The setup process includes several tools for the completion of an encompassing system definition. The Tools module includes these procedures.
These tools enable:
- Defining operational periods of time
Go to Setting up a new period for commissions plan
- Checking process results for Data Elements and for Commissions
Go to Checking out Processes
- Loading external data files in CSV format
Go to Loading CSV Files
- Creating tables
Go to Defining Tables
- Sending/receiving internal messages of representatives and managers only
Go to Sending Messages
- Setting user permissions so that only authorized personnel can insert data and change models
Go to Defining User Permissions
- Check events in the system in accordance with defined period
Go to Viewing Events Log
- Check settings, password protected
Go to - to be defined .
Each tool is reached by clicking on the appropriate tab.
This article enables: