Manage my platform
Referentials & data
To access referential management, select in the administration menu (gear wheel) the menu "Referentials" The Referential Management page allows you to customize the dropdown lists of forms or create your own lists. Each Agilium module has its own referentials. When accessing the page, a list of categories is offered to you. Simply click on a category to consult the associated referentials. (https://storage.crisp.chat/users/helpdesk/website/-/9/c/b/b/9cbb13020d73800/sans-titFew readersRoles and users
User management To access user management, select in the administration menu (gear wheel) the menu "Users". Users are presented in table form. It is possible to create / modify / delete user profiles. To consult or modify a file, click on the name of the concerned collaborator. Add a user To add a new user, click on the button at the top right of theFew readers
Interface
Themes and colors
To access theme management, select in the administration menu (gear wheel) the menu "Themes and colors" from the "Interface" section. This feature allows customization of the logo, fonts and color of the web interface. Modify the theme color The "Themes" section allows you to specify the color theme applied to several elements, namely the borFew readersTranslations
To access translations, select in the administration menu (gear wheel) the menu "Translations". This feature allows modifying all types of labels appearing on web pages, as well as implementing their translations in the languages installed on the platform. The default languages are: French, English, German and Chinese. The translations are grouped into 4 categories: InterfaceFew readers
Screens
Graphic objects
The containers Containers allow structuring pages. They are available in the "Elements" tab. The following elements are found: The "Columns" object By default when adding a "Columns" object, 2 columns of width "6" each are proposed. Whatever the number of columns, the total must be equal to 12. On the right panel of this object, you can modifFew readersNavigation screens
To access screen management, select in the administration menu (gear wheel) the menu "Dashboards" (also called Dashboards). From the list of dashboards, you can: create a new screen, duplicate an existing screen, display a preview, or delete a screen. Configure the home page The home page is the page offered by default when the user connects or clicks on the logo at the top left. In the list of existing dashboards, the "Home" column allows you to specify which dashFew readersTiles
Tiles allow displaying a rectangle offering a behavior. Tiles are available in the "Tiles" tab. The following elements will be found: Tile "Link (URL)" The tile "Link (URL)" allows inserting a tile that redirects to an address (internal agilium or external). For each URL tile in the properties on the right you can modify: The tile title the urFew readers
Advanced administration
Configure the Continuous Improvement module (QMS)
Modifying parameters requires knowledge of Agilium platform administration. To access the DMS configuration, open the administration menu (gear wheel) the menu "QMS".Few readersConfigure DMS
Modifying parameters requires knowledge of Agilium platform administration. To access the DMS configuration, select in the administration menu (gear wheel) the menu "DMS".Few readersConfigure the platform
Modifying parameters requires knowledge of Agilium platform administration. To access the platform configuration, open the administration menu (gear wheel). The left menu allows access to different categories of parameters.Few readersUse of referentials
Here are the platform's referentials and their uses in modules (DMS, NC, Plan, Action, Audit, Process management, risks, etc.) DMS NC (https://storage.crisp.chat/users/helpdesk/website/-/6/7/6/2/67629a57a4b17800/78abc59f-760f-42df-98b4-Few readersExplanation of all roles
DMS By default, 4 roles are proposed for the operation of the DMS (excluding administrator).Few readers