You can insert an activity into your task by following 3 simple steps.

1. Create a new Activity

1. In order to access User Activities, go to Enterprise Apps Icon > Business Architecture > User Activities
2. Click on the “+” icon to create a new Activity
3. In the form that appears, you should complete the following fields:
   • The Title, which will be the name of the Activity.
   • Basic Info, such as the Importance, the Priority of the activity, and the period that this activity is valid
   • Relations of this activity with Processes, Subprocesses, Documents and Parent processes states or stages
   • The Description of the Activity
   • Fill in the RACI Chart by choosing if this activity should be visible For Everyone or just for a specific Role. In Responsible, you should put one role you wish to be able to view this activity when creating a task.
   • Untick the field Is Standard Task? and a URL name will be displayed below.

Click on Save to save the new Activity, Save and New to save this and start creating another one. or Cancel to cancel the procedure

2. Submit a new task that is activity related

• Go to: Left-Bar Menu > Job Description and then
• Select the activity which relates to the respective role from the list given.

Activities are listed according to the role that is responsible for taking over them. By selecting the activity, the task that opens in the quick add menu is instantly linked with this activity.

3. How to view Tasks per Activity

1. Go to: Modules Menu Icon > Task Management > Tasks
2. Click on the “Change Categorization” button
3. Select “Activity” as the Task type
4. You can now see the tasks being categorized per activity

Edit a User Activity

1. Go to Modules Menu Icon > Business Administration > User Activities
2. Select an Activity from the list of Roles
3. Click on the Pencil Icon to edit the information
4. Select the desired Save option (refer to Quick Reference Guide)

Manage User Activities

1. Go to Modules Menu Icon > Business Administration > User Activities
2. Select one or more User Activities and choose:
   • Delete the Activity. A confirmation box will appear
   • Link with another Comidor object, e.g. a Project, an Event, etc
3. Click on the Actions icon to perform the following:
   • Print the current User Activities table. A new tab will appear in the browser where you should follow the relevant printing procedure

The post Utilizing User Activities appeared first on Comidor Low-code Automation Platform.

Enterprise Canvas

Comidor Enterprise Canvas is the tool that enables users to build interactive and maintainable systems, easily with drag-and-drop options and connect every department with workflows.

Design Canvas

In order to access the Enterprise Canvas unit, click on the left-side menu Apps> My Company > Business Architecture> Enterprise canvas.

A new tab opens with your Canvas.

1. Click on the “+” icon to create a new canvas.
2. Switch between different canvases.
3. Apply the following actions:
   1. Save all
   2. Clear all canvases
   3. Clear the selected Canvas
   4. Undo your last action
4. Apply properties to the selected Canvas, such as Title, Width, Height, and Color.
5. Set as Main Canvas the primary canvas you wish to be displayed first in the Operation model.
6. Drag-and-drop elements (shapes, line, text) from the left side of your screen, and draw relationships between them.
   1. Select an element and apply format properties such as Text, Font color, Font size, Font weight, and Font family.
   2. The Background image can be used in a text element, by providing the image URL as a background.
   3. Z-index: specify the stack order of an element, in cases of multiple elements. An element with greater stack order is always in front of an element with a lower stack order.
   4. Connect every element with workflows. In option Category type the category of workflows that is related to this element. Every employee can get a view of all linked workflows to this element.
   5. Alternatively, add the workflow ID of a particular workflow. This way, by clicking on this element in the Operating Model unit the users will be re-directed to the linked workflow.
   6. Link one canvas to another, with the Linked with option. This way, by clicking on this element in the Operating Model unit, the users will be re-directed to the linked canvas.
   7. Other actions available:
      • Clone elements
      • Delete elements
      • Display the Text vertically
      • Re-size and move elements in the canvas
      • Rotate and Reset rotation
   8. Multiple Elements Control:
      • Multi-select two or more elements
      • Align elements vertically or horizontally
      • Apply horizontal or vertical spacing (for 3 or more elements)
      • Delete
      • Transfer the selected elements to another canvas

Operating Model

By integrating enterprise architecture diagrams into the Comidor landscape, you provide a business-value centric perspective of your whole organization and incorporate different levels of process overview.

Users can see the final diagram that was designed in Enterprise canvas in the Operating Model Unit.

