custom fields are display in the list, click on edit icon to edit/update the custom field.

vi.                 Settings -> Assets -> Decommissioning Report:

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  1.      Add Duration: Choose different combination of duration (should not match with existing combination, system will display error              message like,” Decommissioning Report combination already exist”).

2.      Provide duration and click on “Add Duration” button, confirmation message “Decommissioning Report registered successfully” display and saved duration will be display in the first row of the table.

settings-asset-decommission report2.png

vii.                 Decommissioning Reasons/Factors

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  1.           Add Decommission Reason: to add the decommission reason, fill the reason in the text box and select one status from dropdown then click on “Add Decommission Reason” button. Confirmation message “Decommission Reason matrix added successfully” display
  2.           Bulk Upload: to add multiple Decommission Reason’s in a bulk.

settings-asset-decommission2.png

1.      Search: To search the Decommission Reason.

2.      Edit: To edit/update the Decommission Reason.

3.      Delete: To delete the Decommission Reason.

viii.                 settings -> assets -> Components

Need to configure Components in settings, attach those components to assets while creating BCA project.

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Click on the “Add component” button, to create a new component.

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Provide component name and select assets.

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 1.      All assets: Dropdown to select assets.

2.      Search: to search the filter with name.

3.      Filter: to filter out the assets by asset category, manufacturer, model.

4.      Submit: Click on the “submit” button, confirmation message “component registered successfully” will be display.

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Added component will display in first of component list.

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1.      Status: by default, component status is active, user can change the status as active or inactive.

2.      Edit: to edit/update component details.

3.      Delete: to delete the component.

4.      Search: to search the components with names.

ix.                 Settings -> Assets -> Custom Table Configuration

By using this feature user can activate (statuses are: Active and Inactive) display dynamic table column customization feature as shown by the following screenshot.

settings-asset-custom table config1.png

5. Case

User can configure Case type, Sub-type, SLA, Incident portal, case association, custom fields, approaching SLA, case owner auto assignment and custom table configuration. Options are available as menu on left side, type is highlighted by default.

settings-case1.png

6. Work Orders

User can configure General (If enabled, the field agent has the option to upload picture of the asset/location in order to start the work order), Work order type, Sub-type, Category, SLA, Resolution, Task Template, custom fields, custom fields resolution, approaching SLA, auto assignment agent, auto assignment supervisor, association, custom table configuration and work order template. Options are available as menu on left side, General is highlighted by default.

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7. Agents

Settings -> Agents:

User can configure skillset, profile, custom fields, user performance and custom table configuration. Options are available as menu on left side, skillset is highlighted by default.

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   i.                 Settings -> Agents -> skillset

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     1.      Add skillset: Here you can add new skillset to use in various modules like, agents and assets. To create skillset, you can type in skillset text box then click on “add skillset” button.

      2.      Skillset Bulk Upload: To create multiple skillsets at a time, click on bulk upload button, download csv file and fill the data then upload the file to save multiple skillsets.

       3.      Edit Skillset: You can edit the skillset which is added earlier by clicking on edit icons available every row of skillset list.

      4.      Delete Skillset: You can delete the already added skillset by clicking on delete icons available every row of skillset list.

        ii.                 Settings -> Agents -> Profile

settings-agents-profile.png

   

     1.      Add profile: To create profile, you can type in text box then click on “add profile” button.

     2.      Profiles Bulk Upload: To create multiple profiles at a time, click on bulk upload button, download csv file and fill the data then upload the file to save multiple profiles.

    3.      Edit profile: You can edit the profile which is added earlier by clicking on edit icon available every row of profile list.

    4.      Delete profile: You can edit the already added profile by clicking on delete icons available every row of profile list.

iii.                 Settings -> Agents -> Custom Fields

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Add Asset Custom Fields: to add custom fields, click on “Add User Custom Fields” page will open          as shown by following screenshot.

settings-agents-customfields2.png

Step1: drag and drop the one of the elements from the list, following page (highted with ‘Display’ section) will open to select label name.

settings-agents-customfields3.png

Step2: click on ‘Data’ section, to set the data into selected label and click on save button.

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Step3: Again, system will navigate to “Add User Custom Fields” page, click on “save” button.

Confirmation message “New Version of the form has been created” will be display and system navigate to custom fields dashboard.

Newly added custom fields will display top of the table as shown by the following screenshot.

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Edit Custom fields: Custom fields are display in the list, click on edit icon to edit/update the custom field.

iv.                 Settings -> Agents -> User Performance

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Click on edit button, to edit/update the user performance options.

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Check/uncheck the check boxes-based user requirement and click on “save” button.

