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5. Visit Log

User Guide V1.0 11. Visitor Pass

Visit Log:  Visit Log records and displays the Visitors details for specific period with all the...

Updated 8 months ago by Sushma Palapatta Chandran

4. Applications

User Guide V1.0 11. Visitor Pass

Applications:  The application page displays all the applications created by different users in ...

Updated 8 months ago by Sushma Palapatta Chandran

3. New Visitor Pass

User Guide V1.0 11. Visitor Pass

New Visitor Pass:  The new Visitor Pass page is for creating or issuing visitor passes. 2 types ...

Updated 8 months ago by Sushma Palapatta Chandran

2. Pre-requisites

User Guide V1.0 11. Visitor Pass

Pre-requisites:  Configure Location Configure Person in Charge General Configuration ...

Updated 8 months ago by Sushma Palapatta Chandran

1. Visitor Pass Dashboard

User Guide V1.0 11. Visitor Pass

Dashboard: It contains widgets of statuses or statistics. It also contains the count against eac...

Updated 8 months ago by Sushma Palapatta Chandran

5. Visit Log

User Guide V1.0 10. Work Permit

Visit Log:  Users can view Visit Log details of Visitors by navigating to Work Permit >> Visit L...

Updated 8 months ago by Sushma Palapatta Chandran

4. New Work Permit

User Guide V1.0 10. Work Permit

New Work Permit  Work Permit / PTW can be created by navigating to Work Permit >> New Work Permi...

Updated 8 months ago by Sushma Palapatta Chandran

3. Work Permit / Applications Dashboard

User Guide V1.0 10. Work Permit

Work Permit / Applications Dashboard  Widgets: To display the number of records agai...

Updated 8 months ago by Sushma Palapatta Chandran

2. Pre-requisites

User Guide V1.0 10. Work Permit

Location Config:  Configure roles by navigating to Settings >> My Organization. Location configu...

Updated 8 months ago by Sushma Palapatta Chandran

4. New Template

User Guide V1.0 8. Reports

New Template:    Template Name: To define the template name. Category: To select the...

Updated 8 months ago by Sushma Palapatta Chandran

5. Edit Reports

User Guide V1.0 8. Reports

Edit Reports:   Navigate to the 3 dots icon & click on the edit option shown in front of the rep...

Updated 8 months ago by Sushma Palapatta Chandran

3. New Reports

User Guide V1.0 8. Reports

New Reports:  Generate new report by navigating to Reports >> New Report      New Report Cre...

Updated 8 months ago by Sushma Palapatta Chandran

2. Reports Dashboard

User Guide V1.0 8. Reports

Reports Dashboard:  All Reports: To view all reports in the dynamic table. Pinned: ...

Updated 8 months ago by Sushma Palapatta Chandran

4. New Case Creation

User Guide V1.0 5. Cases

New Case Creation.  To create a new case, navigate to Case Menu >> New Case. New Case page will ...

Updated 8 months ago by Sushma Palapatta Chandran

5. Case Details Page

User Guide V1.0 5. Cases

Case Details Page View:  Case details page provides a detailed view of the Case. The field value...

Updated 8 months ago by Sushma Palapatta Chandran

3. Pre-Requisite

User Guide V1.0 5. Cases

Pre-Requisite for Case Creation: Before creating Case below configurations should be done on Cas...

Updated 8 months ago by Sushma Palapatta Chandran

2. Case Module Dashboard

User Guide V1.0 5. Cases

The Case dashboard provides an overview and statistics of all the Cases generated in the module. ...

Updated 8 months ago by Sushma Palapatta Chandran

5. Bulk Upload

User Guide V1.0 6. Work Orders

Bulk Upload:  This feature is to create work orders in bulk.  Bulk upload is a 3-step process. T...

Updated 8 months ago by Sushma Palapatta Chandran

4. New Work Order.

User Guide V1.0 6. Work Orders

Work Order Flow: New Work Order:  Navigate to Work Orders >> New Work Order to create new Wor...

Updated 8 months ago by Sushma Palapatta Chandran

3. Prerequisites

User Guide V1.0 6. Work Orders

Prerequisites  Location Configuration:  It's important to configure Location in the Work Order ...

Updated 8 months ago by Sushma Palapatta Chandran