AyMINE – Technical documentation
sys
- Translations
- System Management
- User Administration
- System User
- Documents and files
- System Groups and Teams for rights settings
- Record Relationships
- Client
- Dashboard
- Public link to the document
- Client settings
- Revisions and comments
- User administration
- Copying and moving files between objects
- Object location on the board
- Additional functions with files
- Client items
- Picture presentation
- Secure login to the sytem
- Configure gateways for external messages
- Connecting users to VOIP PBX
- Call directly from CRM
- Send SMS directly from CRM
- Formatted texts in the application
- Secure business communication
- System Configuration
- User Processes
- Processes in use
- Message with the outside world
- Email messages
- Relation types
- Securing posts and internal discussions
- Recent Files
- Crypto Wallet
- Electronic sign even on mobile device
tsk
- Required qualifications
- Package definition
- Phrases and terms
- Data Area
- Test
- Risk
- Task
- Business event
- Task, project & quality management
- Records and protocols
- Directives and Policies
- Events
- Risk Pattern
- Information
- Meeting
- Problems, tickets and their management
- Plan template / strategy
- Decision
- Configuration Package
- Record template
- Change management process in a project
- Task list
- Requirements
- Team Member
- Right to Manage Qualifications
- Input requirements
- Obligation
- Competencies and Skills
- Project definition
- Activity log
- List of event instances
- Task patterns saves work and improve quality
- Methodology and Quality Management systems
- My Tasks
- Task planning both in project and daily business
- Project Team
- Events and meetings
- Sample tasks and methodologies of the area
- Events and meetings
- List of event instances
- Client Settings
- Processed objects
- Mark patterns
- Manage your marks
- Region / project / methodology
- Personal calendar
- Objects of decision making
- Event activation buttons
- Objects affected by the problem
- Variant decision-making
- Recorded activities
- Self-Reminders
- Assigning a new task
- Objects related to the task pattern
- Effect of the task on the right to modify the attached object
- Level of Competence
- Manager approval with the task report
- Requirements waiting for you
- Notification events
- List of business areas
- Qualification of user or contact
- Activation buttons
- Why some data can't be deleted
- Starting events
- Qualification of user or contact
- My projects
- Objects processed in the task
- Project
- Reminders and Messages
- Notification events
- Objects of decision making
- Starting events
- Sample tasks and methodologies of the area
- Activation buttons
- Records managed by a project
- Timesheet
- Project role
- What makes up the methodology / SMJ
- Drag & Drop between records
- Location
- My areas
- Kanban Task Overview
- Personal Task
- Internal helpdesk
- Customer Care Centre
- Project baseline
- Return project plan by baseline
- Project Schedule
- Type of tests
- The person responsible for the task
- Deals / Contracts
- Customer Service Response Generation
- 8D report - tool for problem resolution
- Task Scheduling
- Administration of the Task Management Module
- Adminitration of areas, projects, calendars
- Discussion
- GDPR and record of qualifications
- System rights for the task management module
- Project Planning
- Employee Tasks
- Incident and Quality Issue Management
- Collaborative Resolution of Multiple Problems
- Notice – example of use
- FMEA criteria for detection evaluation
- FMEA system functionality analysis
- Methodology how to conduct FMEA
- FMEA analysis of the failure occurence
- Analysis of the FMEA Severity
- FMEA Analysis
- Management of responsibilities - RACI Matrix
- RACI Matrix for Project
- Improvements and Preventive Measures
crm
- Directory or people and companies
- Address books
- Contact per person or company
- Order overview for customer groups
- Customer Order Overview
- Message patterns
- Quickly available contacts
- Contacts and directories module (
- Address book list and management
- Privacy policy
- Groups of contacts
- System Permissions and CRM Module Settings
- Contracts
- Send bulk messages in compliance with GDPR
- Bulk email footer
- Bulk Emails
- Partner in a contract
- Unsubscribe and set preferences
for bulk mail - How to correctly forget a person's details
am
- Product Categories
- Shared analytical model accelerate your project and development
- Products, assets and sales
- Products and Goods
- Tendering and purchasing
- Product Supplier
- Product status and change
- Project Goal
- Business Offer
- Recalculate bid
- Pricing
- Pricing – volume discounts
- Offers summaries
- Order Reports
- Quality criteria
- Creating and processing orders
- Product or Product Property
- Why are the Quality criteria usefull
- DFEMA - FMEA of the product design
- HARA for product
- Offer and Price Access Rights
- Product Units
- System order status query
frm
- List of records
The AyMINE Framework Module- AyMINE releases
- AyMINE – Initial advice
- AyMINE Modules
- Object locks
- Configure how your system looks and works
- Filtering in the list of records
- Icons in AyMINE
- Deleting
- Your main dashboard
- Object lists
- More about how the system works
- Object detail
- Private notes and tags for objects
- ClipLink
- Gestures and keyboard shortcuts
- Drag & Drop between records
- System rights
- AyMINE (C) 2020
- Gestures and Keyboard Shortcuts
- Password retention policy
- framework user rights
- AyMINE — Windows Application
- AyMINE — Tips for Mobile Usage
- Overview of Modules and Record Types
hr
- Human resources
- Worker
- Human Resources module security
- Personalistics – User Permissions and roles
- Manage department / division data
- Synchronizing staff and system users
- Responsible HR Manager
- HR module role
- Registration of job seekers
- An overview of your staff
- Digital Personnel Archive
- Job Position
- Worker overview
Drag & Drop between records
Drag & Drop helps you work with records very quickly, even on a mobile device.
