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--- tracker_start_page:tracker_company_admin [2025/02/21 05:57] – Mert Yagci
+++ tracker_start_page:tracker_company_admin [2025/03/23 23:11] (current) – [Defining Device as IoT] Mert Yagci
@@ Line 68: / Line 68: @@
 {{ :tracker_start_page:pasted:20250221-065328.png?500&nolink }}
+if necessary while creating or editing a device we can upload a file about this device.
+{{ :tracker_start_page:pasted:20250324-000852.png?500&nolink }}
 then we can save our device.
@@ Line 80: / Line 84: @@
 {{ :tracker_start_page:pasted:20250221-065605.png?500&nolink }}
+==== Edit Device ====
+To edit device we must enter first to the device which we want to edit for this we need to follow this menu points
+company admin home >> device management >> select device or company admin home >> departments >> select department >> show all devices >> select device
+then we can enable editing via action menu
+{{ :tracker_start_page:pasted:20250221-070050.png?500&nolink }}
+after changes we can save or via **X** button cancel this process
+==== Defining Device as IoT ====
+To define a device as IoT, we need to open first the device via
+company admin home >> device management >> select device or company admin home >> departments >> select department >> show all devices >> select device
+then we should open device IoT state via actions menu
+{{ :tracker_start_page:pasted:20250324-000528.png?500&nolink }}
+then we can define this device as IoT via enabling a switch
+{{ :tracker_start_page:pasted:20250324-000614.png?500&nolink }}
+after confirming we are receiving a token/api-key for this device. So this device can create task in department, in which it stays.
+{{ :tracker_start_page:pasted:20250324-000728.png?500&nolink }}
+so we can use IoT endpoints with this token. If you want to have new token, then you need to disable IoT state and reactivate it.
+===== User Management =====
+==== Create User ====
+To create a new user for company in company admin view, we need to enter first to user management
+{{ :tracker_start_page:pasted:20250221-070543.png?500&nolink }}
+via action menu we can select add new user
+{{ :tracker_start_page:pasted:20250221-070624.png?500&nolink }}
+So we can enter necessary information
+{{ :tracker_start_page:pasted:20250221-070814.png?500&nolink }}we should select a role for user too, we can define second system admin via this role or we can select a normal user to define this user as normal user which should use the service and task management. Then we can do save or cancel.
+==== Edit User ====
+To edit user we should enter user management.
+{{ :tracker_start_page:pasted:20250221-071245.png?500&nolink }}
+then we are selecting the user which should be edited.
+{{ :tracker_start_page:pasted:20250221-071446.png?500&nolink }}
+now we can activate edit mode for selected user via action menu
+{{ :tracker_start_page:pasted:20250221-071705.png?500&nolink }}
+so we can make our changes and then we can save or cancel this process via **X** button.
+{{ :tracker_start_page:pasted:20250221-071819.png?500&nolink }}
+==== Assign User to Department ====
+we need to first move to user departments
+company admin home >> user management >> select user, which should assign to department >> action button, select show departments
+then it seems like this
+{{ :tracker_start_page:pasted:20250223-022630.png?500&nolink }}
+then we need to open action menu and click add new department role
+{{ :tracker_start_page:pasted:20250223-022726.png?500&nolink }}
+then you will be able to see like this
+{{ :tracker_start_page:pasted:20250223-022809.png?500&nolink }}
+you can make your selection as you want; department can be select to which should be assign the user, then you should select role too, we have Worker, Chef, Manager roles, to manage service processing at the normal user side. After selections we can save or cancel this process.
+{{ :tracker_start_page:pasted:20250223-023129.png?500&nolink }}
+==== Edit/Delete User Department ====
+To edit user department, we should select first
+company admin home >> user management >> select user >> action button, select show departments >> select department
+then you will be able to see this:
+{{ :tracker_start_page:pasted:20250223-023440.png?500&nolink }}
+Then in this case you can edit/delete via clicking to this menu. To delete we can click on delete department then we will be asked about deleting.
