| Basics |
Launching, logging in, and navigating the Administrator data pages |
| Auto Numbers |
Creating Auto Number groups for automatic Part, Change/ECO, CAPA, and Training number assignment |
| Formats |
Upper-case and illegal character rules |
| Types |
Creating various object types for classification |
| Categories |
Creating categories for item classification |
| Status Options |
Creating lifecycle status fields for Items, Vendors, and Training objects |
| Attributes |
Creating attribute fields for items, vendor items, Changes, Quality, Projects, Training, BOMs, Service Objects, and Vendors |
| Change/ECO Options |
Creating types, priorities, material disposition and various other Change/ECO options |
| Project Options |
Creating types, priorities, roles and custom field options for Projects |
| Quality/CAPA Options |
Creating types, priorities and custom field options for Quality/CAPA objects |
| Training Options |
Creating types, priorities and custom field options for Training items/events |
| Task Options |
Creating types, priorities and custom field options for Tasks |
| Document Vaults |
Creating vaults for vaulted document storage |
| Routing Fields |
Creating custom fields for Operations, Sequences, and Sequence Items for BOM Routings |
| Required Fields |
Setting up required fields for Items, Changes/ECOs and Quality/CAPA items |
| Default/Release Options |
Setting up default options for Items, Changes/ECOs and Quality/CAPA items |
| Rules |
Operating and data rules |
| Advanced Options |
Mail Server setup, passwords, web service, and various other system options |
| Users |
Creating and modifying users |
| Permissions |
Creating and managing permission groups and options |
| User Groups |
Creating and assigning users to groups |
| Business Units |
Managing Business Units for users and permission options |
| Workflow Stages |
Creating stages and default users for workflow creation |
| Workflows |
Creating workflows and stage options |
| Workflow Mappings |
Assigning workflows and users for automatic workflow assignment to various Omnify objects |
| Email Actions |
Setting up automated email alerts |
| Email Templates |
Setting up email templates to control the subject and content/body of email alerts |
| HelpDesk Posts |
Creating type and category options for HelpDesk posts |
| HelpDesk Tickets |
Creating types, categories, status, priorities and custom field options for HelpDesk Tickets |
| Task Templates |
Managing task templates for automated task setup/creation on Omnify objects |