Comidor User Interface offers maximum flexibility in terms of data management in Comidor Units and safeguards enterprise information. Comidor search function in each unit provides a powerful method of searching for data. Apply Comidor’s advanced filtering options and search for a simple record or records with specific criteria and export or print the results easily.

Comidor is designed in a comprehensive way for any user. Menus, Filters, Icons, Buttons, and Lists all are designed and arranged in a way that allows the users to focus on their tasks and priorities rather than spending their valuable time trying to navigate the system. Comidor also provides Business Intelligence tools such as Data Visualization and Reporting Tools.

In all table Comidor Units, users view the following functionalities:

1. Click on the + icon to create a new record (i.e. a new Project, Task, Process, etc.)
2. Click on the Actions icon to view a list of extra functions such as printing, exporting, reporting, notifying, etc. The actions that are offered in each Unit vary.
3. The search field provides a dedicated search to the object currently being viewed and with the Advanced search users apply multiple criteria for a complex search. The users click on the refresh icon to update the results or on the edit button to create their own advanced search and save it for later use.
4. Show or hide the views, filters, and groups by clicking the Categories icon.
5. Switch the View type from Table to Report, and get a graphical presentation of your data. Choose your preferred Graph type between Pie, Stack, or Column. Print or download your graphs in various formats (PDF, PNG, JPG, SVG vector).
6. Through Comidor predefined Filters, the users customize a search based on the Period, State, Access, or Tag that they are interested in. Click on the “O” icon to clear all filters.
7. The folders section on the left side gives table results by changing criteria that are indexed in records. The users can create their own categorization (folders) by clicking the Pencil and Paper Icon.

Table View is the default view of Comidor Units and it consists of the following elements:

1. The Records table gives the list of results that reflect to the searching, filtering, categorization, and pagination selections. Each record of the table has a checkbox that enables a range of actions. The users select the record(s) they wish and the desired action to execute. The available checkbox actions are unit-specific.
2. Pagination gives the users the option to define the number of records per page and move around pages. Pre-defined number of records is set in User Settings.
3. The Pin button allows the users to select or deselect the type of information that is shown in each table.
4. Columns are flexible (sorting, width-fixing, hide/show).

Create/Edit/View – simple Record Interface:

Click on the + icon to create a new record in the relevant Comidor Unit (i.e. a new Task).

1. Record Title
2. Record Fields: Add (or edit) the details of the record.
3. Record Summary and other tabs: In the Summary/Details tab all critical information of a Record is available to view.
4. Relations: Here you find tabs with subtables (eg Subprocesses, Subtasks, etc.) and related data to the current record. Each Comidor Unit might have different relations.
5. Ownership information: Supervisor and Administrators of the Record and the Record creation and last update information; get informed on the users and the date-time of the first and the last action that occurred in this record.
6. State Status: Set the state status of this record.
7. Edit Record: Click on the pencil button and get redirected to the edit form of the record. Change or add new information to the record. Click on Actions Button to: Refresh the record, Delete the record, Copy the record, Set up Reminders/Notifications, etc..
8. Click on the Comments icon to view existing comments in this record, and add your own comments. All users that have access to this record receive an automated notification to their notification bar.
9. Minimize/Maximize or Close this record and return to the respective table.

• In process records, under Relations users also :
  • Monitor the real-time progress of the workflow steps in Workflow Tasks if a process is linked to a workflow. Also, view all elements that have run in the workflow (tasks, emails, gateways, etc.) in the Workflow Audit tab.
  • Add manual Tasks in a process record, through the Related Tasks tab.
  • Add Files or Relate Files, in the Attachments tab.

The post Getting Started with Comidor Units (Data Management) appeared first on Comidor Low-code Automation Platform.

• You can create a new User and then modify their details in the Personnel unit
• After creating a user you need to allocate specific Application Rights and add the user to a group(s) in the organizational chart
• System Administrator access is available only to users that have the System Admin checkbox checked

Creating a new user

This refers only to System Administrator users.

