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.
Request Model Catalog
Get acquainted with two possible ways to create model catalogs to categorize requests.
Master Data
Learn how to manage data of the important business components: employees, organization structure, customers, products, and others.
Configuration Management
Configure the set of services according to your business needs. From this article, you will learn about the Configuration Management Database (CMDB) structure, configuration items, and more.
Services
Learn how to add new services.
Configuration Management
Discover how to configure portal pages, and create portal announcements and signatures.
Indication Management
Learn how to set up and manage indications based on set agreements.
Service Portal
Discover how to configure portal pages, and create portal announcements and signatures.
Knowledge Base
Learn how to create articles and categorize the content of the Knowledge Base.
Approvals
Find out about the tool that enables faster communication between the agents or different departments. Learn how to manage the approvals and customize them to suit your needs.
Task
Familiarize yourself with one of the main tables of the system that allows you to handle different types of tasks.
State Flow Designer
Learn how to create state models and configure transitions between the states.
Auto Assignment
Discover how to set up autoassignement to different task types.
Contracts
Find out how to create contracts – the records of documents that describe and formalize the relations between the provider, supplier, customer and consumer.
Contacts
Learn how to create new contacts.
Work and Time Management
Learn how to manage the records of the "Work and Time Management" module.
Personal Schedule
Learn how to create and view the employees' absence records.
Taskboards
Learn how to visualize of data in the form of cards and lanes.
Value Stream Management
Learn how to create products.
Demands
Learn how to perform tasks related to demand registration and demand management in a company.
Purchases
Learn how to track and manage your company's purchases, and associate them with created demands.
Budgets
Familiarize yourself with the platform tools that allow to plan and manage the company's budget.
Actual Cost Items
Learn how to register and store information about the actual cost items of the budget for a specific service or contract.
Cost Categories
Learn how to create new cost categories.
Cost Centers
Learn how to configure and manage cost centers.
Currencies
Learn how to manage the currencies used in the system.
Fiscal Periods
Learn how to manage fiscal periods used in the system.