Difference between revisions of "Setup Wizard"
Jump to navigation
Jump to search
Ascentadmin (talk | contribs) m |
Ascentadmin (talk | contribs) m |
||
| Line 14: | Line 14: | ||
| colspan="4" style="width: 265px;" | | | colspan="4" style="width: 265px;" | | ||
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Customer_Management#customersitesTab| | + | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Customer_Management#customersitesTab|Chart of Accounts]] |
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Customer_Management#customertaskstab| | + | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Customer_Management#customertaskstab|Type of Work]] |
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Customer_Management#customercontactstab| | + | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Customer_Management#customercontactstab|Version/Revision Type]] |
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Customer_Management#customernotestab| | + | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Customer_Management#customernotestab|Manufacturer Matrix]] |
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Customer_Management#customerdoctab| | + | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Customer_Management#customerdoctab|Equipment Type]] |
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Customer_Management#customerinvoicestab| | + | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Customer_Management#customerinvoicestab|Warehouses]] |
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Customer_Management#customeragreementstab| | + | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Customer_Management#customeragreementstab|Inventory Groups]] |
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Customer_Management#customersitesTab| | + | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Customer_Management#customersitesTab|Misc Item Groups]] |
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Customer_Management#customertaskstab| | + | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Customer_Management#customertaskstab|Items]] |
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Customer_Management#customercontactstab| | + | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Customer_Management#customercontactstab|User Management]] |
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Customer_Management#customernotestab| | + | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Customer_Management#customernotestab|ETA/SLA Configuration]] |
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Customer_Management#customerdoctab| | + | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Customer_Management#customerdoctab|Workflow Milestones]] |
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Customer_Management#customerinvoicestab| | + | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Customer_Management#customerinvoicestab|Service Location Types]] |
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Customer_Management#customeragreementstab| | + | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Customer_Management#customeragreementstab|Collateral Tasks]] |
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Customer_Management#customersitesTab| | + | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Customer_Management#customersitesTab|Marketing - Advertising]] |
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Customer_Management#customertaskstab| | + | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Customer_Management#customertaskstab|Nat'l/Reg Chains]] |
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Customer_Management#customercontactstab| | + | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Customer_Management#customercontactstab|Contact Classification]] |
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Customer_Management#customernotestab| | + | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Customer_Management#customernotestab|Inactive Reasons]] |
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Customer_Management#customerdoctab| | + | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Customer_Management#customerdoctab|Note Categories]] |
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Customer_Management#customerinvoicestab| | + | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Customer_Management#customerinvoicestab|Service Requests]] |
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Customer_Management#customeragreementstab| | + | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Customer_Management#customeragreementstab|Service Solutions]] |
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Customer_Management#customersitesTab| | + | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Customer_Management#customersitesTab|Workforce]] |
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Customer_Management#customertaskstab| | + | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Customer_Management#customertaskstab|System Defaults]] |
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
|- | |- | ||
| style="width: 265px;" | | | style="width: 265px;" | | ||
Revision as of 10:18, 29 June 2023
| |||
| Navigation | |||
| Complete Intiial setup > Setup Wizard opens automtically | |||
| Overview | |||
| Once the initial setup and import is completed the system will automatically open the Setup Wizard. The Setup Wizard provides quick access to the setup options. Once the setup is complete the user must validate the settings to verify that all of the required steps have been complete. If the setting are valid, the user will be provided the ability to continue to the software. | |||
| • Chart of Accounts | |||
| • Type of Work | |||
| • Version/Revision Type | |||
| • Manufacturer Matrix | |||
| • Equipment Type | |||
| • Warehouses | |||
| • Inventory Groups | |||
| • Misc Item Groups | |||
| • Items | |||
| • User Management | |||
| • ETA/SLA Configuration | |||
| • Workflow Milestones | |||
| • Service Location Types | |||
| • Collateral Tasks | |||
| • Marketing - Advertising | |||
| • Nat'l/Reg Chains | |||
| • Contact Classification | |||
| • Inactive Reasons | |||
| • Note Categories | |||
| • Service Requests | |||
| • Service Solutions | |||
| • Workforce | |||
| • System Defaults | |||
