Administration of the Task Management Module

Setting up where each function works is necessary for the system to function properly and be available.

• Where module administration is performed
• Setting Up Areas
  • Warehouse Area
• Discussion area
• Location management areas
• Customer helpdesk
• Internal helpdesk
• Good to know

Where module administration is performed

The module settings are available from the main workbench, menu Administration > Settings > tab: TSK: Management System.

Setting Up Areas

Jednotlivé funkce modulu jsou dostupné v oblastech, které jsou pro to vybrány. he module's various functions are available in selected areas. Additionally, areas are required for automatic processing. Therefore, it is crucial to configure areas for all functions you use.

Warehouse Area

This area is needed if you delete another area or project. If the area contains records that must not be deleted but also should not block the deletion of the area, they are moved to the Warehouse area.

What records are moved to the Warehouse

Primarily timesheets that have not yet been closed and transferred to HR (timesheets).

Discussion area

The discussion area is used to manage discussions that take place on an organization-wide level. When a worker creates a new discussion on the main desk (in the Discussions folder, it is placed in this area)

You can control who has access to general discussions by controlling the rights to the Discussion area. Discussions can also be closed in projects or business areas – those who are members of a project or department always have access to these discussions.

Location management areas

Within this area, functions are available for the registration of buildings, rooms and generally any sites. Sites are typically also included in this area (although this is not necessary).

Customer helpdesk

The area for customer care. Reported customer issues are by default created and managed in this area. For more information, see customer group helpdesk settings.

The SLA contract management features are available within the area.

Internal helpdesk

Analogous to the customer helpdesk, requests and issues generated by internal staff are managed in this area.

By default, workers can create issue logs in each area. However, if they report an issue that is handled within the helpdesk, those issues are managed here.

Internal helpdesk staff need access to the area. Other workers can access the issues they have reported within the employee's workspace.

Good to know

Other settings are also very important for proper system behavior and data protection

• Access rights to data of each business area and project are controlled for each area and project
• Employee groups need to be set up before administering access.
• Other business modules have separate administration – CRM, Asset Management and others.