Project Guide

Overview for https://demo.es-au.com

User Types and login info:

System Manager = person.one

User | Contractor | Employee = person.ten

Customer = customer.one

Supplier = supplier.one

Login

1 - Login with the required credentials for the user type - these are supplied by your company administrator

2 - Top right corner of the screen - select "Your Icon" - select "Enable Full Width"

3 - Top left corner is the icon ERP (home screen) - select the "Icon"

A - Right Mouse Button Click and select "Open Link in a New Tab"

4 - Select the Home Folder (left side menu)

Project & Task

5 - Select Project

6 - Select an Open Project - select project

7 - Select Task (under the heading "Connections") - Located near the top left of the screen | or you can create a new task by selecting +

8 - Task List - There is a selection menu at the top of the displayed list - you can select multiple criteria - review the "Status" and "% Progress"

9 - Task List - Select a Task

10 - Task - Review the following:

A - Task Steps | the steps are manually updated from a spreadsheet using copy paste | the "completed" box can be "un-ticked" to create and outstanding task

B-  Secondary Task Steps (can be added) | the steps are manually updated from a spreadsheet using copy paste | the "completed" box can be "un-ticked" to create and outstanding task

C - Audit Log (at the very bottom of the page)

11 - Task & Project - Review the following for assigning resources

A - "Allocated to" - This is the user (person) that the task is allocated to - an email is automatically sent to the user when added

B - "Assigned To" (top left side bar menu) - The additional users (people) that are assigned to the task - an email is automatically sent to the user when added

C - Select Project - scroll down to "Users" - you can add users to the entire project - Project will be accessible on the website to these users - an email is automatically sent to the user when added

Reports

Select Projects (left side menu)

Select Custom Reports |

Select Report "Task Incomplete Steps"

Additional reports can be created by adding a new report - use the search bar on the top menu - type "Report List" and select this. Existing reports can be customised, and column's can be added or removed - select "Save As" to save the new report view

Report Views

View selection - selection is located on the top right of the screen

List View - standard view with column list options

Report View - custom view

Dashboard View - custom view for visual representation of information

Gantt View - custom view for timeline information

Kanban View - custom view for "status" information

Calendar View - custom view for timeline information

Support & Maintenance

Service Level Agreement | RMA | Help Desk | Troubleshooting | Maintenance Schedule and On Site Repair

Select Support (left side menu)

Support provides a portal for "Issues" to be created manually, or automatically via email - integration with any existing Help Desk platform

The 'Issue" created can be linked directly to an existing "Task"

Support is used by all system users to help resolve any "Task Item" that has an issue

Support - Any existing Task can have the "Completed Tick" un-clicked, and the work required can be assigned to a user

RMA | Warranty Claim | Serial Number

Service Level Agreement - Response Time | Resolution Time | Status | Working Hours | SLA Status for each "Task"

Help Desk - portal is designed for Customer and Internal Questions | Issues | Bugs

Audit and Compliance ( ISO 9000 | 27000 | 55000 )

Document Types (DocType) - Any web page in the application that includes user input includes:

Ability to log and record for audit purposes:

1 - Any user who viewed the doctype

2 - Any user who changed or updated the doctype

Notifications

Notifications - Email | SMS | Telegram | Internal System

1 - Notifications are custom to each DocType - each DocType "update" can have a separate notification

Workflows

Workflows - Email | SMS | Telegram | Internal System

1 - Workflow - workflows are custom to each DocType - each DocType "save or submit" can have a separate notification

Monitoring

Monitoring - Email | SMS | Telegram | Internal System

1 - Items and IT systems - status up | down and a detailed view of the device status

Tracking

Tracking - Email | SMS | Telegram | Internal System

1 - phone | tablet | computer | device | vehicle - location provided live and a detailed view of the device status