More specifically:

• 360 view of all business processes per department
• Less time required to complete different processes
• Error Minimization

In order to access the Operating Model, click on the left-side menu Apps> My company > Business Architecture> Operating Model.

By clicking on one element that is linked with a workflow category, you can see all workflow designs on the right-side pop-up. Click on one workflow design to open it in full view.

Elements that contain a specific workflow ID are marked with a linking icon. Click on one of them, and you will be re-directed to the respective workflow design.

The post Enterprise Canvas & Operating Model appeared first on Comidor Low-code Automation Platform.

Currencies and Languages need to be added before going through the setup process.

An important note regarding hierarchy and dependencies: a Location belongs to a Company, a Company belongs to a Division and a Division belongs to a Corporate business entity. You must create at least one Corporate and one Division business entity.

The setup process is only accessible by System Administrator Users.

Currencies

Currencies setting is required for using the projects module and adding expenses through timesheets. The default currency is set during the division setup. Users can add expenses through the timesheet – the currency will be based on the division that the user is in.

Add a new Currency

To add a new currency click on:

1. Company Setup > Business Architecture > Business Setup> Currencies
2. Click on the + icon to create a new Currency
3. Add Code for the new Currency, a Title, and its Symbol (e.g. £,$, etc)
4. Select the desired Save option (refer to Quick Reference Guide)

Edit and Manage a Currency

To edit or manage a currency click on:

1. Company Setup > Business Architecture > Business Setup> Currencies
2. Click on currency from the list
3. Click on the Pencil Icon to edit
4. Adjust details, such as the Code, Title, or Symbol of the Currency
5. Select the desired Save option (refer to Quick Reference Guide)
6. Click on the Actions icon and select from the following options:
   • Delete specific currency. A confirmation box will appear
   • Print currency details. A new tab will open on the browser where you should follow the relevant printing procedure. You can also print using the printer icon

Manage multiple Currencies

To manage multiple currencies at the same time click on:

1. Company Setup > Business Architecture > Business Setup> Currencies
2. Select multiple currencies from the list to delete specific Currencies. A confirmation box will appear

Languages

Languages are set as each user’s main Language.

Add a new Language

To add a new language click on:

1. Company Setup > Business Architecture > Business Setup > Languages
2. Click on the + icon to create a new Language
3. Add Code for the new Language, a Title and its Symbol
4. Select the desired Save option (refer to Quick Reference Guide)

Edit and Manage a Language

To edit or manage a language click on:

1. Company Setup > Business Architecture > Business Setup > Languages
2. Click on a Language from the list
3. Click on the Pencil Icon to edit
   • Adjust details, such as the Code, Title, or Symbol of the Language
   • Select the desired Save option (refer to Quick Reference Guide)

4. Click on the Actions icon and select from the following options:
   • Delete specific Language. A confirmation box will appear
   • Print current Language details. A new tab will open in the browser where you should follow the relevant printing procedure. Printing can be done through the printer icon as well

Manage multiple Languages

To manage multiple languages at the same time click on:

1. Company Setup > Business Architecture > Business Setup > Languages
2. Select multiple Languages from the List view to delete specific Languages. A confirmation box will appear

Business Setup

Create Business Entities

The corporate level is the first in the hierarchy that should be created as it is the highest level of a group in a company structure e.g. Countries for a multi-national company.

Before Creating the corporate level make sure that the currency and language you want to use have already been set up in Comidor

To create a corporate level click on:

1. Company Setup > Business Architecture > Business Setup
2. Click on the + icon to add a new record and in the level select corporate.
3. Populate the Basic Info:

• Add a Description which is a required field
  • If the date fields, Open from and Open to (that define the duration of the corporate level) are left empty they are populated automatically as 01-Jan-2000 to 31-Dec-2099.
• Add VAT ID and Registration ID
• Select Currency and Language which were previously created and Timezone
• Fill in the contact info e.g. Email, Phone, Fax.
• Populate the location fields: Country, Country State, City, Zip Code, Address.
• Select the desired Save option (refer to the Quick Reference Guide).

Create Division(s)

At least one corporate-level entity must be created to create a new Division.

