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2.4. Agent Login Procedure

User Guide V1.0 2. Agents

Registered users will receive an account confirmation email containing temporary credentials and ...

Updated 8 months ago by William Tan Yee Soong

2.3. New Agent

User Guide V1.0 2. Agents

This feature allows users to create individual agents; new agents can be onboarded on this page. ...

Updated 8 months ago by William Tan Yee Soong

2.2 Pre-Requisites For Agent Onboarding

User Guide V1.0 2. Agents

To onboard agents, the user must configure roles, skillset, and resource groups in the settings m...

Updated 8 months ago by William Tan Yee Soong

5. Case

User Guide V1.0 16. Settings

User can configure Case type, Sub-type, SLA, Incident portal, case association, custom fields, ap...

Updated 8 months ago by Sushma Palapatta Chandran

4.8. StockUpdate

User Guide V1.0 4. Inventories

Stock Update dashboard has the following features. 1.       Search: User can search for any sp...

Updated 8 months ago by Divya Bharathi Marreddy

4.7. Stocktake

User Guide V1.0 4. Inventories

Stocktake dashboard has the following features.            Search: User can search for a...

Updated 8 months ago by Divya Bharathi Marreddy

7.1. Rosters Dashboard

User Guide V1.0 7. Rosters

The timeline page will display previously created roster/shifts. It will include views for daily,...

Updated 8 months ago by Sushma Palapatta Chandran

4.6. Inventory Edit

User Guide V1.0 4. Inventories

Click on edit icon to edit/update the inventory details. Click on edit icon nearby inventory i...

Updated 8 months ago by Divya Bharathi Marreddy

4.5. Inventory Detail View

User Guide V1.0 4. Inventories

To view the details of inventory, click on the specific inventory from inventory list system will...

Updated 8 months ago by Divya Bharathi Marreddy

4.4. Bulk Upload

User Guide V1.0 4. Inventories

Bulk upload has the following features.         New Inventory Bulk Upload         Stockta...

Updated 8 months ago by Divya Bharathi Marreddy

5. Contract Creation Flow

User Guide V1.0 15. Contracts

Below is the Contract creation flow. Step 1: Create Contract.      Step 2: Email notification...

Updated 8 months ago by Sushma Palapatta Chandran

4. New Contract

User Guide V1.0 15. Contracts

New Contract:  Create a new contract by navigating to Contracts >> New Contracts from applicatio...

Updated 8 months ago by Sushma Palapatta Chandran

3. Contracts Dashboard

User Guide V1.0 15. Contracts

Contracts Dashboard:  Contract Dashboard provides a high-level overview on the Total number of c...

Updated 8 months ago by Sushma Palapatta Chandran

2. Pre-requisites

User Guide V1.0 15. Contracts

General Config:  To describe the Contract approver involvement in Contract submission process. T...

Updated 8 months ago by Sushma Palapatta Chandran

3. Create New Workflow

User Guide V1.0 13. Workflow

Create New Workflow:  Create new workflow option on a Workflow dashboard will direct to the belo...

Updated 8 months ago by Sushma Palapatta Chandran

2. Workflow Dashboard

User Guide V1.0 13. Workflow

Workflow Dashboard:  Workflow dashboard displays the list of Workflows built by the developers. ...

Updated 8 months ago by Sushma Palapatta Chandran

3. Add New Subscribers

User Guide V1.0 14. Subscribers

Add New Subscribers:  Add a New Subscriber by navigating to Subscribers >> New Subscriber.  N...

Updated 8 months ago by Sushma Palapatta Chandran

2. Subscriber Module Dashboard

User Guide V1.0 14. Subscribers

Subscribers Module Dashboard:  The Subscribers Module Dashboard provides the information below. ...

Updated 8 months ago by Sushma Palapatta Chandran

1. Pre-requisites:

User Guide V1.0 14. Subscribers

Configure Asseto Plan:  List page of the Asseto Plan configuration page involves:  Ad...

Updated 8 months ago by Sushma Palapatta Chandran

6. Visitors Pass Flow

User Guide V1.0 11. Visitor Pass

Step 1: Initiate Visitors Pass.  List View: After the Visitor Pass initiation, the form wi...

Updated 8 months ago by Sushma Palapatta Chandran