1. Go to Company Setup Icon > System Administration > Users
2. Click on the + icon to create a new user
3. Add the following admin fields:
   • First Name and Last Name: the actual name of the user
   • Title: e.g. Mr, Mrs, Miss, Ms, Dr
   • Username: the username that the user will use to log into Comidor
   • Password: add the user’s password – this can be changed later. The password must contain at least 8 digits and also contain at least one number and one special character e.g. ! or %
   • System Administrator/Data Manager: If the user is a System Administrator (will have access to the System Administration package, which grants access to User and Role Management, Imports, etc.) and Data Manager (will have access to all data, regardless of their access code)
   • Write Access: In the Write Access list, the Protected value is selected by default. Protected – any data created is only viewable by other users who have been given access i.e. a task assigned, meeting invitation, or document. Public – everything that the current user creates (Contacts, Tasks, etc.) will have public rights and can be accessed even by the guest users. Selecting Private – any data created will be not viewable by all users apart from Data Manager users
   • Set the Principal Name of this user for the SSO option.
   • Add access to Mobile application: check this option to grant access to this user in the custom mobile app.
   • Guest: If this option is checked the user will have limited access to data in the system (only data that is shared as public) and you can add guests only in a virtual or affiliate group in the organizational chart
4. Location fields:
   • Category: Choose a category for this user. You will be able to access this user with this category name in the contacts
   • Job Title: Select from the list of job titles that are created during the business setup
   • Education: Fill in the user’s education.
     • Job Title, Education, Username will be added automatically in the user’s Personnel record which will be created after the user is set up
   • Division: The Division that the user will be a member of
   • Company: The business entity of level Company that the user will be a member of
   • Location & Contractual Location: The Location that the user will be a member of
   • Timezone: User’s default Timezone
   • Locale: Set the language of the Comidor environment – this can be changed later
5. Basic fields:
   • Valid from and to options: Admin can permit the new user to log in for a certain time period. By default, the dates will be taken as the current date up to the year 2099
   • Select the desired Save option (refer to Quick Reference Guide)

Managing Users

This refers only to System Administrator Users.

1. Go to Company Setup Icon > System Administration > Users
2. Check the Rights of the users in the table columns (User-Level, System Administrator, Database Manager, Data Manager, Developer)

3. Select a user from the list.
4. Click on the Pencil Icon to edit the user details:
   • In the Summary section you can edit the First Name, Last Name, Title, Username, Password, System, and Data Manager rights, Category, Job Title, Education, Write Access, Access rights, Functional Group, Division, Office, Timezone, Locale and User Validation dates. All these fields are explained in the Create a User section. Click on Save to proceed
   • In the Contact Details section, you can add the contact details of the user, e.g. phone(s), Email, and address. If you have already added contact information for this user in personnel you can sync this by clicking on the “Use registered details from an existing contact” grey side box. A new window to select the contact (personnel) will appear. Click on Save to proceed
5. Click on the Roles tab to manage an existing user role or add a new user role for the user by clicking on the + Icon
   • If you have already added role(s) to this user you can click on one to view the details or edit it
   • Or select one user role from the list in order to delete it
6. Click on the Groups tab to manage an existing user group or assign a user to a group in the Organizational Chart.
   • Assign a user to a group by clicking on the + Icon. Select the user group from the list in the Organizational Chart and the user level (Member, Leader, or Director). Click on Save or Save and New to proceed
   • Click on a Group from the list to set it as primary for the user. This group will be set as the default user group if the user is a member of more than one group
   • Select Group(s) from the list in order to delete them from the groups that the user is a member of. This will remove the user from the group in the Organizational Chart
7. Click on the Emails tab to connect an email to the user or see the existing Email addresses of the user or edit the Email provider host details
   • Click on the + icon to add a new email address for the user. Fill in the Host, Port, and password details. Test the email connection and save the email
   • Select one email from the list to delete it
   • Click on the email to check its Host and Port details

8. Click on the Actions Icon to Activate/Deactivate a user (this will enable or disable user validation dates)

User Activation/Deactivation

This refers only to System Administrator Users.

1. Go to Company Setup Icon > System Administration > Users
2. Select multiple users to Activate or Deactivate them (this will enable or disable user validation dates)
3. Or select a User from the list of users and click on the Actions Icon to Activate/Deactivate a User (this will enable or disable User validation dates)

Manage Multiple Users

This refers only to System Administrator Users.

1. Go to Company Setup Icon > System Administration > Users
2. Check the rights of users in the table columns (User-Level, System Administrator, Database Manager, Data Manager, Developer)
3. Click on the Actions Icon to Print or Export the current Users view

Application Rights

Application Rights gives the ability to administrators to hide or allocate modules and menus to users e.g. you may want to let specific users have access to the financial module. With Comidor you can allow users to access certain modules but restricting their access to functions within those modules. Any role created can be managed in terms of Rights (e.g. which units from Modules will be visible for each role).

This refers only to System Administrator Users.

Monitor Application Rights

1. Go to Company Setup Icon > System Administration >  Application Rights
2. This will display all the users

To exit Application rights click on the back arrow.