To create a Division click on:

1. Go to Company Setup > Business Architecture > Business Setup
2. Click on the + icon to add a new record and in the level select Division
3. Populate the Basic Info:

• Type a Description which is a required field
  • If the date fields, Open from and Open to are left empty they are populated automatically as 01-Jan-2000 to 31-Dec-2099.
• Define to which Corporate level business entity this division belongs.
• Fill in the VAT ID and Registration ID
• Select Currency, Language which should have been created, and the Timezone
• Fill in the contact info e.g. Email, Phone, Fax, and location info.
• Select the desired Save option (refer to Quick Reference Guide)

Create Company(ies)

At least one Division must be created to add a new Company.

To create an Office click on:

1. Company Setup > Business Architecture > Business Setup
2. Click on the + icon to add a new record and in the level select Company
3. Populate the Basic Info:

• Type a Description that is a required field
  • If the date fields, Open from and Open to are left empty they are populated automatically as 01-Jan-2000 to 31-Dec-2099.
• Define the Division that the specific company belongs to
  • It is essential to select a specific Division for the company that is being created.
• Fill in the VAT ID and Registration ID
• Select the Currency, Language which has already been created, and the Timezone
• Choose if you wish the Absences to be calculated based on the Regional or Personal Schedule
• Choose if you wish the Entitlements to be calculated based on the Regional or Personal Schedule
• Fill in the contact info such as Email, Phone, Fax, and Address
• Select the desired Save option (refer to Quick Reference Guide)

Create Location(s) 

At least one Division must be created to add a new Location.

To create an Office click on:

1. Company Setup > Business Architecture > Business Setup
2. Click on the + icon to add a new record and in the level select Location
3. Populate the Basic Info:

• Type a Description which is a required field
  • If the date fields, Open from and Open to are left empty they are populated automatically as 01-Jan-2000 to 31-Dec-2099.
• Define the Company that the specific Location belongs to
  • It is essential to select a specific Company for the Location that is being created.
• Fill in the VAT ID and Registration ID
• Select the Currency, Language which has already been created, and the Timezone
• Fill in the contact info such as Email, Phone, Fax and Address
• Select the desired Save option (refer to Quick Reference Guide)

View/Edit Business entities

To view a Business entity click on:

1. Company Setup > Business Architecture > Business Setup
2. Click the Business entity to view it
3. Open the Business entity record. You can view the Basic Info, Contact Info, and Location Info.
4. In the View, Form click on the Pencil Icon to Edit the specific Business entity by adding or changing the record fields (which are the same as those on the Create Form)
5. Select the desired Save option (refer to Quick Reference Guide)

Manage Business entities

To manage a specific Business entity click on:

1. Company Setup > Business Architecture > Business Setup
2. Click the Business entity to view it
3. Click on Actions Icon to Delete it or Print

To delete one or more Business entities click on:

1. Company Setup > Business Architecture > Business Setup
2. Select the Business entities you wish using the record checkboxes and select delete.

Regional Settings

Regional Settings must be defined every year.

The Region Code is used in the Employment/Working assignment of a Personnel record.

Create Schedule(s)

To create a new schedule click on:

1. Company Setup > Business Architecture > Business Setup > Regional Settings
2. Click on Create Schedule:
   • Populate the basic info of the Schedule such as region and year. The combination of region and year should be unique
   • In the Work hours schedule area, select the working hours of the working days. If the schedule of a day is the same as the previous day, just click on the copy to automatically populate the respective fields. A daily schedule can be split up into two ranges to include the lunch break if required. Also, if there is a default non-working day for this region during the month it can be stated here, i.e. If the first Friday of the month is a non-working day then instead of selecting all the Fridays, you can select just the 2nd,3rd,4th & 5th weeks to apply Friday’s Schedule
   • In Public Holidays fields add the dates of the Public Holidays and a short description. To add a new one click the + Icon while to delete an existing one click the – Icon.
   • You can also set the Annual Leave Entitlement per absence type. The currently available absence types are Vacation, Sickness, Long Service Leave, Personal Leave of Absence, Maternity/Paternity. If any conditions apply for Vacation & Sickness Dates, you can click on the Conditional + icon and add extra days as required. Entitlement can be earned annually or monthly

View a Schedule

To view a Schedule click on:

1. Company Setup > Business Architecture > Business Setup > Regional Settings
2. Click the Schedule to view it
3. You can view the Basic Info, Work hours schedule, Public Holidays, and Days per Absence Type as they have been populated on creation or editing

