Platform Service Tools
This section of the documentation is intended for administrators and provides information on various tools to efficiently manage your daily tasks and operations. In the following articles, you will find ways to optimize your workflow, speed up task processing, and configure general system settings such as master data, approval rules, request model catalogs, and others.
Organization
This section provides information on the basic organizational aspects of the company's operations. They include managing employee profiles and their working time, creating company cost centers, fiscal periods, the use of currencies in financial documents, and control of the company's budget in terms of working with the company demands and related purchasing operations.
Service Portal
Discover how to configure portal pages, and create portal announcements and signatures. The section also contains valuable information on creating articles and categorizing them in the Knowledge Base.
Services
Learn how to add new services and create model catalogs to categorize user queries.
This section also contains instruction on creating contracts – the records of documents that describe and formalize the relations between the provider, supplier, customer and consumer. A contract is a prerequisite for a service.
Configuration Management
Configure the set of services according to your business needs. From this section, you will learn about the Configuration Management Database (CMDB) structure, configuration items, and more.
Value Stream Management
Learn how to create products of your company and manage their development.
Indication Management
Learn how to set up and manage indications based on set agreements.
Task Management
Read this section to learn about working with the records of the Task table, configuring state models and using the task board.
Approvals
Find out about the tools that enable faster communication between the agents or different departments. Learn how to manage the approvals and customize them to suit your needs.