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Advanced Settings (Pipeline Settings)


Joaquin Vazquez
(@joaquin)
Member Admin
Joined: 5 months ago
Posts: 23
Topic starter  

This panel will allow SuperAdmin users to configure onboarding and billing workflows for Vendor and Client companies. Please bear in mind these configurations may affect current operations (like Vendor or Client availability or status), so make sure your active user/s is/are aware of the changes before applying them.

Vendor Status

Vendor Statuses allow your company to organize vendor companies based on your company's onboarding Workflow. Each Vendor Status can be renamed, and change color to improve your Sweven interface.

You can define which Vendor Status will be the default pick when creating new vendor records in the Default column.

Is New will define which Sub Status represents your workflow's initial step; also some email notifications and analytics use this status for certain operations.

Is Dispatch will define which Sub Status represents your workflow's dispatching step; some email notifications and analytics use this status for certain operations.

Is Accepted will define which Sub Status represents your workflow's acceptance step, where a Vendor user assumed the responsibility of the work to be performed; also some email notifications and analytics use this status for certain operations.

Is Rejected will define which Sub Status represents your workflow's rejection step, where a Vendor user refused the responsibility of the work to be performed; also some email notifications and analytics use this status for certain operations.

Is Completed will define which Sub Status represents your workflow's completion step, where a Vendor completed the work to be performed and/or your Client confirmed the resolution; also some email notifications and analytics use this status for certain operations.

Is Closed will define which Sub Status represents your workflow's closure and archiving step, where all operations revolving around a Work Order are complete and the Work Order can be archived; also some email notifications and analytics use this status for certain operations.

Is Scheduled will define which Sub Status represents your workflow's scheduling step, where a Vendor is picked and assigned for the work to be performed; also some email notifications and analytics use this status for certain operations.

Save Default will define which Sub Status new Work Orders default to when Clients submit new requests.

In Total WOs you'll know how many WOs in the system are currently under a specific Sub Status. Finally, Action will allow you to edit any Sub Status' parameters; note that this will be applied to all WOs set under that Sub Status. If a Sub Status has no WOs associated to it, a trash can icon will be displayed and you'll be able to Delete the record.

Sub Statuses are listed under their parent Status, in the order configured for the latter; this applies to the Pipeline page and to all dropdown lists. By clicking on the arrows on the left and dragging, you can change the order of the Sub Statuses to fit your company workflow. In order to save the new Sub Status order, you must click the Save Record Order button located at the bottom of the list. 

Vendor Billing Status

Here's a comprehensive list of all users in your Sweven account, with useful filters to sort and list the ones you need. "Active" users have access to Sweven based on their user Access Rights, which you can change whenever needed. Note that there are 3 Access Levels (Client, Vendor, and Owner) that enable access to different Sweven interfaces. Access Levels are not interchangeable (a user can't be changed from being a Client to being a Vendor); in order to do that you'll have to disable or edit the user information and create a new user with the proper Access Level.

You can also restrict or enable access to Sweven by inactivating (impedes the user from logging in) or activating (allows the user to log in) a user. You can also change user information, re-establish their password, or create brand new users. 

Client Status

Here's where you can update your company information to keep it up to date. Note that contact and website information, as well as the company logo, are used when generating documents in Sweven.

Prefix Code will determine the first share of every Work Order created in Sweven. For example, if your Prefix Code is ABC2, your Work Order codes will be ABC2-XXX-NNNNNN.

The Company Logo will be featured on every page you and your users visit in Sweven (Client and Vendor users will also see it) and emails as well. The Company Logo is always located at the top left of the webpage.

Note: If you need to change the Company Solution to FM or CMMS, please contact us at contact@ecobpm.com for help and assessment.

Client Billing Status

Here's a comprehensive list of all users in your Sweven account, with useful filters to sort and list the ones you need. "Active" users have access to Sweven based on their user Access Rights, which you can change whenever needed. Note that there are 3 Access Levels (Client, Vendor, and Owner) that enable access to different Sweven interfaces. Access Levels are not interchangeable (a user can't be changed from being a Client to being a Vendor); in order to do that you'll have to disable or edit the user information and create a new user with the proper Access Level.

You can also restrict or enable access to Sweven by inactivating (impedes the user from logging in) or activating (allows the user to log in) a user. You can also change user information, re-establish their password, or create brand new users. 

 


If you have specific questions about this topic, don't hesitate to contact us at contact@ecobpm.com!

This topic was modified 3 months ago by Joaquin Vazquez
This topic was modified 2 months ago 2 times by Joaquin Vazquez

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