Platform Business Tools
This section of the documentation is intended for administrators and introduces information on various tools that the SimpleOne Platform provides to manage the business processes of your organization. In the following sections and articles, you will find information on the tools that will allow you to manage the value stream, finance, contracts and structure of your organization. You will learn how to set up a service portal, knowledge base and announcements on portal and via email, manage and approve tasks and tickets, as well as monitor performance metrics.
Value Stream Management
This section describes the value stream management tools. You will learn how to create and manage your service portfolio, configuration management database, products, processes, and demands.
Service Portal
This section describes the components and settings of the service portal. You will learn about configuration of service catalog pages and request forms, user profile and the list of records for the portal, as well as the conditions for displaying tickets.
Finance Management
This section describes the platform tools developed for managing the finances of your organization. You will learn how to create and manage budgets, cost centers, fiscal periods, purchase requests, and currencies.
Contract Management
Study this article to learn how to create contracts.
Organization
This section describes the tools required to manage the structure of your organization. You will learn how to create and manage companies and their organizational units, as well as organization's employees. In addition to that, this section describes how to create and manage contacts.
Work and Task Management
This section describes the platform tools designed to manage tasks and time spent on tasks. You will learn about the Task table that is the foundation of all processes of an organization, as well as tools for automatic task assignment, and task boards. In addition to that, the section describes the Work and Time Management application, that you can use to track the time spent on tasks, and the Personal Schedule solution that enables employess to register their leaves of absence.
Performance Metrics
This section describes the platform tools designed to monitor the performance of your organization and its employees. Study the articles to learn about the features and configuration of the Traffic Light Scorecards tool.
Knowledge Base
This section describes the capabilities and settings of knowledge bases. You will learn about knowledge base structure, its categories and articles, and how to create and fill a knowledge base.
Announcements
This section describes the functionality of publishing announcements on the portal about any ongoing events or circumstances. You will learn about the various types of announcements and how to create them. Besides, here you can also find guidelines on the announcement page configuaration and list displaying options.
Approvals
This section describes the approvals engine. You will learn how to create approvals and approval rules, and how to integrate approvals with workflows. You will also learn to create flexible approvals, thanks to the option of configuring mandatory and optional approvers.
Auxiliary Tools
This section describes the auxiliary platform tools. You will learn how to configure and use the Quick Responses functionality, as well as how to customize the state models of tasks in accordance with your business processes.