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2022-10-20 16:17:58 +00:00
parent 686318314e
commit 8bb990c026
6 changed files with 33 additions and 183 deletions

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@@ -15,10 +15,30 @@ todo: Money monday
todo: add guided tours link to website body somewhere? Or maybe once there are more?
Customer self service cycle from create cust, contact, request service, fill in wo, trigger notification etc
User notification subscription simple one but common useful.
Admin
How to remove fields from a form and make some required entry
how to rename text in translation
Service
How to add a customer and a Unit for that customer
Find the service history for a customer
Find the service history for a unit
How to drill down and view the schedule for a single user and list their jobs
How to create and use a PM
INventory
Add a supplier
Add a part
Create a purchase order
Accounting
Add a contract
Ops but backup user
Check backup and download
Customer UI
Customer self service cycle from create cust, contact, request service, fill in wo, trigger notification etc
User general
User notification subscription simple one but common useful.
todo: Welcome aboard email for subscribers with critical info:
- Backup responsibility and links to backup
- Server maintenance windows for each location (actually can just give a time window as they all fall outside of work day)