Administration Configuration

the biggest goal of our case was really
to drive the user configuration through
the actual interface or in the admin
module where you can manipulate a lot of
the actual functionality I’m going to
show you how some of that’s done as you
can see here security is your first
section how do you create users how do
you actually create the actual roles and
the privileges that these individual
roles have well our integration with
Active Directory allows you to utilize
many different ways to sync your users
over once you sync once you sync your
users over you do have the ability to
then tie those individual groups to
functional access control the functional
access Kroll control is the role based
access that I talked about earlier
everything in the application is driven
through role based access which means
that if you do not have the role
associated to your group that role
obviously any of the privileges that
role has you will not have in the system
which means that modules may not be
there for you to see you may not have
the ability to add documents you may not
even have access to a specific case the
great thing about functional access
control is is that you can create as
many individual roles and the privilege
is associated by clicking on the create
role privileges you can edit roles
create new privileges and once again you
can build out your roles and then tie
them back to your functional access
where you tie your role to your group
you also have the ability to hide
specific modules so for instance you
notice that we have all of our modules
on the left hand side in real-time you
can actually change this so maybe I
don’t want to have access to the actual
cost in time tracking so I’ll go ahead
and remove the cost and you’ll notice
very quickly it already updated to
remove the cost module I could remove
other modules too if I decided to do so
additionally you do have the ability to
maintain your email templates you can
see a list of all the email templates
that come out of the box but you can
edit those you know if the actual link
to what actual templates fire when
certain things happen like if it’s a
case file when you’re sending
attachments what does that actual
template look like we do also have the
ability to manage your widgets that
first pet home page that dashboard
screen and all the widgets that are
available to an
sallie versus ian you have the ability
to maintain those here and see all the
out-of-the-box widgets if you create
your own widgets for your specific
implementation they would also be listed
here and you can give access to these
individual widgets for instance the team
workload is only available to a role
administrator which means that whoever
whatever group that’s tied to has access
to it and I know that an actually has
access to it so I’m actually going to go
out and I’m actually going to take a
look to make sure that she has access to
the team workflow widget so I’m gonna go
out and take a look and see if she has
access to the team workload widget as
you can see here we actually see that
she actually has this on her dashboard
now so she’s utilizing that widget you
also see it here in the actual widget
let’s go back to admin and let’s remove
that access from anyone so go into the
dashboard configuration we’ll actually
grab that team workload widget and we’ll
go ahead and take any access away you’ll
notice that that action was successful
let’s jump back to the F dashboard take
a look and see what that looks like as
you can see now the widget is completely
stripped away from the actual dashboard
it automatically real-time takes it away
from not only the dashboard but from
anyone from magnet from their actual
list if they had previous access to it
so once again as you notice they’re
restricting modules restricting – for
widgets and also restricting reports
very similar if you want to give access
to the reports you control it from here
if not you can actually take away the
access and then once again real time it
will update the reports module you’ll
notice that the case case details is
only assigned a specific group once
again the case summary is not the
complaint reports are both assigned to
an admin group so let’s go ahead and
remove that admin group for the
complaint report it was successfully
done all I have to do is go right out to
the reports module and you’ll notice now
I only have two reports maybe I want to
restrict that other complaint report so
I can go right back into the reports
configuration grab that report and
restrict it very easy all in real time
without refreshing your page you’ll
notice that we have updated our reports
list this gives access to restrict not
only your individual modules your
dashboards your reports but you can
restrict them to too many different
variations maybe you want someone have
access to the reports module but you
access to a specific report and not all
the reports so you can get into granular
details also within the reports
configuration I talked about being able
to create your own report by clicking on
the report designer you’ll notice it
takes us to another screen that allows
us to browse out to our existing folders
and see the different files or reports
that we actually have available you can
see here are the four that are available
I do have the ability to select one I
can copy it and work off of that one I
can edit it or I can actually go right
back out to the home screen and I can
actually create a brand-new interactive
report so I’m gonna go ahead and do that
once I click new interactive report I
can actually pick my datasource today
I’m gonna head and pick the art case
database this art case database actually
allows you to see all the different
tables and columns that you can actually
pull a drag and drop from to make it
simple I went ahead and just grabbed the
case file I can actually grab any of
many many different tables in the
database that allows you to design your
actual reports right here in this screen
all you have to do is actually grab the
actual column you want like case ID and
then you can actually drop it right into
the actual form so what I got to do is
grab case number and we’ll drop it right
in here you can actually then change
whether you want it to be group or
column we’re gonna go ahead and add a
few other things let’s go ahead and grab
the actual date or maybe let’s go ahead