- Drag & Drop classic
- Drag & Drop on the touch screen
- Don't Be Afraid to Pull or Why "Pull and Drop" Requires Verification
We're all familiar with Drag & Drop, but AyMINE does more with it than it seems.
Drag & Drop classic
Classic drag and drop needs no introduction. The important thing is what goes where in drag and drop.
- Record previews, called clips (they are on the workbenches) can be grabbed and objects dropped onto them
- Detail can be grabbed and dropped in the title area – the top of the screen.
- In lists (tables) it is possible to grab rows and drop on rows. If there are hierarchical objects – e.g. information, it is possible to move them in this way.
- In lists it is also usually possible to drop directly on the title of the whole list – e.g. in the case of hierarchical objects it moves to the top level.
Drag and drop also works between multiple screens. When you open two projects in separate windows, for example, you can drag and drop objects between windows.
Drag & Drop between tabs / pages
If you want to drag something to a window in another tab, you can't use the classic drag and drop, but you can use right-click transfer:
- Right-click on the object you want to drag. You will see that it will change just as if you started dragging
- Find the window where you want to drag
- Press the right mouse button again where you would have let go
- Confirm the action
Drag & Drop on the touch screen
While touchscreens seem like the ideal environment for Drag & Drop functionality, it doesn't actually count on touchscreens. The reason for this is partly due to the gestures that Drag & Drop would be confused with, the other equally important reason is the size of the screens, where you can't see enough objects to drag between them.
AyMINE supports Drag & Drop on touchscreens. But it does it a little differently:
- Instead of grabbing and dragging, you grab by holding your finger on the object for a moment.
- Then hold your finger where you want to drag for a moment.
You can change the record between grab and run – go to a different tab, so it's no problem to move between different lists and records too.
Drag and drop on mobile screens uses the same logic and controls as described above in the Dragging between bookmarks section – holding your finger down corresponds to the right mouse button, so it's the same behaviour.
Don't Be Afraid to Pull or Why "Pull and Drop" Requires Verification
Drag & Drop is simple and fast, but always requires confirmation of the operation in the dialog. Of course, this is a bit of a drag, but it makes the job much safer. With Drag & Drop it is much easier to make a mistake, e.g. drag another line.
Therefore, there is always important information in the confirmation:
- The name of the record you are dragging,
- The name of the target record you are dragging to,
- A description of what change the drag will cause.
We highly recommend paying attention to these confirmation windows. You can avoid making a mistake.
The confirmation dialog is sometimes replaced by a direct specification of exactly what you want to do with the drag. This dialog both contains the names of the records affected by the operation and always allows you to cancel the operation.
With confirmation, you don't have to worry about dragging something unintentionally and unnoticed.
Drag & Drop support in the system module
Inserting records into the pocket
When you want to insert records into your pocket, just drag them onto the pocket and they will be inserted there. The behaviour corresponds to the option to select in the object in the Insert to pocket menu.
Assigning users
Users can generally be assigned to different objects. For a description of where they can be assigned, see the individual fields. For example, for task area, drag & drop support is here.