+{{ :tracker_start_page:pasted:20250223-023620.png?500&nolink }}
+to edit we will click on edit. then we will this as disabled
+{{ :tracker_start_page:pasted:20250223-023722.png?500&nolink }}
+now we can enable this with action menu
+{{ :tracker_start_page:pasted:20250223-023757.png?500&nolink }}
+after clicking the fields will be modifiable. after modification you can cancel or save the process.
+{{ :tracker_start_page:pasted:20250223-023933.png?500&nolink }}
+===== Reminder Management =====
+==== Creating new Reminder ====
+We can use reminders for service templates to enable reminder for device services about periodical services and so on.
+company admin home >> reminder management. Then we can open action menu with menu button. After that you will see like this
+{{ :tracker_start_page:pasted:20250223-024946.png?500&nolink }}
+then we can enter the reminder details as we want. After entering we can save or cancel this process.
+{{ :tracker_start_page:pasted:20250223-025337.png?500&nolink }}
+==== Edit/Delete Reminder ====
+We need open first the reminder.
+company admin home >> reminder management >> select reminder
+{{ :tracker_start_page:pasted:20250223-025539.png?500&nolink }}
+if we click on reminder we will be able to see this action menu
+{{ :tracker_start_page:pasted:20250223-025611.png?500&nolink }}
+if we want delete this reminder, we can click on delete reminder button then system will ask us, that we want delete or not. To edit this reminder we should open show details.
+{{ :tracker_start_page:pasted:20250223-025726.png?500&nolink }}
+at the first we are seeing that the fields are disabled. to enable this we should open a action menu then we should do enable editing
+{{ :tracker_start_page:pasted:20250223-025819.png?500&nolink }}
+After all fields are activated then we can modify this information then we can do save or cancel.
+{{ :tracker_start_page:pasted:20250223-025908.png?500&nolink }}
+===== Service Template Management =====
+==== Create new service template ====
+We need to open first the service template management menu.
+{{ :tracker_start_page:pasted:20250227-020119.png?500&nolink }}And then we must open the action menu and click on new service template
+{{ :tracker_start_page:pasted:20250227-020336.png?500&nolink }}
+Now we want enter the information what we need to create this service template.
+{{ :tracker_start_page:pasted:20250227-020550.png?500&nolink }}
+What the necessary is, the valid from must be selected, it means from which date this template will start to be used. On the other side we must select the control type too, we have here manager and chef, manager only, chef only and none. It means, if the employee creates a service, this service should be controlled or not. if yes, then we should select via control strategy, from which types of employees this service should be controlled as like only from manager or chef or both of them. Now we should add the service elements. This service elements describes which services should be done while doing a new service. You can check this at he next picture.
+{{ :tracker_start_page:pasted:20250227-021447.png?500&nolink }}
+you can use add button with plus symbol at the bottom right, to add new service element. At the last we can save or cancel this process.
+{{ :tracker_start_page:pasted:20250227-021603.png?500&nolink }}now you can see at the service template list view the created service
+{{ :tracker_start_page:pasted:20250227-021658.png?500&nolink }}
+==== Edit Service Template (Creates new version of service template) ====
+We should enter first the last version of service template which we want to edit. To open service template
+company admin home >> service template management >> select service template
+{{ :tracker_start_page:pasted:20250227-022120.png?500&nolink }}then we should select at the opened action buttons show last version details.
