phkapa
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phkapa [27/07/2016 17:03] – [Create Users and Access] phalkaline | phkapa [27/07/2016 17:58] – [Create Users and Access] phalkaline | ||
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First thing to do before using pHKapa is create your Users and define the Access settings.\\ | First thing to do before using pHKapa is create your Users and define the Access settings.\\ | ||
- | Only with administrator accounts you can create Users and define Access settings, to do this you must go to your users and access | + | Only with administrator accounts you can create Users and define Access settings, to do this you must go access area -> Key Icon -> < |
More info at [[administration|Users and Access]] .\\ | More info at [[administration|Users and Access]] .\\ | ||
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Each ticket/ | Each ticket/ | ||
Fill up your tables with your business options.\\ | Fill up your tables with your business options.\\ | ||
- | More info at [[phkapaadministration# | + | More info at [[phkapaadministration# |
One important topic is relations between classify tables.\\ | One important topic is relations between classify tables.\\ | ||
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It works this way, at Register, you choose a Process and the Category and Activity fields are loaded only with Process related values.\\ | It works this way, at Register, you choose a Process and the Category and Activity fields are loaded only with Process related values.\\ | ||
When a ticket reaches PLAN stage, Cause field options is loaded only with Cause values related to Ticket Category.\\ | When a ticket reaches PLAN stage, Cause field options is loaded only with Cause values related to Ticket Category.\\ | ||
- | More info at [[phkapaadministration# | + | More info at [[phkapaadministration# |
Next task is define each Process a User belongs to.\\ | Next task is define each Process a User belongs to.\\ | ||
This task sets user access to tickets. each user will only have acess and receive notifications on self registered tickets and tickets on processes this user belongs to.\\ | This task sets user access to tickets. each user will only have acess and receive notifications on self registered tickets and tickets on processes this user belongs to.\\ | ||
- | Go to pHKapa | + | Go to pHKapa |
- | More info at [[phkapaadministration# | + | More info at [[phkapaadministration# |
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Action types are managed on menu Action Type , and you can have as many as you want.\\ | Action types are managed on menu Action Type , and you can have as many as you want.\\ | ||
On Action Type, when checking “Verification” option you set “Action Effectiveness” as required for this action/ | On Action Type, when checking “Verification” option you set “Action Effectiveness” as required for this action/ | ||
- | More info at [[phkapaadministration# | + | More info at [[phkapaadministration# |
===== Ready to START ===== | ===== Ready to START ===== | ||
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Click Menu -> Add Ticket and insert values for requested fields.\\ | Click Menu -> Add Ticket and insert values for requested fields.\\ | ||
**Origin Date, Type, Origin, Process, Activity, Category, Priority, Safety are required**\\ | **Origin Date, Type, Origin, Process, Activity, Category, Priority, Safety are required**\\ | ||
- | How to configure values for this tables? goto [[pHKapaAdministration|pHKapa | + | How to configure values for this tables? goto [[pHKapaAdministration|pHKapa |
After the request is "Saved with success", | After the request is "Saved with success", |
phkapa.txt · Last modified: 24/02/2021 10:52 by 127.0.0.1