Download Libria Administration Manual

Transcript
Libria Administrator Manual
Table of Contents
Introduction...................................................................................................................................................... 4
Public User ..................................................................................................................................................... 5
Organization User........................................................................................................................................... 5
Organization Administration .......................................................................................................................... 6
Admin Home .............................................................................................................................................. 6
Search for a request (public) .................................................................................................................. 6
Add public * Request.............................................................................................................................. 8
Holiday Schedule .................................................................................................................................... 8
Add: .................................................................................................................................................... 8
Edit ..................................................................................................................................................... 8
Delete: ................................................................................................................................................ 8
View Audit History.................................................................................................................................. 8
Request Types ........................................................................................................................................ 9
Add a new Request Type .................................................................................................................. 10
Create new: .................................................................................................................................. 10
Copy and Paste: ............................................................................................................................ 10
Request Fields .................................................................................................................................. 11
Add Button: Create New Field...................................................................................................... 15
Actions Column ............................................................................................................................ 17
Request Steps ................................................................................................................................... 18
Adding Steps ................................................................................................................................. 18
Step roles...................................................................................................................................... 19
Letter & Email Templates ................................................................................................................. 29
Settings ................................................................................................................................................. 33
Add a Setting .................................................................................................................................... 34
Edit a Setting .................................................................................................................................... 35
Masks ................................................................................................................................................... 35
Add a Mask ....................................................................................................................................... 35
Edit a Mask ....................................................................................................................................... 36
Roles and Users .................................................................................................................................... 36
System Roles .................................................................................................................................... 36
2