Difference between revisions of "Administration"
Msugranyes (talk | contribs) |
Msugranyes (talk | contribs) |
||
| (3 intermediate revisions by the same user not shown) | |||
| Line 6: | Line 6: | ||
Used to manage all address records in the system. This could include: | Used to manage all address records in the system. This could include: | ||
| − | Company or branch office locations. | + | - Company or branch office locations. |
| − | Customer or supplier addresses. | + | - Customer or supplier addresses. |
| − | Addresses used for billing, shipping, or reporting. | + | - Addresses used for billing, shipping, or reporting. |
| − | Likely includes fields like country, city, ZIP/postal code, street, etc. | + | - Likely includes fields like country, city, ZIP/postal code, street, etc. |
| | ||
| Line 22: | Line 22: | ||
This section is for managing system administrators. Likely functionalities: | This section is for managing system administrators. Likely functionalities: | ||
| − | Create, edit, or delete administrator accounts. | + | - Create, edit, or delete administrator accounts. |
| − | Assign high-level permissions. | + | - Assign high-level permissions. |
| − | Monitor admin activity logs. | + | - Monitor admin activity logs. |
| − | Configure security settings like 2FA (two-factor authentication). | + | - Configure security settings like 2FA (two-factor authentication). |
| | ||
| Line 38: | Line 38: | ||
Customer data management module. Common features include: | Customer data management module. Common features include: | ||
| − | Registering new customers with contact details. | + | - Registering new customers with contact details. |
| − | Viewing purchase or interaction history. | + | - Viewing purchase or interaction history. |
| − | Categorizing customers by industry, region, or size. | + | - Categorizing customers by '''industry''', '''region''', or '''size'''. |
| − | Associating customers with orders, invoices, or support cases. | + | - Associating customers with '''orders''', '''invoices''', or '''support cases'''. |
[[File:Customers1.png|RTENOTITLE]] | [[File:Customers1.png|RTENOTITLE]] | ||
| Line 54: | Line 54: | ||
This refers to '''functional components''' of the system. Likely functions: | This refers to '''functional components''' of the system. Likely functions: | ||
| − | Enable or disable specific modules (e.g., inventory, CRM, invoicing). | + | - Enable or disable specific modules (e.g., '''inventory''', '''CRM''', '''invoicing'''). |
| − | Add or configure third-party integrations or internal features. | + | - Add or configure third-party integrations or internal features. |
| − | Manage module settings, visibility, or availability. | + | - Manage module '''settings''', '''visibility''', or '''availability'''. |
| − | Install updates or add-ons. | + | - Install updates or add-ons. |
[[File:Modules1.png|RTENOTITLE]] | [[File:Modules1.png|RTENOTITLE]] | ||
| Line 72: | Line 72: | ||
Used primarily in '''<u>manufacturing</u> or <u>quality control environments</u>'''. This section manages: | Used primarily in '''<u>manufacturing</u> or <u>quality control environments</u>'''. This section manages: | ||
| − | Types of inspections (visual, functional, dimensional, etc.). | + | - Types of inspections ('''visual''', '''functional''', '''dimensional''', etc.). |
| − | Acceptance/rejection criteria for parts. | + | - Acceptance/rejection criteria for parts. |
| − | Documentation or checklist templates for each inspection type. | + | - Documentation or checklist templates for each inspection type. |
| − | Possibly linked to production or maintenance workflows. | + | - Possibly linked to production or maintenance workflows. |
| | ||
| Line 88: | Line 88: | ||
Related to <u>'''time periods'''</u> or <u>'''reporting cycles'''</u>. | Related to <u>'''time periods'''</u> or <u>'''reporting cycles'''</u>. | ||
| − | Defining fiscal, production, or operational periods. | + | - Defining fiscal, production, or operational periods. |
| − | Associating activities (like worked hours, production runs) to specific periods. | + | - Associating activities (like '''worked hours''', '''production runs''') to specific periods. |
| − | Filtering reports or payroll data by period (monthly, weekly, quarterly). | + | - Filtering reports or payroll data by period ('''monthly''', '''weekly''', '''quarterly'''). |
| − | Closing or archiving time periods. | + | - Closing or archiving time periods. |
[[File:Periods.png|RTENOTITLE]] | [[File:Periods.png|RTENOTITLE]] | ||
| Line 106: | Line 106: | ||
A critical section for<u>'''analytics and decision-making'''</u>. | A critical section for<u>'''analytics and decision-making'''</u>. | ||
| − | Generating operational, financial, or HR reports. | + | - Generating operational, financial, or HR reports. |
| − | Customizing filters (by date, department, user, etc.). | + | - Customizing filters (by '''date''', '''department''', '''user''', etc.). |
| − | Exporting reports in formats like PDF, Excel, or CSV. | + | - Exporting reports in formats like PDF, Excel, or CSV. |
| − | Automated or scheduled report generation. | + | - Automated or scheduled report generation. |
| | ||
| Line 122: | Line 122: | ||
Used to define <u>'''user access levels'''</u> and responsibilities. | Used to define <u>'''user access levels'''</u> and responsibilities. | ||
| − | Admin: Full system access. | + | - '''Admin''': Full system access. |
| − | Supervisor: Limited to specific modules or sections. | + | - '''Supervisor''': Limited to specific modules or sections. |
| − | Operator: Can only perform assigned tasks. | + | - '''Operator''': Can only perform assigned tasks. |
| − | Auditor: Read-only access. | + | - '''Auditor''': Read-only access. |
| − | Each role defines what users '''can and cannot do''' (view, edit, delete, export, etc.). | + | - Each role defines what users '''can and cannot do''' ('''view''', '''edit''', '''delete''', '''export''', etc.). |
