Advanced Search
Search Results
161 total results found
Assets
schedule-leave
BCA Module
Reports
Template
Agents
Vendors
e-PTW
Visitor Pass
VisitorList-application
Inventories
Visitor Pass - Visit log
Workflow Module
Subscribers
Contracts
Settings
Certificates & Licences
3.1. Assets Dashboard
Assets Dashboard: The Assets dashboard page is shown in the following screenshot. The Assets Dashboard page displays the following information and charts: Asset Summary: Shows the total number of assets in the system, including the count of active, inac...
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. i. Settings -> Agents -> skillset ...
3.2. Pre-Requisites For Asset Creation
To onboard assets, the following configurations must be completed in the settings module(Asset category, Manufacturer, Model, Location, Currency, Roles, Skillset.: Go to Settings and open Assets to configure Category, Manufacturer, and Model. Go to Setting...
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. i. Settings -> Invento...
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. i. Settings -> e-PTW ...
3.3. New Asset
Click on "New Asset" to onboard an individual asset. Left panel -> Assets -> New Asset: The new asset page will display a list of sections with links. To navigate to a particular section, simply click on the corresponding link. On the new asset page, as sho...
3.4. Bulk Upload
To onboard multiple assets in bulk: Left panel -> Assets -> Bulk Upload: The Bulk Upload process consists of three sections: Preparation: Download the bulk upload template by clicking the "Download Template" button. Pre-check: Check for any errors in t...
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. i. Settings -> Visitor Pass -> General General configu...
3.5. Asset Detail View
Asset detail view: Here, users can view detailed information about the asset (as shown in the following screenshots). Clicking on a specific asset in the asset list will navigate users to the asset detail view. The following features and tabs are displaye...
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. i. Settings -> Io T Gateway -> Asset Gateway Add Gateway: Click on add gateway button, to add...
3.6. Asset Edit/Update
Users will be able to edit the following options using the edit icon: Clicking on the edit icon will direct users to the "Edit Asset Info" page, where users can update the asset details. This page provides fields to modify the asset's core information, allo...
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. ...
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. Click on “add” button to create a new shift following page will be displa...
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. i. Settings -> Legal -> Terms of use: Terms of use: user can enable or...
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. 1. Dropdown: to select category types assets, agents, vendor. Se...
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, contr...
17.3 New Document
Left menu -> Certificates & licenses -> New Document In this page user can create following documents. Certificates licenses 17.3.1. Create New Certificate Left menu -> Certificates & licenses -> New Document -> Create Certif...
17.4 Document Detail View
To view document details, click on any one document from the documents list. System will navigate to document view page.
4.1. Inventories Dashboard
In this section, users can view all inventories within the system. They also have the option to edit inventory details through the detailed view page. Inventories dashboard having following features 1. Search: Users can search for any inventory by entering...
4.2. Pre-requisite for Inventory Creation
Before onboarding inventories, the user must configure the necessary settings such as Inventory Category, Manufacturer, SKU, Stock Room, Location, and Currency within the Settings module. Settings -> Inventories -> Inventory category: Add Category: The u...