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16. Contracts

User Guide V1.0 16. Settings

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

User Guide V1.0 17. Certificate & Licenses

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

User Guide V1.0 17. Certificate & Licenses

To view document details, click on any one document from the documents list. System will navigate to document view page.

1. Overview.

User Guide V1.0 15. Contracts

Contractor is engaged under a contract to provide Laboure or services. 

2. Pre-requisites

User Guide V1.0 15. Contracts

General Config:  To describe the Contract approver involvement in Contract submission process. The toggle button is used to enable or disable the feature to decide on contract approver is required during contract submission or not.       Contract Type Con...

3. Contracts Dashboard

User Guide V1.0 15. Contracts

Contracts Dashboard:  Contract Dashboard provides a high-level overview on the Total number of contracts, number of contracts with various statuses, categories etc.    Below are the items that can be viewed on the Contracts dashboard. Contracts Wid...

4. New Contract

User Guide V1.0 15. Contracts

New Contract:  Create a new contract by navigating to Contracts >> New Contracts from application dashboard.   Below are the parameters involved in the New Contract creation process.  Contract Details: This section is given to describe the basic i...

1. Pre-requisites:

User Guide V1.0 14. Subscribers

Configure Asseto Plan:  List page of the Asseto Plan configuration page involves:  Add Plan: To add a new plan. List View: To display the existing plans configured in a dynamic table. Edit Icon: To edit specific plan. Delete: To delete specific ...

2. Subscriber Module Dashboard

User Guide V1.0 14. Subscribers

Subscribers Module Dashboard:  The Subscribers Module Dashboard provides the information below.  Widget: To display the number of Subscribers against different types of plans and total number of subscribers. All Plan: To apply filter con...

3. Add New Subscribers

User Guide V1.0 14. Subscribers

Add New Subscribers:  Add a New Subscriber by navigating to Subscribers >> New Subscriber.  New Subscriber Page View:  Creating subscribing is a 5-step process. It includes:  Select Plan Subscriber Info Add-on Module Quotation ...

1. Overview

User Guide V1.0 13. Workflow

Overview:  Workflow is a systematic business activity which automates different processes to complete specific tasks in a specific period.  Key elements of describing a workflow process in business include:  Configure User Roles: To define the...

2. Workflow Dashboard

User Guide V1.0 13. Workflow

Workflow Dashboard:  Workflow dashboard displays the list of Workflows built by the developers. Below are the details displayed in a dynamic table.    Workflow Name: Name of the Workflow. Module Name: Name of the module for which the workflow is bu...

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 below page. Below are the different parameters for creating the new workflow.    Workflow Name: User with the right permission ex: Super-admin, who creates the wor...

12.1. BCA Dashboard

User Guide V1.0 12. BCA

Dashboard has the following features. 1.      Statuses:  it shows the count of total number of BCA Projects in the system, total number of scheduled, in progress, pending                   approval and completed till date.         2.      Dropdown: To sear...

12.2 Pre requisites to create New BCA Project

User Guide V1.0 12. BCA

Need to configure Location, Components in settings, attach those components to assets while creating BCA project. Create agent with assessor role in agents module and onboard assets in assets module i.                 settings -> assets -> components Click on...

12.3. New BCA Project

User Guide V1.0 12. BCA

Using this option, the admin/user who creates the BCA project can choose from three methodologies: IMM, CIBSE, or JKR as shown by below screenshot. Methodology: There are three methodologies: IIMM, CIBSE, and JKR. The BCA project will be created based on on...

12.4. BCA Project Detail View - Before Assessment

User Guide V1.0 12. BCA

Note: This BCA project details view is available after the project has been created and before the completion of the assessment. Note: Currently, the asset status is set to "Not Started." Once the assessor completes the assessment, the asset status will be...

12.5. BCA Project Workflow

User Guide V1.0 12. BCA

Step1: Project created by the user (admin). Step2: Selected assessor will notify in asseto mobile app. Login into asseto app and can view the project location and details, with the option to accept or reject the project.     Note: Only one Assessor will ac...

12.6. BCA Project Detail View Page – After Completion of Project

User Guide V1.0 12. BCA

Once supervisor approved this project, In the project ‘details view page’ right corner user can view the “option icon” as shown by following screenshot and having following options.           Create Work Order: When a defect occurs with asset, a work ...

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 each status.   Widgets: To show the different status and count against each status. Visitors Pass Frequency: To show the statistics based on the frequency....