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
Customer Service Response Generation
AyMINE supports the generation of an email response within the helpdesk ticket (issue) solution.
- How to send messages to a helpdesk ticket
- Edit the template for the helpdesk message to the client
- Key Shortcuts
Helpdesk tickets are managed within Customer Service Support. Problem reports can be received directly from the form from the web, transferred from the e-shop or brought in by the trader. Emails are mostly further communicated and AyMINE supports their generation.
How to send messages to a helpdesk ticket
For each helpdesk ticket, the communication about its solution is kept on the communication tab.
The system creates a new email where the addressee is the one who reported the problem. If the client changes where the problem is solved, modify the person in charge in the ticket (issue).
If the template for the new message is prepared, the email will be automatically pre-filled.
Edit the template for the helpdesk message to the client
The message template can be defined separately for each helpdesk area. However, if the area does not have its own template, any template will be used. Templates are defined as other templates for email messages – more about them here. Only templates of the Auto Pattern type are used to automatically prepare the email.
Key Shortcuts
The template is automatically filled in. Always use the key field with @ before the word to complete the field from the problem / ticket.
Key Shortcuts about the problem
- _@reportedBy – Who reported the problem
- @problemName – Name under which the problem is registered
- @shortDesc – Brief description or name (if the brief description is not filled in)
- @problemDesc – Complete description of the problem
- @mark – Mark under which the problem is solved
- @company – Name of the organization / company that reported the problem (applies mainly to 8D reports, not to the regular helpdesk)
- @created – When it was reported
- @status – When it was closed
- @status – Current processing status
Key abbreviations about the worker who reported the problem
- _@salutation – Salutation (either stored in CRM or derived from name and language)
- @firstName – First name
- @name_ – Last name
- @titleAfter – Title after name
- @titleBefore – Title before name
- @subjectMark – The tag (only if you register tags with people in CRM)
Example of the message template:
Sample of the pattern in html. You can of course use the wysiwyg editor for editing.
<p>@salutation,</p><p>we are responding to your request @mark from @created</p>
<blockmark>
<p>@shortDesc<br>
</blockquote>
<div>Processing status: @status</div>
<div quote><br>
</div>
<div>We see the situation as follows:</div>