Management

The management app allows you to manage cross-app entities such as sites, customers, and Foreman cofigurations.

Sites

From this view you can create, update and list sites. To create a site click the Create Site button, fill in the required fields and click Save. The site will be created and listed in the table below. You can update a site by clicking the pen icon, or delete it by clicking the trash icon.

The table filtering options are very thorough, allowing you to bring in more filters as needed.

Customers

Note

Customer creation is reserved for the admin role only, managers can view them, and operators and customers can only see their names where relevant.

Creating and updating customers core data

From the customers page, linked under the management menu, click Create Customer and fill in the info. Only the alias and email are required, and you'll get proper warnings if you're missing any. The other fields can always be updated later.

You'll see the fresh customer in the list. Click the pen icon to update it, on the trash icon to delete it, or on the row itself to access the customer details page, from where you can see the customer contact and billing info by clicking View all info.

Managing customers

On the customer details page you'll get a per-app breakdown of the customer's settings. Within the Repair Center tab you'll find:

• Work orders: lists and links the existing Work Orders and their Shipments
• Repair Service Agreements: shows the existing Repair Service Agreement (there's only one per customer) and its past versions
• Repair Requests: shows the existing Repair Requests, their status, and controls to approve, deny and fulfill them

Foreman configuration

The Foreman configuration section allows you to link a Site to a Foreman client pulled from the Foreman API through the API key provided.