+{{ :tracker_start_page:pasted:20250227-022208.png?500&nolink }}
+when this last version details of service template is open, then we should activate the editing via action button
+{{ :tracker_start_page:pasted:20250227-022408.png?500&nolink }}
+Now we want add new element via plus button
+{{ :tracker_start_page:pasted:20250227-022536.png?500&nolink }}
+now we did added new element
+{{ :tracker_start_page:pasted:20250227-022632.png?500&nolink }}
+and we want save this process
+{{ :tracker_start_page:pasted:20250227-022658.png?500&nolink }}after saving the editing will be disabled and you can see under details the new version of service template
+{{ :tracker_start_page:pasted:20250227-022816.png?500&nolink }}
+==== Show All Service Template Versions ====
+We need to select first the service template. To show all service template versions we should select service template via company admin home >> service template management >> select service template
+{{ :tracker_start_page:pasted:20250227-023117.png?500&nolink }}
+now you can see all versions of this service template
+{{ :tracker_start_page:pasted:20250227-023144.png?500&nolink }}
+Then you can click on version which you want to see. You can only show this information but you can not edit any of this versions in this way. **You can edit only the last version of service.**
+===== Assign Service Template to Device =====
+To be able to assign service template to device, we should open first the device via company admin home >>  device management >> select device or company admin home >> department management >> select department >> open action button and show all devices >> select device
+{{ :tracker_start_page:pasted:20250227-023807.png?500&nolink }}Now via actions button we selecting show service templates
+{{ :tracker_start_page:pasted:20250227-023902.png?500&nolink }}
+Then we can open the service template assigning page via **assign new service template button**
+{{ :tracker_start_page:pasted:20250227-024044.png?500&nolink }}
+On the assignment we should select first the service template, which we want to assign to device
+{{ :tracker_start_page:pasted:20250227-024129.png?500&nolink }}
+after selecting you can see assign details
+{{ :tracker_start_page:pasted:20250227-024234.png?500&nolink }}
+{{ :tracker_start_page:pasted:20250227-024256.png?500&nolink }}On the reminder tab, we can add new reminder for this service.
+{{ :tracker_start_page:pasted:20250227-024351.png?500&nolink }}
+and now we can select service reminder via clicking on radio button
+{{ :tracker_start_page:pasted:20250227-024459.png?500&nolink }}
+after selecting you can see selected reminder details
+{{ :tracker_start_page:pasted:20250227-024550.png?500&nolink }}
+now we must select a start date for this reminder,  so we are enabling the reminder engine to send reminder emails. to select this, we should click on start date
+{{ :tracker_start_page:pasted:20250227-024858.png?500&nolink }}
+now we can select date and confirm
+{{ :tracker_start_page:pasted:20250227-025003.png?500&nolink }}
+now we did define all information. now we can save or cancel this process.
+{{ :tracker_start_page:pasted:20250227-025059.png?500&nolink }}
+After saving you can see in device service templates the saved service template
+===== Edit/Delete Coupling of Device - Service Template =====
+To be able to edit the coupling of device - service template, we should open first the device via company admin home >> device management >> select device or company admin home >> department management >> select department >> open action button and show all devices >> select device
+then we should open show service templates via action menu
+{{ :tracker_start_page:pasted:20250227-041326.png?500&nolink }}
+at the list of assigned service templates we should select a service template coupling
+{{ :tracker_start_page:pasted:20250227-041602.png?500&nolink }}and we should click on show details or if you want you can **delete** this coupling via delete selection
+{{ :tracker_start_page:pasted:20250227-041646.png?500&nolink }}
+if show details is selected then we can enable editing via action menu
+{{ :tracker_start_page:pasted:20250227-041825.png?500&nolink }}
+when the editing enabled is then only reminder editing is possible, you can change to any reminder and you can change start date too. After changes you can save or cancel the process.
+{{ :tracker_start_page:pasted:20250227-043442.png?500&nolink }}
+===== Showing Logs =====
+The logs can be reached via clicking on logs selection in company admin home.
+{{ :tracker_start_page:pasted:20250227-044236.png?500&nolink }}then it shows like this
+{{ :tracker_start_page:pasted:20250227-044352.png?500&nolink }}
+it gives a ability to click on it
+{{ :tracker_start_page:pasted:20250227-044458.png?500&nolink }}
+===== Necessary Notes =====
+  * If any service template is assigned to device and this service template will be updated to new version then this assignment works with new version. It means, if you deactivate a service template, you can see in assignment but the service cannot be able to do with this service templates. If you add new elements, old services will be shown with old service templates and new services will be shown with new service elements.
+  * Every page has max 20 items