Edit a Schedule

1. Company Setup > Business Architecture > Business Setup > Regional Settings
2. Click the Schedule to view it
3. Click the Pencil Icon to edit. Basic info fields (e.g. Region and Year) fields cannot be changed but the Work hours schedule, Public Holidays, and Days per Absence Type can be edited
4. Select the desired Save option (refer to Quick Reference Guide)

Manage Regional Settings

To manage a specific Region Schedule click on:

1. Company Setup > Business Architecture > Business Setup > Regional Settings
2. Click the schedule to view it
3. You can click:
   • Actions Icon – Delete, Print, or Link with another Comidor Object or Notify other users
   • Actions Icon to Copy Settings for the following year(s). A pop-up will open where you can select the Destination Region and the Year to copy settings Press Save to proceed. You can edit the Public Holidays section in the newly created regional settings

To manage one or more Region Schedule(s) click on:

1. Company Setup > Business Architecture > Business Setup > Regional Settings
2. Select the Regional Settings
3. Choose:
   • Copy Settings to copy the regional settings of one region to another for a specific year
   • Delete to delete the specific regional setting
   • Print to print the Regional Settings

The post Business Setup (Divisions, Companies and Regional Settings) appeared first on Comidor Low-code Automation Platform.

To ensure that the Organizational Chart is fully functional, users/personnel must be added to groups. Therefore it is good practice to add users/personnel prior to creating groups.

Only Comidor System Administrators can create, edit and delete a group in the Organizational Chart. Team Leaders of a group can edit the group(s) they own.

Create an Organizational Chart – Create Group(s)

This refers only to System Administrator Users.

1. To create a group, go to Company Setup > Business Architecture > Organizational Chart
2. Click on the Actions Icon to create groups
3. A pop-up window appears.
4. Add a name for the group, select the type if required (affiliate or virtual – see below), upload a photo for the group and click Save to create it, Cancel to close the create form or X close the window

There are three (3) types of groups:

• Group (default type) – an actual company department/group (grey boxes with normal border). All Comidor users can be added to this type of group i.e. the Finance Department
• Affiliate Group, a group that represents guest users (grey boxes with dotted border). Only guest users can be added and will have access only to public data of the company i.e. external contractors
• Virtual Group, a group that represents a combination of users from different departments (green boxes). All Comidor users can be added to this type of group e.g. Project “Trade Fair London” or “Football Team”

5. New groups are added to the top right of the screen. Click on the cross to drag and drop groups below other groups

Add Users

This refers only to System Administrator Users.

To fully utilize the Organizational Chart, users need to be added to groups.

1. To add a user go tο Company Setup > Business Architecture > Organizational Chart
2. Click on the Actions Icon to add a user
3. The user’s screen will open (Create Users)

You can also add users in Company Setup > System Administration > Users.

Add User(s) in Groups

This refers to System Administrator Users and Users who are Team Leaders (only for their team)

1. Select the users you want to add to the group. Search for users using the Search in the users field
2. Select the desired User(s).
3. Drag-and-drop the User(s) to the specific group you wish them to participate
4. After the User(s) are added a confirmation message appears

Managing Users & Groups

Go to Company Setup > Business Architecture > Organizational Chart

View/Search a User

1. Search for the User you want using the Search box
2. When the box next to the user’s name is ticked, the groups in the organizational chart, that the user belongs to, are automatically highlighted in green

Search a Group

The Search in groups field can be used to search for a group by name and focus on that group and the group’s sub-groups.

View a Group

1. Click on the name of the group to view the members
2. In the view that opens members of the group can be seen
3. Click the photo icon to add a photo for a specific group
4. Click on Processes on the left of the screen to view all Process Templates that are supervised/owned by this Group

Delete Member(s) of a Group

This refers to System Administrator Users and Users who are Team Leaders but only for their team. 

1. Click on the name of the group you want to delete member(s) of
2. In the view that opens, you can see the members of the group
3. Click on the name of the user you wish to delete and press the delete button ( X )

Add a User as a Team leader (Line Manager)

This refers only to System Administrator Users.

1. Click on the name of the group you wish to manage
2. In the view that opens you can see the members of the group
3. Click on the name of the user and press on the green framed star to make the user a Team Leader

Team Leader functionality appears in Calendar, Workflows, and many Reporting Tools.

