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18.1 Pre requisites to Access Knowledge Base Page

User Guide V1.0 18. Knowledge Base

When the option is enabled in the settings, the Knowledge Base module will be visible in the left panel. Settings -> Knowledge Base The left side menu is available, with the ‘General’ page highlighted by default. It has 2 features. General FAQ ...

18.2 Knowledge Base Dashboard

User Guide V1.0 18. Knowledge Base

Knowledge Base dashboard has the following features. The modules that were enabled earlier in the settings are displayed here.         FAQ: To view our curated FAQ for asseto products. The “Topics” that were added earlier in the settings -> FAQ are d...

17.1 Certificates & License Dashboard

User Guide V1.0 17. Certificate & Licenses

Certificates & licenses dashboard having following features.   1.      Statuses: The wedges display the count of total number of documents in the system, total number of active, expiring, and                       expired till date. 2.      Dropdown: To se...

17.2 Pre requisites to Create New Document

User Guide V1.0 17. Certificate & Licenses

Need to configure New Document (Certificates or license) in settings. Settings -> Certificates & license -> Add New Document  1.      Dropdown: To select category types of assets, agents, vendor. Select any category results will be display in below documen...

Settings Overview

User Guide V1.0 16. Settings

Every module has a separate configuration in settings by respective section.

1. Asseto Plan

User Guide V1.0 16. Settings

User can configure plan and add-on module. Options are available as menu on left side. Plan is highlighted by default. Here user can Manage plan, check consumption, manage payment and view billing. i.                 Settings -> Asseto Plan -> Plan: Plan...

2. My Organisation

User Guide V1.0 16. Settings

User can configure Working calendar, Organisation time zones, currency settings, Language settings, location, building, Floor, Room, Roles, Resource groups, Notifications and Broadcast Notification. Options are available as menu on left side, working calendar...

3. Global Filters

User Guide V1.0 16. Settings

 Settings -> Global Filters: User can add new filter based on asset, building and location.  Options are available as menu on left side, Location is highlighted by default. i.                 Settings -> Global Filters -> Location: Click on save button...

4. Assets

User Guide V1.0 16. Settings

Settings -> Assets: User can configure Category, manufacturer, model, Defect, custom fields, decommissioning report, decommissioning reasons/facts, components and custom table configuration. Options are available as menu on left side, Category is highlighted b...

5. Case

User Guide V1.0 16. Settings

User can configure Case type, Sub-type, SLA, Incident portal, case association, custom fields, approaching SLA, case owner auto assignment and custom table configuration. Options are available as menu on left side, type is highlighted by default.

6. Work Orders

User Guide V1.0 16. Settings

User can configure General (If enabled, the field agent has the option to upload picture of the asset/location in order to start the work order), Work order type, Sub-type, Category, SLA, Resolution, Task Template, custom fields, custom fields resolution, appr...

7. Agents

User Guide V1.0 16. Settings

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 ...

8. Inventories

User Guide V1.0 16. Settings

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

User Guide V1.0 16. Settings

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 ...

10. Visitor Pass

User Guide V1.0 16. Settings

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...

11. IO T Gateway

User Guide V1.0 16. Settings

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...

12. Knowledge Base

User Guide V1.0 16. Settings

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 Guide V1.0 16. Settings

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

User Guide V1.0 16. Settings

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

User Guide V1.0 16. Settings

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...