Introduction

This guide provides a summary of the information of the parts of the system an administrator needs to know. Referencer are given to other guides with more detailed information of the specific parts.

Organization

On of the basic tasks of an administrator is to develop an organizational structure adapted for the business.

One links contact information, users, schedules and customers to the different parts of the organization.

See the guide Organization.

Roles

When opening an account for the first time, only administrator and Avista support roles are available. These have access to all functions within the account.

The administrator can add new roles. The administrator creates the roles for its staff members by assigning them different services. The role designates what Shift leaders, Planners and Staff Members are authorized to do in the system. Exampels of this is changing a menu, add new users, see the daily planning, perform deliveries through the mobile app etcetera.

See the guide Roles.

Users

The administrator adds new users to the system, deactivate the ones who will not longer use it and changes the permissions for users with changed work assignments.

A user can be assigned several roles and belong to one or more organization units. This determines what functions the user have access to; which users and customers it can see and interact with.

If the user is to receive notifications, contact information is added.

See the guide Users.

 

Customers

The customer is linked to one or more organization units, which determines which users who can work with the customer in the system.

One links customers with contracts, Avistaplaces and work orders.

Contracts may apply to a customer on a certain adress (room directory) and define what methods are to be used for a quality inspection.

Work orders linked to a customer may relate to individual deliveries or a series of repeated deliveries.

See the guides Customers, Contracts and Orders.

Avistaplaces may relate to individual customer addresses or rooms in the room directory.

If you are to use the room directory you ought to read the guides Import Room Directory and Manage Room Directory for more information.

Notifications

Notifications are used to send messages when something happens, as reminders for events or if something that is planned to happen fails to do so.

The administrator needs to create suitable messages and link them to the different notification events.

Notifications can be sent for different types of activities, deliveries or apply to staff members’ scheduled work hours.

See the guide Notifications.