A star is added next to the user’s name to indicate their status as a team leader.

Remove a User’s Team Leader Status

This refers only to System Administrator Users

1. Click on the name of the group you wish to manage
2. In the view that opens you can see the members of the group
3. Click on the name of the user and click on the red-framed star to remove their team leader status

Set as a primary group 

This refers only to System Administrator Users

A user may belong to multiple groups, but you can specify one group as his/her primary.

1. Click on the name of the group you wish to manage
2. In the view that opens you can see the members of the group
3. Click on the name of the user and click on the flag icon to set this group as his/her primary

Set as the top (branch)

This refers only to System Administrator Users

In complicated organizational charts, you can narrow down the groups to be displayed to specific branches. All groups under these groups will be displayed, while the rest will be hidden.

1. Click on the name of the group you wish to manage
2. In the view that opens you can see the members of the group
3. Click on the name of the user and click on the set as top(branch) icon to make this group as the top group of your organizational chart

Group’s Action Button

Go to Company Setup > Business Architecture > Organizational Chart

Create sub-group

This refers only to System Administrator Users.

1. Click on the Actions Icon of the group you want to create a sub-group of
2. An Add New Group window appears. Add a name for the New Group and click Create/enter to create it or Cancel to close the creation window or close the window (X).

The sub-group will appear on the Organizational Chart under the selected group.

Rename a Group

This refers only to System Administrator Users.

1. Click on the Actions Icon of the group you want to rename. A pop-up window appears. Add a new name for the Group and click update/enter to rename it or cancel to close the pop-up window or close the window (X)
2. Alternatively, click on the Group you wish to rename, click the Pencil Icon to edit the Group name. Press Save to update the name or Cancel to cancel the procedure

Delete a Group

This refers only to System Administrator Users.

1. Click on the Actions button of the group which you want to delete.
2. A Delete confirmation window appears. Click on Delete to confirm the deletion. Click on Cancel to go back to the Organizational Chart or close the window (X).

Focus on a Group

1. Click on the Actions Icon of the group you want to focus on
2. Only the selected group with its child nodes appear.

To go back to the previous view click on the Actions Icon to Restore Hidden.

Hide child nodes of a Group

This refers only to System Administrator Users. This refers only to groups that have sub-group(s). 

1. Click on the Actions Icon of the group where you want to hide the child nodes
2. All the child nodes disappear

To restore hidden nodes click on the main Actions Icon and select Restore Hidden.

Organization Chart Actions Button

1. Go to Company Setup > Business Architecture > Organizational Chart
2. Click on the Actions Icon and a list of options appears:
   • Add user – to add a new user
   • Create a group – to add a new group of the organisational chart
   • Print – to open the Organizational Chart in a new tab for printing. Follow your browser’s default printing procedure
   • Legend – to view the legend of the Organizational Chart in a pop-up window
   • Zoom – to select the size of the Organizational Chart (Very small, Small, Normal, Large)

The post Organizational Chart appeared first on Comidor Low-code Automation Platform.

Products & Services are billable resources that can be used in projects to identify costs and revenues related to that project. (Software, Hardware, Travel Expenses, etc.). These Products & Services can be used in Project Resource Budgeting.

Products & Services can have different costs and sales rates. When creating a job title a product or service can be linked with that job title. When a job title is assigned to a user it gives the user a billable product or service. And if the user is assigned to a billable project it can track the cost and revenue generated by that user.

Add a new Product or Service

Go to:

1. Company Setup > Data Management > Products & Services
2. Click on the + Icon to create a new Product or Service
3. Add a Code and a short Description then assign a Category from the List. Examples of Categories may be HW/SW, Labour, etc
4. Select the desired Save option (refer to Quick Reference Guide)

Edit and Manage a Product or Service

Go to:

1. Company Setup > Data Management > Products & Services
2. Click on a Product & Service from the List view
   • Click on the Pencil Icon to edit
   • Amend details e.g. Code, Description, Category
   • Select the desired Save option (refer to Quick Reference Guide)
3. Click on the Actions Icon to perform the following:
   • Delete to delete the specific product or service
   • Print current Product & Service details. A new tab will open in your browser where you should follow the relevant printing procedure
   • Link a Product or Service with another Comidor entity, e.g. a Project, an Event, etc
   • Notify-send Notes-Notification to specific Comidor groups, Comidor users or external recipients via email (provided that you have already connected your email in the system) about this Product or Service
   • Click on Tags to add a new Tag to the Product & Service e.g. private, group, internal or public. You can also manage previously added tags. Adding Tags to Product & Services will assist with grouping, filtering and finding them
   • Click on Links to add a new Link between this Product & Service and any other Comidor entity e.g. a Project, an Event, a Job Title, etc
4. Click on the Cost tab to perform the following:
   • Click on the + Icon to start adding Costs on a Product & Service
     • Specify the Company where this Cost will be applied. Specify the Start and End dates. Specify the start and end dates if the cost will change at a later date (e.g. the cost of a billable service may increase in the next financial year). Enter the actual Cost and Billing currency (which can be applied automatically from the Company). Continue by adding the additional Costs such as Overtime, Saturday, Sunday and Public Holiday Costs as required. Finally, the Billing system (per hour or per use) should be defined
     • Select the desired Save option (refer to Quick Reference Guide)
   • To edit a Product & Service Cost, click on it to expand the details
     • Click the pencil button and make any changes you wish
     • Save – the Product or Service Cost will be saved. Alternatively, click Cancel to cancel the procedure.
5. Click on Sales Rates on the left side of the screen to perform the following:
   • Click on the + Icon to add a Sales Rate to a Product or Service
     • Specify the Company where this Sales Rate will be applied. You can assign a related Project and/or Account, specify the Start and End dates and then the actual Price and Currency (which can be automatically applied from Company). The Billing system (per hour or per use) should also be defined
     • Finally, click the checkbox Intercompany Price (Sales Rate) which will be used in Resources Budgeting of Projects.
     • Click on Save to save the new Sales Rate of Product & Service or on Save and New to save this and start creating another one. Alternatively, click Cancel to cancel the procedure
   • To edit a Product & Service Sales Rate, just click on it to expand the details
     • Then, press the pencil button and make any change
     • Click Save. Alternatively, click Cancel to cancel the procedure.
   • Tick the Product & Service Sales rate you want to delete – a delete box will appear below the tick box

6. Click on Assign Responsible Person on the left side of the screen to perform the following:

• Click on the + Icon to assign a responsible person to a Product or Service
  • • Choose the Person who will be responsible for a specific service
    • Specify the Company and the division where this Responsible Person will be assigned
    • Click on Save to save the new Responsible Person of the Service or on Save and New to save this and start creating another one. Alternatively, click Cancel to cancel the procedure
• To edit a Service Responsible Person, just click on it to expand the details
  • • Then, press the pencil button and make any change
    • Click Save. Alternatively, click Cancel to cancel the procedure.
    • Tick the Service Responsible Person you want to delete – a delete box will appear below the tick box

Manage Multiple Products & Services

Go to:

1. Company Setup > Data Management > Products & Services
2. Click on the Actions Icon to Export or Print the Products & Services added to Comidor

Before exporting or printing be aware that the current view might be filtered or the result of a search.

The post Products and Services appeared first on Comidor Low-code Automation Platform.

List Management helps administer data lists (Categories) which are used in other modules. All Comidor users can create public category Lists (i.e. Account categories). Users with system administration rights have the overall authority to view, correct, edit, or delete Lists.

Create a new List

1. To add a new category or a new Type go to a Comidor List in any Comidor Unit and click to view the List content
   • Click on Add to add a new category or type. Add a Category Name
     
     
   • To add the category as a core category click on Save. To add as a sub-category click to select the Parent Category or any sub-category (all categories are ordered in a tree-mode) then click Save

To add a new list/category from list management, click on:

1. My Company > Data Management > Lists
2. Click on the ‘+’ icon to create a new category
   • Add a Name for the new list, a Code (which is the category path) and its Value
   • Select the desired Save option (refer to Quick Reference Guide)

Edit and Manage a List

To edit or manage a list click on:

1. My Company > Data Management > Lists
2. Click on a list
3. Click on the Pencil Icon to edit the List’s value
   • Change the List’s value and click on save to proceed
4. Click on the Actions Icon and select to delete the list. A confirmation pop-up box appears

Manage multiple Lists

To manage multiple lists click on:

1. My Company > Data Management > Lists
2. Select multiple lists from the table to:
   • Delete them (a confirmation pop-up box will appear)
   • Mark as protected which will make these lists viewable only to internal Comidor users but not to Guest users (who have access only to public data)

Filters

Create a new Filter

1. You can create a new filter by clicking on the advanced search icon which is available in every table in Comidor

2. Fill in the filters with the required criteria and click on Execute to update the record list. You can use filters, fields, or operators (=,>,<, >=, <=, !=). Create a combination of conditions using the AND and OR criteria

3. Click on Clear or Save this filter to re-use it later. A new pop-up window appears. Type a filter name and keep this filter Private or make it Public so others can use it. Click Ok to proceed

4. To load this filter you have to close and re-open the unit you are in and click on the custom filter drop-down list (called Advanced Search) to find and load a filter

Manage Filters

Filter Management is available only to System Administrators users.

Click on:

1. My Company > Data Management > Filters
2. In the left panel, you can see folders of the private filters (categorized by creator/owner name) and the public folders (indicated with no name). Clicking on each folder you can see the related filters
3. Multi-check filters to:
   • Make them public – everyone will be able to use them including guest users
   • Delete them.
4. After selecting a filter you can click on the Actions icon to delete it
5. Click on the Actions Icon of the Filters table to Print or Export the list

Process Map

The process map helps manage business categories that are used in all types of processes in Comidor (Generic Processes, Opportunities, Projects, Work Packages, Tickets, Surveys, Campaigns, Events, Topics, Issues, Trainings).

Create a new Business Category

To add a new Business Category click on:

1. Packages > Process Orchestration > All Processes, or:
   • Process Orchestration > Issues
   • People Management > Trainings
   • People Management > Surveys
   • Customer Relations > Opportunities / Campaigns / Tickets 
   • Project Management > Projects
2. Daily Utilities > Topics or
   • Daily Utilities > Events
3. Click on the ‘+’ icon to start a new process
4. Find the field named “Category” and click to expand the process map list
5. Click on Add to add a new Category. Add the Business Function Name
   • To add it as a core category click on Save. To add as a sub-category click to select the Parent Category or any sub-category (all categories are ordered in a tree-mode). Click on Save

To add a new Business Category from the Process Map click on:

1. My Company > Business Architecture > Process Map
2. Click on the ‘+’ icon to create a new business category
   • Add a Name for the new business category, a Code (which is the business category path) and its value
   • Select the desired Save option (refer to Quick Reference Guide)

Edit and Manage a Business Category

Click on:

1. My Company > Business Architecture > Process Map
2. Choose a specific business category from the list
3. Click on the Pencil Icon to edit the business category
4. Change the value of the business category and click on Save to proceed
5. Click on the Actions Icon and select to delete the business category. A confirmation pop-up box appears

Manage multiple Business Categories

Click on:

1. My Company > Business Architecture> Process Map
2. Select multiple business categories from the table to delete them (a confirmation pop-up box will appear)

The post Lists, Filters and Process Map (Data Management) appeared first on Comidor Low-code Automation Platform.

Comidor Tags can be created by selecting the Tags on the left panel of the screen when in a Comidor Record. The user can create a new tag (or reuse existing ones) and also choose if the new tag will be available as public (users and guest users), internal (all users), within their Organizational Chart group or private.

Add and Use a new Tag

1. To create a new tag select Tags fro the actions icon on the right side of the screen when you navigate in a Comidor Record and add the Tag Name
   
2. Select the Access filter (internal tag, public tag, private tag, specific group tag) and click on Add. Click Close to exit
   
3. To apply a previously created tag click on the drop-down list, select the required Tag from the list and click on Add. Click Close to exit
4. To remove a tag that has been already applied click on X next to the Tag. Click Close to exit
5. Search for Comidor records that use tags by selecting a tag from the Tags list. Records with the requested tag will be displayed

Manage Tags

Tags Management helps administer private, public and group Tags that have been added in Comidor.

Delete a Tag

Go to:

1. My Company > Data Management > Tags
2. Click on a Tag
3. Click on the Actions Icon and select to Delete the Tag. A confirmation pop-up box appears.