---- | ---- | ||
| Line 138: | Line 138: | ||
Likely refers to '''<u>departments</u> '''or'''<u>organizational units</u>'''. | Likely refers to '''<u>departments</u> '''or'''<u>organizational units</u>'''. | ||
| − | Defining company departments (e.g., Production, QA, Logistics, HR). | + | Defining company departments (e.g., '''Production''', '''QA''', '''Logistics''', '''HR'''). |
Assigning users, tasks, or modules to specific sections. | Assigning users, tasks, or modules to specific sections. | ||
| Line 154: | Line 154: | ||
Manages information about <u>'''external vendors or suppliers'''</u>. | Manages information about <u>'''external vendors or suppliers'''</u>. | ||
| − | Registering supplier contact details and tax IDs. | + | - Registering supplier contact details and tax IDs. |
| − | Tracking purchase orders and delivery performance. | + | - Tracking purchase orders and delivery performance. |
| − | Evaluating supplier quality and reliability. | + | - Evaluating supplier quality and reliability. |
| − | Linking suppliers to products, parts, or materials. | + | - Linking suppliers to products, parts, or materials. |
| | ||
| Line 170: | Line 170: | ||
Comprehensive <u>'''user account management'''</u>. | Comprehensive <u>'''user account management'''</u>. | ||
| − | Create and manage user accounts. | + | - Create and manage user accounts. |
| − | Assign roles, sections, and permissions. | + | - Assign roles, sections, and permissions. |
| − | Lock, deactivate, or delete users. | + | - Lock, deactivate, or delete users. |
| − | Track user login history and activity. | + | - Track user login history and activity. |
| | ||
| Line 182: | Line 182: | ||
=== <u>'''''12. Worked Hours'''''</u> === | === <u>'''''12. Worked Hours'''''</u> === | ||
| − | Tracks and manages <u>'''employee working hours'''</u>. | + | - Tracks and manages <u>'''employee working hours'''</u>. |
| − | Logging start and end times for shifts. | + | - Logging start and end times for shifts. |
| − | Calculating total hours, overtime, or breaks. | + | - Calculating total hours, overtime, or breaks. |
| − | Associating time with projects, cost centers, or sections. | + | - Associating time with projects, cost centers, or sections. |
| − | Exporting time logs for payroll or reporting. | + | - Exporting time logs for payroll or reporting. |
| | ||
| | ||
Latest revision as of 09:38, 22 April 2026
Contents
ADMINISTRATION
1. Addresses
Used to manage all address records in the system. This could include:
- Company or branch office locations.
- Customer or supplier addresses.
- Addresses used for billing, shipping, or reporting.
- Likely includes fields like country, city, ZIP/postal code, street, etc.
2. Administrator
This section is for managing system administrators. Likely functionalities:
- Create, edit, or delete administrator accounts.
- Assign high-level permissions.
- Monitor admin activity logs.
- Configure security settings like 2FA (two-factor authentication).
3. Customers
Customer data management module. Common features include:
- Registering new customers with contact details.
- Viewing purchase or interaction history.
- Categorizing customers by industry, region, or size.
- Associating customers with orders, invoices, or support cases.
4. Modules
This refers to functional components of the system. Likely functions:
- Enable or disable specific modules (e.g., inventory, CRM, invoicing).
- Add or configure third-party integrations or internal features.
- Manage module settings, visibility, or availability.
- Install updates or add-ons.
5. Part Inspection Types
Used primarily in manufacturing or quality control environments. This section manages:
- Types of inspections (visual, functional, dimensional, etc.).
- Acceptance/rejection criteria for parts.
- Documentation or checklist templates for each inspection type.
- Possibly linked to production or maintenance workflows.
6. Period
Related to time periods or reporting cycles.
- Defining fiscal, production, or operational periods.
- Associating activities (like worked hours, production runs) to specific periods.
- Filtering reports or payroll data by period (monthly, weekly, quarterly).
- Closing or archiving time periods.
7. Reporting
A critical section foranalytics and decision-making.
- Generating operational, financial, or HR reports.
- Customizing filters (by date, department, user, etc.).
- Exporting reports in formats like PDF, Excel, or CSV.
- Automated or scheduled report generation.
8. Roles
Used to define user access levels and responsibilities.
- Admin: Full system access.
- Supervisor: Limited to specific modules or sections.
- Operator: Can only perform assigned tasks.
- Auditor: Read-only access.
- Each role defines what users can and cannot do (view, edit, delete, export, etc.).
9. Sections
Likely refers to departments ororganizational units.
Defining company departments (e.g., Production, QA, Logistics, HR).
Assigning users, tasks, or modules to specific sections.
Reporting by section to track productivity or performance.
Controlling access based on section membership.
10. Suppliers
Manages information about external vendors or suppliers.
- Registering supplier contact details and tax IDs.
- Tracking purchase orders and delivery performance.
- Evaluating supplier quality and reliability.
- Linking suppliers to products, parts, or materials.
11. Users
Comprehensive user account management.
- Create and manage user accounts.
- Assign roles, sections, and permissions.
- Lock, deactivate, or delete users.
- Track user login history and activity.
12. Worked Hours
- Tracks and manages employee working hours.
- Logging start and end times for shifts.
- Calculating total hours, overtime, or breaks.
- Associating time with projects, cost centers, or sections.
- Exporting time logs for payroll or reporting.