Available Packages of Each User

1. Select the Available packages tab and search for a specific user to activate the packages
2. Select Activate all to activate all the packages for a user
3. Then inactivate any package that should not be available to the user

Role Rights

After creating a Role you can restrict access to individual objects within a module for that role.

1. Select Role Rights. In order to see Role Rights, a role should be created first
2. Search and select the role to set up role rights for
3. On the right side, you will see the Comidor Modules and each Module Units Select a Module and click to disable either all units of a module or some units of a module

View and Change Rights on Records and Financial Data

Records and financial information that are added in Comidor may be sensitive and their access should be restricted to specific people or groups. On the left side when viewing this type of sensitive object there are Access rights for the record/financial entity.

Click on the Actions button and select the option Rights to change View/Change Rights.

• Selecting the View Rights tab, you can choose to give access to a group that you are a member of or select multiple groups and /or users from the Allow option on the left side of the pop-up box. In addition, you can restrict specific users of groups from viewing this object
• Selecting the Change Rights tab, you can choose to allow change of an entity from a group that you are a member of or select multiple groups and /or users from the Allow options on the left side of the pop-up box. In addition, you can restrict specific users of groups from viewing this object

Click Save to save any changes.

Roles, Rights, and User Roles

Rights can be assigned to an existing role that can be assigned to a user in User Roles. These rights (managed from the Application Rights unit) can give responsibilities such as handling financials, setting up users and their application rights, or handling people management activities e.g. absences.

This refers only to System Administrator Users.

Add a New Role

1. Go to Enterprise Apps Icon > Business Architecture > Roles
2. Click on the + icon to create a Role
3. Add a Role Title and Role Description
4. Add a default Position for the Role – if a user has multiple roles, the positioning will prioritise the rights according to the order of the roles
5. Select the desired Save option (refer to Quick Reference Guide)

Edit a Role

1. Go to Company Setup Icon > Business Architecture >Roles
2. Select a Role 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)

Add Rights in a Role

This refers only to System Administrator Users.

1. Go to Company Setup Icon > System Administration > Rights per Role
   • Click on the + icon to create a new Right. Select the Owner Name(Role), Object Type, and Name
   • Select the desired Save option (refer to Quick Reference Guide)
2. Alternatively, go to Company Setup Icon > Business Architecture > Roles
   • Click on a role from the list
   • Click on the Rights tab and click the + icon to create a new right that will be assigned automatically to that relevant role
   • Add the Right Info (Object Type and Object Name)
   • Select the desired Save option (refer to Quick Reference Guide)

Assign a User to a User Role

This refers only to System Administrator Users.

1. Go to Company Setup Icon > System Administration > Roles per user
   • Click on the + icon to create a new user role. Select the Role, User, Level, and Position. The level will define the range in which the user will have the selected rights (in his Functional Group/Division/Office level). The position will define the order in which the roles will be applied to this user
   • Select the desired Save option (refer to Quick Reference Guide)

2. Alternatively – go to Company Setup Icon > Business Architecture > Roles
   • Click on a Role from the list
   • Click on the Users tab and click the + icon to create a new User Role
   • Add the User Roles Info (Use, Level, Position)
   • Select the desired Save option (refer to Quick Reference Guide)

Manage Roles

This refers only to System Administrator Users.

1. Go to Company Setup Icon > Business Architecture > Roles
2. Enter a specific Role from the list. Select the Actions Icon to:
   • Delete the role. A confirmation box will appear
   • Print the current role details. A new tab will open in the browser where you should follow the relevant printing procedure. Printing can also be performed using the Printer Icon
   • Link the Role with another Comidor object, e.g. a Project, an Event, etc
   • Notify – to send a Notification to specific users, groups, or external recipients via email (provided that you have already connected your email in the system)
3. Select a Role or Roles to:
   • Delete them. A confirmation pop-up box will appear
   • Link with another Comidor object, e.g. a Project, an Event, etc

Manage and Edit Right(s)

This refers only to System Administrator Users.

Go to Modules Menu Icon > System Administration > Rights per Role

• • Click on a specific right from the list
  • Click the Actions icon to perform the following:
    • Delete the Right. A confirmation box will appear
    • Print current Right details. A new tab will open in the browser where you should follow the relevant printing procedure
    • Link with another Comidor object, e.g. a Project, an Event, etc
    • Notify – to send a Notification to specific users, groups, or external recipients via email (provided that you have already connected your email in the system)
• Select specific rights to:
  • • Delete them. A confirmation pop-up box will appear
    • Link with another Comidor entity, e.g. a Project, an Event, etc
• Go to Modules Menu Icon > System Administration > User Management> Roles
  • Click on a specific Role from the list
  • Press the Rights tab to select and Delete the Roles’ Rights

Manage and Edit Roles per User

This refers only to System Administrator Users.

