This block contains tools for configuring the operation of the entire system.
There are four main tabs in the Administration section:
3. Report Templates
Please pay attention to the Settings (Gear) button in the upper right corner of the screen. Through this button, user settings are configured for all employees of the organization at once, with the exception of those for whom individual settings were previously set.
See below for more details on what each tab is for.
Directories help structure information, they contain a list of information about your company, location, employees, etc.
The list of directories is predefined. They are filled in as may be necessary.
For example, in the positions directory, you create the positions that are actually present in your company. By specifying the position of a janitor for an employee, you will see it in the list of employees when assigning the tasks, and you will not erroneously assign a cleaning task to an employee whose job responsibilities do not include this function.
In order to edit or delete information from the directory, proceed as follows:
- Select the required directory from the list
- Click the item with which you want to perform a certain action
- The Edit (Pencil) button and the Delete (Recycle Bin) button will become active after you do it.
The Employee Groups directory allows you to conveniently sort employees by departments and tasks performed, as well as share access rights. The user can be a member of a group, and also, if he has manager rights, be the leader of the group. You can set a user as the leader of the group in the user's properties in the Available Groups field. Administrators are considered to be the managers of all employees and it is not necessary to set Available Groups for them.
For search convenience and logical separation of companies, you can also divide Locations and Companies into groups, for example, sort locations by city, size, number of employees, etc.
A form is a template (a list of actions) or a part of a template for your future tasks.
In this tab, you can create, delete, edit the data of a new or existing form. To read more about working with forms, please check the following link.
This tab allows you to create your own version of the report.
Please note that you will not be able to edit the forms that are used in the custom report.
In order to edit the form(s), you need to delete this custom report.
It is also recommended that you pay attention to ready-made report versions in the Reports tab.
In order to create a custom report, open the Administration tab → Report Templates → Click Create. Specify a name for the report.
Select entities, i.e. what your report will be about (Task, Location, User, Project, Property, Contact) by clicking Add Entity. The data available for selection will be displayed on the right.
Click the field with the name of the entity, and a list of attributes will be displayed on the right. Check the boxes next to the required fields.
After that, select information that you want to see in the report (in other words, "the results of the work done"). To do so, use form fields. Click the Add Form field. Select the form in the list that is displayed on the right. Then add the form fields that you want to be displayed in the report.
For example, you need to create a report that contains information about the user and the work he has done during a certain period. Select the User entity and specify what data about the user should be displayed: username, phone number, position,email
In the example, we want to display information from the Test Form №1 form in the report : email, number, checkbox photo.
Once you have filled in the template with everything you need, click the Save button. Then use the created template to generate reports in the Reports tab.
Roles help to distribute access rights to system elements.
Zegoal supports three main roles: Administrator, Manager and Employee.
Also, by using the Role Constructor, you can create unique roles with the set of access rights you need. Using roles allows you to control the availability of information, its creation and editing.