Platform
The settings that decide how the other ten behave.
Users, roles, companies, units, configuration, number ranges, audit, connectors, drives, forms and analytics. Most of what people ask support for is a five-minute change on one of these screens.
Watch for: Almost everything here is per company. Setting it once does not set it for the group.
Lessons opened: 0/21
Access & Security
Who may sign in, what they may reach, and what they did.
- Access Who may sign in, which directory vouches for them, what they may reach once they are in, who is signed in at this moment 7 screens
- Assurance What was done, by whom, and how the platform is performing. 3 screens
Configuration
The company tree, the numbering, the lists, and what this company has added.
- Configuration The company tree, the numbering, the lists every module chooses from, and the numbers the platform itself runs on. 5 screens
- Classification Category sets and their trees, descriptive attributes, and the shared address book — the spine every master stands on. 5 screens
- Customization Fields and logic this company has added. Held in a schema of their own and presented by an outer join, so no table the p 2 screens
Automation
Work that happens without anybody doing it, at one record or at a million.
- Automation Work that happens because something happened, without anyone doing it. 3 screens
- Batch Mass functions: the jobs every module runs over many records at once, the run books that order them, and what each run a 6 screens
- Business Flows The chains that cross module boundaries — procure to pay, quote to cash, hire to retire — counted rather than drawn. 8 screens
Connectivity
What is connected in, what reaches out, and what money and public comment come through.
- Integration What is connected, and what is flowing. 4 screens
- APIs & Events The way other systems reach in, and the way this one reaches out. 3 screens
- Payments Card and wallet engines, what they charge, and what they took. 3 screens
- Social Listening The social accounts this company listens through, what each one watches for, and the thresholds applied to everything th 2 screens
Data & Documents
Where files live, what leaves as paper, and the shapes and sets generated here.
- Drives & Files Google Drive, OneDrive, SharePoint, Dropbox, Box, Amazon S3, Azure Blob Storage, Google Cloud Storage and WebDAV — the p 3 screens
- Content Where documents come from, what was found in them, and what they are attached to. 4 screens
- Printed Forms The invoice, the cheque, the purchase order and every other document this company sends out — drawn on the page rather t 2 screens
- Geometry & Generation The shape of a part or a body, and data that never belonged to anybody. 5 screens
Insight
Governed datasets, the numbers defined once, and the catalog over them.
- Analytics Governed datasets, the numbers defined once, and the boards that show them. 5 screens
- Reporting Executive, management, operational and audit reporting over this module’s records. 2 screens
Operations
Coming across from the old system, and whether this one is well.
- Legacy Migration Bringing a company across from the system it is leaving — masters and open transactions through the application, closed 9 screens
- Health What is working, and what needs attention. 3 screens
More
- Reachable by link These screens carry no tile on the module page. They are reached from the record they belong to, from a saved view, or b 1 screens