For SupervisorΒΆ

Quick Start

  • Start new project
  • Invite team to project
  • Import orders from CSV
  • Create new order
  • Create sub-order
  • Find and open order
  • Track SLA metrics
  • Track KPI metrics
  • Review and follow up the order history
  • Read/write messages (public/internal)
  • Upload/download order artifacts (files)
  • Change order status (move by workflow)
  • Create package
  • Find and open package
  • Manage package files
  • Run package automation
  • Deliver (upload) package
  • Download package
  • Change notification settings

Configuration

  • Manage Users
    • View all users of the system
    • Create new user account
    • Manage user access
    • Change user password
    • Change user role
    • Block/unblock user
    • Delete user account
  • Manage Projects
    • View all projects
    • Create new project
    • Duplicate project
    • Block/Unblock project
    • Delete project
  • Edit project settings
    • Edit project name and IDs
    • Manage user access
    • Set working calendar
    • Configure SLA tracker
    • Configure KPI tracker
    • Create automation Business Rules for Orders
    • Customize email notifications
    • Edit order types
    • Edit order workflow
    • Set repository for order artifacts
    • Set repository for all project packages
    • Set repository for delivered packages
    • Manage order attributes
    • Manage package attributes
    • Add automation scripts, CMD for Packages
  • Edit system settings
    • Base URL
    • System date and time format
    • SMTP settings
    • System calendar
    • API settings
 
  • ← How-to Manuals
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Table of content:

  • Overview
  • Installation
  • How-to Manuals
    • For Supervisor
    • For Customer
    • For Engineer
    • Sign In on Desktop Client app
    • Sign In on Web Portal
  • REST API

Related Topics

  • Documentation overview
    • How-to Manuals
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