Add specialisation

modified:

Specialisation menu

Specialisation types

Specialisation Options


Here You can see Information about your Department, go to Employee Information () and delete Employee 



How to see Employees in Department Options?


Go to:

1. ;

2. ;

3. ;


Now you can see Specialisations list



4. Press 



5. In dialog table Enter specialisation name and Employee type:

  • Director;
  • Manager;
  • Technologist;
  • Administrator;
  • Technical operator;
  • Employee;

6. Press 


Now you can see Employee list in your New specialisation

Here you can see, add (), edit () and delete () Employees


Specialisation typeWhat does it mean?
Director
If an employee doesn't have permission "Employee Master", but is the director of a department, they can see information about all employees of the department
Manager
Can be added to Sales projects, Sales events, can be assigned to Customer or Agent supervisors, as a contact person or task manager to Technology Development projects or Orders, Generate QR codes
Technologist
Can be assigned to Technology development projects, as a contact person or task manager
Administrator
Can log in to Health module as an admin
Technical operator
Can log in to Health module as a doctor
Employee
Employee doesn't have any special roles 
MaintainerCan be added to maintenance operations 


Options


Here you can see and change name, Employee Type, Department, Job description, set up to show in customer contacts (), show in reports (), choose time and cost expression ( (for more information about expression, visit here


Permissions


Here you could see, add () and cancel () Permissions for Specialisation


Table filter


ToBeTransale

You can set here filter for specialisation (what employee can see in tables () and which product and articles employee can see in Order Proposal ()).


How to use Table filter?

1. Press 

2. Choose Table from list (if you can't see any table, you should go to particular table and activate it (when you come back, you can see it in list of Tables))

3. Write filter you want

4. Press 


The structure of filter

{ "manager.name":"New" }

Sign
What does it indicate?
{}
It is brackets within you need to write your code
""
It is sign within you need to write values
:
It is sign between values
manager.name
It is Row name of Table
New
It is value of Row name


Row name of Orders Table

Row nameFilter value
Order number
number
Order name
name
Customer
customer.alias
Created at
createdAt (>=2021-02-21T22:00:00Z)
Manager
manager.name
Shipment
shipments.date (>=2021-02-21T22:00:00Z)
Quantity
quantity
Type
type.name
Final price
customerPrice.amount
Order status
status


Row name of Production Table

Row nameFilter value
Production name
name
Articlearticle.altName
Managerorder.manager.name


Row name of Shipment Table

Row nameFilter value
Shipment name
name
Customer numberorder.customerNumber
Order name
order.name
Managerorder.manager.name
Customer
order.customer.name


Row name of Order Products Table

Row nameFilter value
Nameproduct.name
Customer
order.customer.name
Order name
order.name
Manager
order.manager.name
Order typeorder.type.name


Row name of Stored Products Table

Row nameFilter value
Namename
Codearticle.altName
Articlearticle.name
Typearticle.type.name
OrdersorderProducts.order.name
Customer
orderProducts.order.customer.name
Store locationstoreLocation
Store namestoreName


Row name of Operations Table

Row nameFilter value
OperationarticleOperation.operation.id
ArticlearticleOperation.article.name
CategoriesarticleOperation.article.categories.name
Order name
production.order.name
Customer
production.order.customer.name
Productionproduction.name



Menu



Here you could see, add () and cancel () Menu for Specialisation (what they can see in Proman)