Intervention Module - Revision history

N.paul: /* Creation of an intervention */

2024-10-15T07:36:12Z

Creation of an intervention

← Older revision		Revision as of 09:36, 15 October 2024
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	[[File:Intervention_attachment_2.PNG\|center\|link=]]		[[File:Intervention_attachment_2.PNG\|center\|link=]]


			== Adding online signature ==
			You can now enable online signing for interventions. This will allow your customers or vendors to sign the interventions without having to print it out. You need to enable the online signing to set up first by going to home -> setup -> customer relationship management -> intervention module box -> click on the cog sign -> go to the parameters -> find the option of “allow online signing” -> tick the box -> click on modify. The new setup will be saved.

			Now you can open your preferred intervention card and scroll down towards the end of the page to find out the online signature link. The link will redirect you to an external page for completing your online signature. However, this will only apply when your intervention if validated, otherwise no online signature is possible.

	= Sending intervention via email =		= Sending intervention via email =
	You can send intervention cards via emails. For that you need to go to commerce menu -> intervention -> list -> choose the intervention -> send email -> fill all the needed criteria and modify as per your requirements -> send email. The intervention card will be sent as an email attachment to the recipient.		You can send intervention cards via emails. For that you need to go to commerce menu -> intervention -> list -> choose the intervention -> send email -> fill all the needed criteria and modify as per your requirements -> send email. The intervention card will be sent as an email attachment to the recipient.

N.paul: /* Adding attachment to an intervention */

2022-12-26T06:48:40Z

Adding attachment to an intervention

@@ Line 22: / Line 22: @@
 == Adding attachment to an intervention ==
 If you want to add any file or document to your interventions, then it can be achieved by following a few steps. Those steps are commerce (from main menu) -> Interventions -> list -> choose the concerned intervention -> Linked files tab -> Attach files/documents -> Browse -> choose the file you want to attach -> upload.
 = Sending intervention via email =
 You can send intervention cards via emails. For that you need to go to commerce menu -> intervention -> list -> choose the intervention -> send email -> fill all the needed criteria and modify as per your requirements -> send email. The intervention card will be sent as an email attachment to the recipient.

N.paul: /* Creation of an intervention */

2022-12-24T07:38:41Z

Creation of an intervention

← Older revision		Revision as of 09:38, 24 December 2022
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	== Adding attachment to an intervention ==		== Adding attachment to an intervention ==
	If you want to add any file or document to your interventions, then it can be achieved by following a few steps. Those steps are commerce (from main menu) -> Interventions -> list -> choose the concerned intervention -> Linked files tab -> Attach files/documents -> Browse -> choose the file you want to attach -> upload.		If you want to add any file or document to your interventions, then it can be achieved by following a few steps. Those steps are commerce (from main menu) -> Interventions -> list -> choose the concerned intervention -> Linked files tab -> Attach files/documents -> Browse -> choose the file you want to attach -> upload.
			= Sending intervention via email =
			You can send intervention cards via emails. For that you need to go to commerce menu -> intervention -> list -> choose the intervention -> send email -> fill all the needed criteria and modify as per your requirements -> send email. The intervention card will be sent as an email attachment to the recipient.

N.paul: /* Creation of an intervention */

2022-12-22T07:49:24Z

Creation of an intervention

← Older revision		Revision as of 09:49, 22 December 2022
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	Interventions can also be generated from time-spent on projects and tasks.		Interventions can also be generated from time-spent on projects and tasks.

			== Adding attachment to an intervention ==
			If you want to add any file or document to your interventions, then it can be achieved by following a few steps. Those steps are commerce (from main menu) -> Interventions -> list -> choose the concerned intervention -> Linked files tab -> Attach files/documents -> Browse -> choose the file you want to attach -> upload.

N.paul: /* Setup */

2022-11-21T07:50:42Z

Setup

← Older revision		Revision as of 09:50, 21 November 2022
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	There is no need of installing this module, as it is already included within Tactic services.		There is no need of installing this module, as it is already included within Tactic services.
	= Setup =		= Setup =
	For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: '''Home –> Setup – > Module'''. The users then need to click on '''Activate'''. The modules will be activated after completing this step. The settings icon {{#fas:cog}} will be visible at the end of the module box, the users can click in that to access setup.		For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: '''Home –> Setup – > Module'''. The users then need to click on '''Activate'''. The modules will be activated after completing this step. The settings icon {{#fas:cog}} will be visible at the end of the module box, the users can click in that to access further setup for this module to access the functionalities in a better way.

	= Creation of an intervention =		= Creation of an intervention =

N.paul: /* Creation of an intervention */

2022-11-17T06:25:26Z

Creation of an intervention

← Older revision		Revision as of 08:25, 17 November 2022
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	[[File:Intervention_2.PNG\|center\|link=]]		[[File:Intervention_2.PNG\|center\|link=]]

			Interventions can also be generated from time-spent on projects and tasks.

N.paul at 10:19, 1 July 2022

2022-07-01T10:19:16Z

← Older revision		Revision as of 12:19, 1 July 2022
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	[[File:Intervention_1.PNG\|center]]		[[File:Intervention_1.PNG\|center\|link=]]

	The users need to click on the option of '''Modify''' for modifying the intervention.		The users need to click on the option of '''Modify''' for modifying the intervention.


	[[File:Intervention_2.PNG\|center]]		[[File:Intervention_2.PNG\|center\|link=]]

Admin: /* Creation of an intervention */

2022-04-19T09:05:36Z

Creation of an intervention

← Older revision		Revision as of 11:05, 19 April 2022
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	The users need to click on the option of '''Modify''' for modifying the intervention.		The users need to click on the option of '''Modify''' for modifying the intervention.


	[[File:Intervention_2.PNG\|center]]		[[File:Intervention_2.PNG\|center]]

Admin: /* Creation of an intervention */

2022-04-19T09:05:22Z

Creation of an intervention

← Older revision		Revision as of 11:05, 19 April 2022
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	[[File:Intervention_1.PNG\|center]]		[[File:Intervention_1.PNG\|center]]

			The users need to click on the option of '''Modify''' for modifying the intervention.
	[[File:Intervention_2.PNG\|center]]		[[File:Intervention_2.PNG\|center]]

Admin: /* Creation of an intervention */

2022-04-18T10:10:40Z

Creation of an intervention

← Older revision		Revision as of 12:10, 18 April 2022
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	= Creation of an intervention =		= Creation of an intervention =
	Creation of an intervention can be done from projects and proposals. This can be completed within a very few small steps. However, the creation of intervention can be executed by going to the '''commerce''' menu from the Tactic tab. the users need to click on the '''new Intervention''' option in order to create a new intervention.		Creation of an intervention can be done from projects and proposals. This can be completed within a very few small steps. However, the creation of intervention can be executed by going to the '''commerce''' menu from the Tactic tab. the users need to click on the '''new Intervention''' option in order to create a new intervention.


			[[File:Intervention_1.PNG\|center]]


			[[File:Intervention_2.PNG\|center]]