1. Go to Modules Menu Icon > System Administration > Roles per User
2. Enter a specific User Role from the list
   • Click on the Actions icon to perform the following:
     • Delete the User Role. A confirmation box will appear.
     • Print current User Role details. A new tab will open in the browser where you should follow the relevant printing procedure
     • Link User Role with another Comidor entity, e.g. a Project, an Event, etc.
     • Notify, to send Notification to specific users, groups, or external recipients via email (provided that you have already connected your email in the system)
   • Select specific user roles to:
     • Delete – a confirmation pop-up box will appear
     • Link with another Comidor object, e.g. a Project, an Event, etc

3. Go to Modules Menu Icon > Enterprise Architecture > Roles
4. Click on the Users tab to select and Delete a User’s Roles.

The post Users, Application Rights and Roles 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 integrates perfectly with different applications. The integration is easier now due to the new import/export functionality for Accounts, Contacts, Tasks, Products & Services. You can import all the above in Comidor from different accounts.

However, it is available for simple users to import Contacts and Tasks.

Importing Accounts

1. In order to access Imports, go to Modules Menu Icon > System Administration> Application Setup > Imports. A pop-up window appears which refer to Import.
   • Click on General Tab and then select to Import Accounts. Give Access you wish (Public, Private).
   • Select the Account’s fields you wish to import.
     • Make sure you have the correct Delimiter and the proper Date format both here and in your *.csv file, match the Account’s Fields with their Position in the .csv file and finally, Browse and select the *.csv file and Upload.

Importing Contacts

1. In order to access Imports, go to Modules Menu Icon > System Administration>Application Setup > Imports. A pop-up window appears which refer to Import.
2. Click on General Tab and then select to Import Contacts. Give Access you wish (Public, Private).
   • Select Format (Gmail, Yahoo, Outlook Express, Exchange Server, Hotmail, Other).
   • Regarding Gmail, you have to log in to import your Contacts.
   • For Yahoo, Outlook Express and Hotmail, follow the instructions to export Contacts on *.csv and then add them here.
   • For Contacts from Exchange Server, you have to connect there to import your Contacts.
   • Choose “Other” to import Contacts through a *.csv file.
   • Match Contacts’ fields with the ones you have on the *.csv file and Import the file.
     Check that you use the same Delimiter and Encoding in the *.csv file, click on Browse to load the *.csv file and then click on Check.

Alternatively, you can follow a different path to import Contacts. In order to access Contacts, go to:

1. Modules Menu Icon   > Integrated Communication > Contacts. A new Unit Action Tab appears with the name Contacts in the Active Units Bar.
   • Select the Format Tab of where you would like to import Contacts and then, follow the same procedure as described above.
     Click on Actions button and select Import.

Importing Tasks

1. Select the General Tab and choose Tasks from the list below. Select Tasks Access (Public or Private).
2. Choose the fields you have completed in the *.csv file you are about to Import. Options are Title, Date, Time and Duration of the Task.
3. Make sure you are using the same Delimiter and Date format in the *.csv file, match the Fields with correct Positions in the *.csv, Browse to find the file and Upload.

Alternatively, you can follow a different path to import Tasks.

1. In order to access Tasks, go to Modules Menu Icon > Task Management > Tasks, or Click on Actions button and select Import Tasks.
   • A new Unit Action Tab appears with the name Tasks in the Active Units Bar.
2. Here, you have the option to import Tasks only with an *.csv file you may have from other application or you had created (option “Other”), but also through Google Calendar and Exchange Server. Select which path you will follow and follow the instructions.
   Click on Actions button and select Import Tasks.
3. Clicking on Google Calendar and Exchange Server tabs you have to connect on these applications to import Tasks. For the Other tab, you have to follow the procedure described above.

Importing Products & Services

1. Select General Tab and choose Products Catalog from the list below. Select their Access (Public or Private).
2. Choose the fields you have completed in the *.csv file you are about to Import. Select which fields of the Product/Service you have included in the *.csv file.
3. Make sure you are using the same Delimiter and Date format in the *.csv file, match the Fields with correct Positions in the *.csv, Browse to find the file and Upload

Importing from Zoho CRM

1. In order to access Imports, go to Modules Menu Icon > System Administration> Application Setup > Imports. A pop-up window appears which refer to Import.
2. Select Zoho Tab and choose entity type you wish to Import. Suggested order to import is first Accounts, then Contacts followed by Leads and Potentials. Each time, Browse the *.csv file and Upload it on Comidor.

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