AyMINE – Technical documentation
Modules
Task, project & quality management
Manager approval with the task report
Why some data can't be deleted
Adminitration of areas, projects, calendars
Region / project / methodology
Change management process in a project
GDPR and record of qualifications
Qualification of user or contact
Right to Manage Qualifications
Task, project & quality management
Administration of the Task Management Module
System rights for the task management module
Methodology and Quality Management systems
What a methodology / QMS consists of
Collaborative Resolution of Multiple Problems
Customer Service Response Generation
Incident and Quality Issue Management
Objects affected by the problem
Problems, Incidents, Helpdesk Tickets
Return project plan by baseline
Sample tasks and methodologies of the area
Effect of the task on the right to modify the attached object
The person responsible for the task
Working procedure – task definition
Objects related to the task pattern
Contacts and directories module (CRM)
Order overview for customer groups
Contacts and directories module (CRM)
System Permissions and CRM Module Settings
Send bulk messages in compliance with GDPR
How to correctly forget a person's details
Unsubscribe and set preferences
for bulk mail
Web management and automation
Receiving a message from the web
Human resources
Personalistics – User Permissions
Human Resources module security
Manage department / division data
Overview of Personnel Information for pracov# Employment Contract
Synchronizing staff and system users
Products, assets and sales
Received order for goods or services
Finance management
Metrics and Measurements
Technical Modules
Sabre plugin module
Enterprise Architect connector
Database link to Enterprise Architect database
Enterprise Architect connector
System Modules
The AyMINE Framework Module
AyMINE — Tips for Mobile Usage
Configure how your system looks and works
Gestures and Keyboard Shortcuts
More about how the system works
Private notes and tags for objects
Overview of Modules and Record Types
Filtering in the list of records
System Management
Securing posts and internal discussions
Additional functions with files
Copying and moving files between objects
Files (documents) linked to the object
Formatted texts in the application
Gateway settings for external messages
IMP gateway settings for email communication
Internet Call Gateway Settings
Directory
Directories are used to store business and people contacts
- Active Contact Management
- Directory on your mobile phone
- Setting up sharing to a device or external application
- Good to know
Directory contacts are broken down into individual directories, mainly to protect information. This allows you to control who has access to information and who does not. Access settings are used both to protect valuable business information and GDPR legislation.
You can create any number of directories on your system and control access rights to each one. For example, you can have a directory of business contacts visible only to the business department and another directory of business contacts created for a specific project.
Active Contact Management
A directory is a business area and besides contacts, tasks. This allows you to log the tasks that need to be done with contacts (e.g. repairing them, calling customers with a new offer, etc.) directly in the directory.
Directory on your mobile phone
Directories can be synchronized with Sabre module to your mobile or other application, e.g. MS Outook, Thunderbird, emClient, etc. This allows you to use contacts immediately for emails or phone calls. At the same time, they can be shared with those who need them.
Using Directories and GDPR
Directories comply with GDPR, in particular they support data protection, secure storage of information and recording of data processing methods.
Example: For a project, you create a directory of everyone who cooperates on the project. The directory serves everyone for the duration of the project and they can make calls easily.
When someone stops working in the project, you remove their contact from the directory. At the same time, they stop synchronizing to everyone else's device and so you download the contact from the company records, as GDPR requires. But you can keep the contact stored in another directory for a coworker.
When the project ends, you cancel the directory. They stop synchronizing to people's devices. This makes it easy to cancel all shared contacts.
Note: To synchronize a directory with a mobile phone or external applications, you must have an active Sabre module in AyMINE.
Setting up sharing to a device or external application
Sharing data from a directory can be set up by workers who have a directory enabled to work actively. Sharing is a form of individual access address for everyone. Workers have the option to share directories as individual directories or all together as one company directory.
In the user settings (Main Table > My Settings), the user has the option to set up sharing and copy the connection addresses.
Remember:_ Even without synchronizing contacts to your mobile, you can use the contact and make calls either directly from AyMINE in the browser on your mobile or from the AyMINE application.
Good to know
Customer Groups
The division of contacts into directories is mainly used to manage access rights. One contact cannot be in multiple groups. There are customer groups / group of contacts for the business breakdown of contacts. In the description of customer groups there is a more detailed description of differences.