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Confirmation message “User Performance Parameters Updated Successfully” will be display.

i.                 Settings -> Agents -> Custom Table Configuration

Here user can enable/disable the “Display dynamic table column configuration feature”.       

settings-agents-custom table config1.png

8. Inventories

Settings -> Inventories:

User can configure inventory Category, manufacturer, SKU, Custom fields, stock room and custom table configuration. Options are available as menu on left side, Category is highlighted by default.

settings-inventories1.png

i.                 Settings -> Inventories -> Inventory category:

settings-inventories-category1.png

  1.      Add Category: type category name in the text box and click on “Add category” button to add the individual category.

2.      Bulk Upload: click on bulk upload button to create multiple categories at a time, download csv file and fill the data then upload.

3.      Edit Category: Here you edit already created category by clicking on edit icon available in each row of categories list.

4.      Delete Category: Here you delete already created category by clicking on delete icon available in each row of categories list.

ii.                 Settings -> Inventories -> Manufacturer

settings-inventories-maufacturer.png

  1.      Add Manufacturer: type manufacturer name in the text box and click on “Add manufacturer” button to add the individual                         manufacturer.

2.      Bulk Upload: click on bulk upload button to create multiple manufacturers at a time, download csv file and fill the data then upload.

3.      Edit Manufacturer: Here you edit already created manufacturer by clicking on edit icon available in each row of manufacturer list.

4.       Delete Manufacturer: Here you delete already created manufacturer by clicking on delete icon available in each row of                    manufacturer list.

iii.                 Settings -> Inventories -> SKU

settings-inventories-SKU.png

1.      Add SKU: type SKU name, Threshold, Min Threshold and Max Threshold in the related text boxes and click on “Add SKU” button to add the individual SKU.

Note: Every inventory having individual SKU, for every inventory type we have to create separate SKU in settings.

2.      Bulk Upload: click on bulk upload button to create multiple SKU at a time, download csv file and fill the data then upload.

3.      Edit SKU: Here you edit/update already created SKU by clicking on edit icon available in each row of SKU list.

4.      Delete SKU: Here you delete already created SKU by clicking on delete icon available in each row of SKU list.

iv.                 Settings -> Inventories -> Custom Fields

settings-inventory-custom fields1.png

Add Inventy Custom Fields: to add custom fields, click on “Add Inventory Custom Fields” page will          open as shown by following screenshot.

settings-inventory-custom fields2.png

Step1: drag and drop the one of the elements from the list, following page (highted with ‘Display’   section) will open to select label name.

settings-inventory-custom fields3.png

Step2: click on ‘Data’ section, to set the data into selected label and click on save button.

settings-inventory-custom fields4.png

Step3: Again, system will navigate to “Add Inventory Custom Fields” page, click on “save” button. Confirmation message “New Version of the form has been created” will be display and system navigate to custom fields dashboard.

Newly added custom fields will display top of the table as shown by the following screenshot.

settings-inventory-custom fields5.png

Edit Custom fields: Custom fields are display in the list, click on edit icon to edit/update the custom field.

v.                Settings -> Inventories -> Stock Room

  settings-inventories-Stockroom1.png

   

1.       Add Stock Room: click on “Add Stock Room” button to add the individual Stock Room following page will be display. Fill the all-mandatory fields then only save button will be enabled, click on save button to create stock room.

settings-inventories-Stockroom2.png

Note: Every inventory having individual Stock Room, for every inventory type we have to create separate Stock Room in settings.

2.      Bulk Upload: click on bulk upload button to create multiple Stock Room at a time, download csv file and fill the data then upload.

3.      Edit Stock Room: Here you edit/update already created Stock Room by clicking on edit icon available in each row of Stock Room list.

4.      Delete Stock Room: Here you delete already created Stock Room by clicking on delete icon available in each row of Stock Room list.

Note: you cannot edit/update details in stock room if it is linked to an existing inventory, system display warning message as shown by following screenshot.

settings-inventories-Stockroom3.png

vi.              Settings -> Inventories -> Custom Table Configuration

 Here user can enable/disable the “Display dynamic table column configuration feature”.    

settings-inventory-custom table config1.png

9. E-PTW

Settings -> e-PTW:

User can configure e-PTW configuration, New e-PTW Form Custom Fields, Contractor Form Custom Fields, Health Declaration. Options are available as menu on left side, e-PTW is highlighted by default.

settings-eptw1.png

  i.                 Settings -> e-PTW -> e-PTW

settings- e-ptw1.png

                 1.      Self Checkout: user can enable/disable this status, whether to allow agents to check themselves out. Else, site security will                          need to scan the permit to checkout.

2.      Default Permit Validity: user should provide duration for default permit validity. After expiry, user will have to apply for    extension.

3.      Restrict critical work category validity: when the status is enabled, validity for CWC will be restricted to the selected value.

settings- e-ptw2.png

                 4.      Deactivate permit on certain work order status: when the status is enabled, permit will be deactivated upon work order                                status stated below. Else, permit validity will follow ‘default permit validity’ settings.

5.      Supporting Documents: to add the supporting documents for the work permit. Added documents displaying below table, here user can enable/disable the status of the document and edit the document.

settings- e-ptw3.png

      6.      Scope: Scopes will be listed in the drop-down menu. Users can select the scope & click on Add option. Scopes added by users are              shown below the Scope field and user can remove the specific scope (by clicking on close icon). 

7.      General PPE/Special Requirement: The specified equipment’s will be set as mandatory for every general e-PTW.

·      Equipment’s will be listed in the drop-down menu. Users can select the equipment & click on Add option. Equipment added by users are shown below the equipment’s field and user can remove the specific equipment (by clicking on close icon). 

settings- e-ptw4.png

 8.    Critical work category: if ‘verification’ is checked, applicant will not be able to enter the     premise until it is approved by HSSE      site personnel.

9.      On-site declaration override: if enabled, tenant will be permitted to override on-site declaration settings requirement during e-PTW issuance stage.

settings- e-ptw5.png

 Click on “add new” button to add the new critical work, following page will be open.

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 Fill the all-mandatory fields and click on save. Saved critical work order will display in the table as shown by following screenshot.

settings- e-ptw7.png

     Status: user can activate/deactivate the status of new critical work.

Edit: user can edit the new critical work details.

settings- e-ptw8.png

10.  Location without site Security: e-PTW QR code verification is not required for locations specified in the table shown by above screenshot.

settings- e-ptw9.png

To add the location, click on “Add New” button, enter the details and click on “save” button.

ii.                 Settings -> e-PTW -> New e-PTW Form Custom Fields

settings- e-ptw custom fields1.png

1.      Add requisition form custom fields: to add the requisition form custom fields click on this button, system navigate create new page. Add all the details and click on submit button.

2.      Latest custom form: user can view latest custom form.

3.      Edit: to edit the custom form.

iii.                 Settings -> e-PTW -> Contractor Form Custom Fields

settings- e-ptw - contractor custom fields1.png

        1.      Add Contractor form custom fields: to add the Contractor form custom fields click on this button, system navigate create new                  page. Add all the details and click on submit button.

2.      Latest custom form: user can view latest custom form.

3.      Edit: to edit the custom form.

iv.                 Settings -> e-PTW -> Health Declaration

settings- e-ptw - health declr1.png

1.      Check Vaccination status: If enabled, applicant will be presented with a question if they are fully vaccinated during             application stage. Only after they check the box then they will allow to proceed with the submission.

·        Fully vaccinated Guidelines: Here user can add/remove fully vaccinated guidelines.

2.      On-site Health Declaration: If enabled, visitors are asked to declare their health condition before entering the premise. All the questions created below, will be shown as yes/no type of questions to visitor.

3.      Auto Reject: If enabled, e-Permit will be automatically rejected upon choosing "Yes" on any of the questions.

settings- e-ptw - health declr2.png

 4.      Add New: to add/configure the question, added questions are display in the above table. Delete option available for to delete the           question.

10. Visitor Pass

Settings -> Visitor Pass:

User can configure General, Person In Charge, Visitor Check list, Template. Options are available as menu on left side, General is highlighted by default.

settings-visitorpass1.png

  

i.                 Settings -> Visitor Pass -> General

General configurations are explained below.

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     1.      Visitor Web Self Registration: Whether to Allow visitor to raise visitor pass request from the web.

2.      Visitor Photo Submission is Required: Whether to allow the visitor is required to upload their photo during visitor pass                 submission.

3.       Guest List: To set the limit for visitors to add guests during submission form.

4.      Default Duration Permitted: To set limit for visitor to mark on overstay upon exceeding permitted duration after they enter the   premise.

settings- visitor pass -general2.png

     5.      Overstay Visitors Notification: Whether to notify admin and host on overstayed visitors.

6.      Host Notification: Whether to notify Host on visitor check in and select the notification channel. I.e., SMS, Email, Asseto Mobile   App

7.      Purpose of Visit: To show or hide the purpose of visit drop down on Visitor pass creation page and its list of values. Neuron       Solutions Page No < # > Confidential.

settings- visitor pass -general3.png

     8.      Accepted Identification Type: To define the identification types to be accepted by an Organization for Visitor pass.

