Orax SDI Cloud Reference

 
  1. Introduction
  2. Self-Management tools
  3. Communication and Content management
  4. Sales and Customer Engagement
  5. Service Desk
  6. Project Management
  7. Automation & Wide-Area-Monitoring
  8. Job Cards
  9. Education & B-2-B online training
  10. Billing and customer statements
  11. Inventory & Asset management
  12. Production management
  13. Human Resources and Payroll
  14. Procurement and Supply chain
  15. Ledgers & Accounting
  16. Reporting and Analytics
  17. Administration & configuration
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Categories

Categories, like Work Types are linked to almost all records and events in SDI. Any record that allows time to be attached needs a Category, so system owners and managers can report on it.

Categories are created in hierarchical structures in Settings. Carefully plan your Categories before creating them. Link Skills to Categories where possible to enable Skills lookup for the Call Route Team or Project Managers.

Categories can be used to structure your inventory. Categories are used in the online Catalogue to structure navigation of products.

 

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