Instance Configurations
Organization Roles
Organization roles are prominent in an organization to approve various requests. In AssetExplorer Cloud, SDAdmins can create and assign roles to users. You can configure organization roles in requests' Service Level Agreements (SLAs) as well. ...
Currency
Currencies are used while procuring assets/services. AssetExplorer Cloud supports all currencies. USD is the base currency and it cannot be deleted. Add New Currency Go to Setup > Instance Configurations > Currency. Click New Currency. Select a ...
Departments
There can be various departments in an organization that can be situated in different sites, and each of these departments has a group of employees in them. In AssetExplorer Cloud, you can add, edit, or delete various departments of your ...
Leave Types
Leave types are the type of leave taken by the technician. This is essential while marking leave for technicians in Scheduler. Configure Leave Types Go to Setup > Instance Configurations > Leave Types. Click New Leave Type. Provide a unique Name for ...
Holiday Groups
Bundle holidays into holiday groups and apply them to various sites or technician groups. You can create holidays in each holiday group and also import holidays across holiday groups. Holiday groups are used to calculate request completion time, SLA, ...
Operational Hours
Operational hours define the working hours of the service desk across various sites. Based on the time zone of the corresponding site, operational hours are used to calculate request completion time, SLA, or time spent by technicians on requests. You ...
Sites
Organizations may have several branches across the globe to handle various specialized activities. These branches can be located in the same or different regions, and the data from each of these branches needs to be maintained in the same place. In ...
Regions
Organizations may have multiple branches across different regions to manage various activities. It is essential to centralize the data from all these branches in one location. In AssetExplorer Cloud, you can configure the regions of your branches. ...
Instance Settings
Configure parameters specific to an instance in the application. Add/update the instance’s name, logo, and currency; assign an owner; and configure access permissions. Role Required: SDAdmins Configure Instance Settings Go to Setup > Instance ...