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4.3. New Inventory

User Guide V1.0 4. Inventories

New inventory creation process: Using this feature, the user can onboard or register new inventories into the system. Left Menu -> Inventory -> New Inventory A list of sections under the new inventory page will be available, by clicking on the specific secti...

4.4. Bulk Upload

User Guide V1.0 4. Inventories

Bulk upload has the following features.         New Inventory Bulk Upload         Stocktake Bulk Upload         StockUpdate Bulk Upload       4.4.1. New Inventory Bulk Upload By using this feature, the user can onboard multiple inventories in ...

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 redirect you to inventory detail view page.

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 info, page should be redirected to update inventory page. Users can update the inventory info and click on the save button. Save button will be enabled. “Inve...

4.7. Stocktake

User Guide V1.0 4. Inventories

Stocktake dashboard has the following features.            Search: User can search for any specific file with their title.        Stocktake table: User can view your uploaded csv files with a link to download to your local pc.        Total records:...

1. Overview.

User Guide V1.0 15. Contracts

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

4.8. StockUpdate

User Guide V1.0 4. Inventories

Stock Update dashboard has the following features. 1.       Search: User can search for any specific file with their title. 2.       Stock Update table: User can view your uploaded csv files with a link to download to your local pc. 3.      Total records:...

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...

1. Overview

User Guide V1.0 5. Cases

Case basically means a Complaint, enquiry, incident or a service request. This module is used in different scenarios like, raising an issue related to the quality or functionality of any Assets or facilities, asking about the things related to the scope of ass...

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...

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. Below are the details displayed on the Case dashboard. Widget: Different status and the number of cases against the statuses in the module. Case summ...

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...

3. Pre-Requisite

User Guide V1.0 5. Cases

Pre-Requisite for Case Creation: Before creating Case below configurations should be done on Case settings. The configuration includes:  Case type configuration.  Case sub type configuration.  SLA configuration.  Agent configuratio...

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 be displayed.    Create Case by Asset:  Asset Name: To select Asset name to create Case. Add Asset: To add the selected Asset name to create Case...

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 valued filled during Case creation can be viewed in the details page. Additionally, it provides information on recent activities of the specific Case along with the tim...

1. Overview

User Guide V1.0 6. Work Orders

Overview:  A Work order serves as a formal document used in various sectors to instruct specific tasks to complete within a specific period. Work Orders provide clarity, accountability, and proper execution of work within an organization. 

2. Work Order Dashboard

User Guide V1.0 6. Work Orders

Work Order Dashboard:  By clicking on the Work Order module from the platform, the Work order list dashboard will appear. The dashboard contains the following details below:  List of Work orders for Today (Current day) / Week / Month / Year based...

3. Prerequisites

User Guide V1.0 6. Work Orders

Prerequisites  Location Configuration:  It's important to configure Location in the Work Order creation process, for identifying work location and to identify the Agents available to take up the task in the specific location to expediate the task completion....

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 ...

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 Work Order.    Create New Work Order:  Ad-hoc / Open: To create an ad-hoc or open work orders.  Parent: To create parent work order. One Parent ...