Delete multiple Tags

Go to:

1. My Company > Data Management > Tags
2. Select multiple Tags from the table to delete them (a confirmation pop-up box will appear)

Manage Tags rights

1. Go to My Company > Data Management > Tags
2. Click on a Tag
3. Click on the View/Change Rights Pencil Icon on the left panel. Make Tags available as public (this includes Guest users), internal or to specific groups or people

Links

Links are a powerful way of connecting data and enabling users to access relevant data in a very efficient manner.

A Comidor Link can be created by clicking Links on the actions icon on right side of the screen when viewing a Comidor Record.

1. If no Links have been added a blank pop-up window opens. Click on Link with and search for a word or phrase to find the related element for a required link. Memos and Files can also be searched for
2. The search results will appear indexed on the left panel of the screen for easier navigation
3. The user clicks on the connector-icon of the element of the required link – this creates the link
4. Links are available from both Comidor elements (“Customer ABC” is linked with the “Partner XYZ”). Links are now available from both Comidor elements (“Customer ABC” is linked with the “Partner XYZ”).
5. Links can be removed by clicking on X

In order to see already added links, click on the respective icon on the top right of each entity.

• Click on the Tables on the left to see the linked entity you wish (emails, processes, etc)
• Select the linked entity you wish and you will be redirected to a new tab of this entry
• Click on – to remove this item from links

The post Tags and Links (Data Management) appeared first on Comidor Low-code Automation Platform.

Add a new Asset

Go to:

1. Business Packages Icon >Project Management  > Assets Management.
2. Click on the “+” icon to create a new one.
3. Add Resource Name, select a Type, Category, Sector, and whether it can be used partially from multiple users/groups.
4. In some cases, you can associate a Product/Service with this Asset. i.e. in a Product/Service called “Travel Expenses”, a Financial Asset of the company can be a Credit Card.
5. Click on Save to save the new Asset.
   • Check Quick Reference Guide for all saving options

Edit and Manage an Asset

Go to:

1. Modules Menu Icon > Business Administration > Assets.
2. Click on an Asset from the List view of them to access it.
3. Click on the pencil button to edit this entity.
   • Adjust details, such as the Resource Name, Type, Category, or Sector of the Asset. Field “Partial use” of an Asset cannot be changed.
   • Click on Save to save the Asset changes. Alternatively, click on Cancel to cancel the procedure.
4. Click on the Actions button to Delete a specific Asset. A confirmation box will appear.
5. Click on the Tags tab to add a new Tag on that Asset that it may be private, group, internal or public. From this point, you can also manage old tags of that Asset. Putting Tags in assets may help you in grouping them, filtering, and finally finding them easier.

Book Assets in a Task

Being inside a Task, from the Asset tab, you can easily create:

• Assets, which may be Personnel or non-human resources that could be used upon this Task completion. Book a new Asset by clicking on the “+” icon. A pop-up window opens, prompting you to choose a resource and book it automatically.

Manage multiple Assets

Go to:

1. Packages Icon >Project Management  > Assets Management.
2. Select multiple Assets from the List view, so as to perform the following:
   • Delete specific Assets. A confirmation box will appear.
3. Click on the Actions button to Export or Print the ones added on Comidor.

Asset Utilization

Go to:

1. Packages Icon >Project Management  > Assets Management.
2. Click on the Asset Utilization option in the Unit Title bar.
3. Select from the Filters below:
   • Assets: Type, Category, Sector
   • Bookings: State

Press on Execute to display results.

4. In the Results, bookings of assets are displayed, giving information about the booking Scheduled duration and Asset Utilization on that date and time.

Assets that have been created with “Partial use” indication not checked, are automatically 100% utilized when booked. Assets that are by default set to be booked in “Partial use” mode, can be booked at the same time from multiple user or groups, which have to choose the %utilization.

5. In order to add a new booking, you can either Book Assets inside a Task, or just hover the mouse above the requested date in the Asset utilization timesheet to add a New.
   • In the Asset Booking pop-up window that is created, type the Title and to whom this Booking is Assigned (user or group).
   • Select the scheduled Dates, fill in the Scheduled duration in hours, and select the Asset that you want to book.
   • Press Save to book this Asset.

6. In order to navigate to a specific date, use the arrows or select Navigate back to today’s date or the current week.
7. Hover your mouse above booking and you can click on Edit it or Delete.

The post Assets (Asset Utilisation) appeared first on Comidor Low-code Automation Platform.