and grab the actual case type and let’s
put it in as a column also additionally
to that we can actually add some other
information maybe you wanted to add the
modified date once again there’s a lot
of information you can add this is just
a sampling of what you can do you can
add from many different tables combining
reports and then you can actually group
them together maybe you wanted to group
them by the actual case number the great
thing about this is it’s as easy as
dragging and dropping this information
you also have the ability to format this
in any way you want to whether it’s
color you can change the actual format
to really anything you want
you also can double click and actually
change the actual information you can
actually change the information by just
double clicking enter the information
hit enter
you also can actually change a lot of
the titles and columns here in the
actual form you also can change the
actual title of each of the columns here
in the report
you also have the ability to
drag-and-drop move the columns around
you also have the ability to actually
restrict the information and sort the
information aggregate the information
summarize the information things along
those lines extremely robust very simply
though we’ll go ahead and we’ll just
save this and we will decide what this
actual form is called we’ll decide that
this form is actually going to be
located in the art case folder and we’re
going to call this case details – we’ll
save it once we’ve saved this form we
got to do is go back synchronize the
actual forms you’ll notice that we have
case details and then we can give
someone access to it let’s just give it
to an the administrator so let’s go back
out to the reports module and you’ll
notice now case details – is available
and it can be wrong going back into the
admin section there’s a lot of other
bells and whistles you can create your
own forms your own workflow the workflow
can actually you can see all the
different workflows associated you also
have the ability to create your own data
model this data model obviously can
leverage really anything this BPM in 2.0
compliant so if you created your actual
workflows and say Visio or in this case
we have a direct link to the activity
designer you can actually design your
own workflows and here are some of the
workflows that I’ve already designed we
can go ahead and double click and open
up one of those workflows by actually
designing our workflows here in the
activity designer
you actually can go in and once you’ve
designed that you can upload that
workflow right into this individual
section in admin once you’ve done that
you then can utilize the workflow and
admin some of the actual workflows that
we’ve already designed you can take a
look and see what they look like
that’s a two-step workflow this is the
one we used earlier in our workflow for
the review and rework task and approval
steps you also have the ability to tied
the actual forms and the workflows to
gather in an actual rule spreadsheet
additionally some of the other bells and
whistles that you have is you do have
the ability to change labels so you can
change labels whether they’re actual
labels for the modules labels for
columns things along those lines it’s
very easy to do so so let me just show
you very quickly if I go into the actual
module core which allows me to change
the module names on
left navigation let me go ahead and type
in complain as I started typing in
complaints you’ll notice there’s quite a
few complaints in here and you can see
the left navigation is set up as
complaints let’s go ahead and change
this maybe when we wanted to copy call
it incident once I actually update that
ought to do is do a quick refresh once i
refresh it will then grab the new label
bundle and you’ll see that you have
updated the actual labels this is really
great for those that want to utilize our
case out of the box for the most part
but we want to change the terminology
every business has their own terminology
so it’s very easy to do this to these
robust labels in addition one of the
other major powerful things in Advent
allows you to change all of these
different look-up tables so I talked
about the different case types you can
change your case types by basically just
adding a new case type you can edit an
existing one or delete one maybe you
want to change the actual document types
associated to your actual document list
maybe you don’t want it to be other an
invoice you can actually delete that
list and add in example if I enter in an
example all I have to do is now go and
take a look to see if other attachment
and example make sure it’s in my
document management section so I have to
do is right click hit document that you
can see here it is available to me so
once again the actual lookups label
configuration things along those lines
are extremely robust you also have the
ability to upload logos and even custom
CSS to change the look and feel of the
information in addition you can also
create um correspondence templates like
we talked about earlier when you upload
a correspondence templates to a specific
complaint or case it pulls in the
information in that case so it utilizes
a static template as you see here the
one that we use today was the
acknowledgement letter if I open up that
acknowledgement letter you’ll notice why
it’s actually a template if I open that
up you’ll notice why it’s actually a
template as you can see here there’s
some static information on here but some
of these actual merge terms or where we
pull in the actual metadata from the
individual case or complaint to populate
the specific correspondence once again a
correspondence can still be uploaded to
a case then edited either online or
offline and then you can actually email
them out so there’s a lot that can be
done it just gets you from a blank start
page two basically utilizing one your
static templates to pre-populate
information so as you can see there
there’s a lot of information within the
admin section I hope you enjoyed this
overall demo of the art case legal
version our case is extremely robust to
support many different businesses and
many different types of use cases legal
just happens to be one of those that we
see on a day to day basis or the ability
to create a complaint take it over to an
actual case and use a workflow to
actually process that information once
again this was our case the product