9.      Save: click on save button to save the all changes in general configurations.

ii.                 Settings -> Visitor Pass -> Person in Charge

Person in Charge is the person who approves or rejects the visitor pass for specific location based on the configuration.

settings- visitor pass -pers inchrg1.png

Click on add new to configure the person in charge details.

settings- visitor pass -pers inchrg2.png

Click on “save” button, confirmation message “person in charge settings saved successfully” will be display.

settings- visitor pass -pers inchrg3.png

 Delete: to delete the selected person in charge.

iii.                 Settings -> Visitor Pass -> Checklist

This configuration defines whether to include checklist in the email or not.

settings- visitor pass - vistor cheklist1.png

iv.                 Settings -> Visitor Pass -> Template

Once a visitor successfully submits the visitor pass, the submission receipt should be delivered. Using this feature, templates can be configured for submission receipt.

settings- visitor pass -template1.png

11. IO T Gateway

User can configure Asset Gateway and Asset Controller Device. Options are available as menu on left side, Asset Gateway is highlighted by default.

settings- Io T Gateway1.png

i.                 Settings -> Io T Gateway -> Asset Gateway

Add Gateway: Click on add gateway button, to add the gateway, following page will open.

settings- Io T Gateway2.png

settings- Io T Gateway3.png

    Fill the all-mandatory fields.

1.      Select protocol type from dropdown.

2.      Select authentication type, when you select “auth token”, bearer token field will appear. When you select “user name, password”, user name and password fields are appeared.

3.      Select integration method from dropdown.

4.      Check connection: to check the connection between authentication type and bearer token/user name, password.

5.      Save: click on “save” button to save the all details, system navigate to Io T gateway list page and confirmation message “Asset Gateway Registered successfully” will be display then saved record will be display in first row of the table.

settings- Io T Gateway4.png

           1.      Search: to search the gateway with name.

2.      Edit: to edit the gateway.

3.      Delete: to delete the gateway.

ii.                 Settings -> Io T Gateway -> Asset Controller Device

settings- Io T Gateway5.png

Add controller device: click on button to add the controller device, following page will be open.

settings- Io T Gateway6.png

Fill the all-mandatory fields.

settings- Io T Gateway7.png

Click on “save” button, screen will be navigated to Asset Controller Device list page and confirmation message “Asset Controller Device added successfully” will be display and record will be display in first of the table.

settings- Io T Gateway8.png

     1.      Search: to search the asset controller device with name.

2.      Edit: to edit/update the asset controller device details.

3.      Delete: to delete the asset controller device.

12. Knowledge Base

Settings -> Knowledge Base:

User can manage content for documentation, General and FAQ. Options are available as menu on left side, General is highlighted by default.

      It is having 2 features.

  •               General
  •               FAQ

i.                 Settings -> Knowledge Base -> General

settings-K.base1.png

Knowledge Base Status: When the option is disabled, the Knowledge Base module will not be visible in the left panel.

settings-K.base2.png

1.      Modules: User can manage modules with knowledge base. When the status is enabled and click on save, modules will appear on knowledge base page.

View Knowledge Base: when you click on that link, you will navigate to Knowledge Base page as shown by the below screenshot.

settings-K.base3.png

1.      Contact Support Email: When the option is enabled, contact support button will appear at bottom of the page.

Save: click on save button to save the changes.

ii.                 Settings -> Knowledge Base -> FAQ

settings-K.base4.png

1.    Topics and Articles: User can manage FAQ content by using this feature. Topic will be listed on the sidebar of the knowledge base   page.

·        Articles will be listed within the specified topics.

     1.1. View FAQ: Click on this link to view added FAQ’s in knowledge base page. Following page will be display.

settings-K.base5.png

2.    Add Topic: to add topic, click on “Add topic” button following page will be appeared. Fill the mandatory fields and click on “save” button.

settings-K.base6.png

Confirmation message “Topic created successfully” will be display and added Topic will be display in topics list as shown by the below screenshot.

settings-K.base7.png

1.      Topic status: user can enable or disable the topic status.

2.      Edit topic: user can edit or update the data in the topic.

13. Shift Roaster

User can manage shift list (shifts). Shift list is highlighted by default. User can add, edit and delete the shift.

Note: User can’t edit that shift when the shift assigned to agent.

roaster-setting1.png

Click on “add” button to create a new shift following page will be display.

roaster-setting2.png

      1.      Provide shift name.

      2.      Here, “General working hours” are predefined.

     3.      User should specify the “Shift Start Time” and “Shift Duration”, then the “Shift End Time” will be automatically displayed based on these parameters as shown by the below screenshots.

roaster-setting3.png

roaster-setting4.png

The “save” button will only be enabled once all mandatory fields have been completed.

Click on “save”, a confirmation message “Shift successfully created” will be displayed and the newly created shift will be display in the first row of shift list.

roaster-setting5.png

     1.      Search bar: to search for a shift by its name.

     2.      Status: By default, shift status is enabled. User have the option to enable or disable the status as needed.

     3.      Edit: To edit the shift.

Note: we can’t edit shift, if the shift is already assigned to an agent.

     4.      Delete: To delete the shift.

14. Legal

Settings -> Legal:

User can setup the Terms of use and Privacy policy for asseto. Options are available as menu on left side, Privacy policy is highlighted by default.

settings-legal1.png

i.                 Settings -> Legal -> Terms of use:

Terms of use: user can enable or disable. When enabled, terms of use will be shown in asseto. Here user can add/update the terms of use for asseto.

settings-legal2.png

1.      Last Update on: user can view last updated date/month/year and time if terms of use page.

2.      Last updated by: who is updated recently (ex: admin).

3.      Browse version history: user can view the browse version history, when you click on browse version history following screen will be display.

settings-legal3.png

4.      Preview: to view the terms of use page.

5.      Discard changes: to discard the changes in terms of use page.

6.      Save draft: added changes in terms of use page to save as a draft.

7.      Publish: to publish the terms of use.

ii.                 Settings -> Legal -> Privacy policy:

Privacy policy: user can enable or disable. When enabled, privacy policy will be shown in asseto. Here user can add/update the privacy policy for asseto.

settings-legal4.png

Next

settings-legal5.png

1.      Last Update on: user can view last updated date/month/year and time of privacy policy.

2.      Last updated by: who is updated recently (ex: admin).

3.      Browse version history: user can view the browse version history, when you click on browse version history following screen will be display.

settings-legal6.png

4.      Preview: to view the privacy policy page.

5.      Discard changes: to discard the changes in privacy policy page.

6.      Save draft: added changes in privacy policy page to save as a draft.

7.      Publish: to publish the privacy policy.

15. Certificate & Licenses

Settings -> Certificate & Licenses:

User can setup the certificate & licenses. Library is highlighted by default. User can add the certificate or license by clicking on “Add New” button.

settings-C&L-1.png

1.      Dropdown: to select category types assets, agents, vendor. Select any category results will be display in below documents list.

2.      Search: to search the document with name.

3.      Add Button: To add the new document either Certificates or license. By default, certificate section will be highlighted.

3.1.  Add Certificate: click on “add” button, below page will be display.

settings-C&L-2.png

Category field: Select any one category from dropdown.

settings-C&L-4.png

Tooltip icon: click on tool tip icon nearby “specification” field to view the specification concept for selected category.

settings-C&L-3.png

After fill out the all-mandatory fields save button will be enabled. Click on “save” button page will navigate to documents list page and confirmation message “certificate or license created successfully” message will be display then saved ‘certificate’ can display in first row of the table as shown by below screenshot.

settings-C&L-5.png

Every row of documents list having option icon to edit or delete the document.

1.      Edit: to edit/update the details in document (certificate).

2.      Delete: to delete the document (certificate).

 3.2.  Add License: click on “add” button, below page will be display.

settings-C&L-6.png

Category field: Select any one category from dropdown.

settings-C&L-7.png

Tooltip icon: click on tool tip icon nearby “specification” field to view the specification concept for selected category.

settings-C&L-9.png

After fill out the all-mandatory fields save button will be enabled. Click on “save” button page will navigate to documents list page and confirmation message “certificate or license created successfully” message will be display then saved ‘license’ can display in first row of the table as shown by below screenshot.

settings-C&L-8.png

Every row of documents list having option icon to edit or delete the document.

1.      Edit: to edit/update the details in document (license).

2.      Delete: to delete the document (license).

16. Contracts

Settings -> Contracts:

User can setup the contracts configuration. Options are available as menu on left side, General is highlighted by default.

i.                 Settings -> Contracts -> General:

General: user can enable or disable. when enabled, contract approver will be required during contract submission.

settings-contracts1.png

ii.                 Settings -> Contracts -> Contract Type:

Contract Type:

settings-contracts2.png

User can add the new contract type by clicking on “Add” button, following page will be display.

settings-contracts3.png

Fill the all-mandatory fields and click on “submit” button, contract type is saved successfully and will display in the first row of table.

settings-contracts4.png

·          All Category: search dropdown to filter out the contract type with category (assets, services, inventory, locations).

·          Edit/Delete: User can edit or delete the added contract type by clicking on options icon (available at each row of contract type table).

·          Search bar: To search the contract type.