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.
Service Portal
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.
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 the 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.
Work and Time Management
Learn how to manage the records of the "Work and Time Management" module.
Taskboards
Learn how to visualize of data in the form of cards and lanes.