How to add new Territory structure element

You can assign territory attributes to projects in the CloseOut, although it's not required. Doing so can help you organize your business and make it easier to track operations in different territories. 

With this feature, you will be able to assign users with the territory access role to a specific territory group. This will enable you to better manage and control access to specific territories within your organization. Territory attributes are:

1. Country
2. Region
3. Market
4. State

First, establish your own territory structure for use in future company projects.

1. Log into CloseOut webapp.
2. Go to the Administration section and navigate to Settings > Territory structure.
3. Click on the green plus icon to add Territory structure input.
   
   
   
   
   
4. Keep in mind that countries and states are already set in the system. "Region" and "Market" are fields that you must define beforehand. If you want to add new attributes to either "Region" or "Market," simply type the attribute name and click on the "create new" button on the right. Click the save button to apply the changes.
   
      
   
   

COMPANY STRUCTURE: 

 

Go to Administration > Settings andclick on Companies. 

The name of your Root company will be the same as the nameof your Tenant.

New subcompanies can be added by clicking the plus icon 

Subcompanies can be edited. They can also be deleted but only in the case if no user is assigned to that subcompany. You can also create a child of a subcompany by clicking the plus icon.

Every subcompany will have a black house icon next to the name, but subcompanies within subcompanies will have a white house icon.

All roles in the subcompany, whether they are predefined, or custom will be able to work only in their subcompanies and will not have access to the other subcompanies, or upper in the hierarchy.

Adding a new or existing Document Type

This option is used to classify certain types of documents. For example, in order to add a certificate, it is mandatory to set a document type.

1. Log into CloseOut
2. In the Administration tab select Settings
3. Choose Document Types
4. You can choose an existing Document Type, or add a new one by clicking the "+" icon

5. A Company name can be edited by clicking on the "Pen" icon, or deleted by clicking on the "Bin" icon

Resize models

This option allows us to set the size of the photos which are being uploaded to a photo placeholder.

There are already several values available in the Resize model tab. Depending on your preferences, new options can be created and already existing options can be edited, or deleted.

Systems

In system settings, you have a variety of options that are applicable on a tenant level. You can set default time-zone, shift-time warning, units of measures and other. 

System settings can be edited by clicking the "pen" icon on the upper right corner.

• Quick-accept diameter is used to set 
• Default time-zone 
• Shift-time warning 
• Certificate warning
• Units of measure 
• Extract image GEO_TAG 

How to choose and set AI models

You can see all available AI (Artificial intelligence) models that can be set on a photo placeholder

1. Log into CloseOut
2. In the Administration tab select Templates

3. Choose a project
4. Open a photo placeholder on which you would like to use the AI models

5. Click on the "robot" icon
6. Choose the AI models from the list and click Save

How to create Enums

Enums can be created in order to prepopulate single and multi checklist answer options. 

Create a Holiday

This is used to automatically highlight the non-working days in the exported reports.

1. Log into CloseOut
2. In the Administration tab select Settings

Create a new Placeholder Category

Based on your preferences, a placeholder category can be created and added to the whole project workflow, on all nodes within a folder, or on a single placeholder.

1. Log into CloseOut
2. In the Administration tab select Settings
3. Click on the Placeholder Categories
4. Click on the "+" button
5. Enter the name of the placeholder category and click "Save"

Create a Job Type

1. Log into CloseOut

2. In the Administration tab select Settings

3. Click on the Job Types

4. Click on the "+" button

5. Enter the name of the job type and click "Save"

How to create and edit Roles

To organize and easily change user access rights, CloseOut uses a system of roles. 

We have predefined 7 user roles, each with their own specific access permissions: 

Admin, HR, Quality manager, Quality specialist, Region manager, Field tech and Read only. These are default roles and cannot be deleted or altered. The following table displays the permissions for each role. You can easily view the specific permissions for each role in this table:

If any of the system predefined roles do not suit your needs, you can create your own, custom-tailored role. 

1. Log into CloseOut web app.
2. Go to the Administration section and navigate to Settings > Roles
3. From here you can either:
   a) Pick a predefined role (marked in blue) to create a clone which you can rename and modify according to your needs, or 
   b) Create new custom role from ground up. Either way, you'll be able to create a role that fits your specific needs
   
   
4. Pop up will appear asking you to name (or rename) your role. Pick a suitable name for a new custom role and click save. 
   
   
   
   
   
5. To select permissions, you want for any of the custom roles, choose them from the right panel. Selected app features will be accessible to any user who has been assigned that role. Every module can be customized further, so you can specifically set user access rights for every feature.

Territory access roles

All custom roles can be granted territory access. By doing so, a role will have access to all projects that are assigned for a chosen territory structure, without necessity to add that user with that role manually in Security to every project on that particular territory. 

You can assign territory access to the role by going to Administration>Settings>Roles:

The next step is to hover over a custom role, click on the 3 dots and check the territory access box, followed by apply.

All roles with granted territory access will have a globe icon next to them when created or edited.

How to create a Business line

Business line is one more attribute that you can assign to your projects. Assigning a business line to projects helps organize and filter operations for better efficiency and clarity. To create business lines that will later be added in future company project:

1. Log into CloseOut webapp.
2. Go to the Administration section and navigate to Settings > Business Line.
3. Click on the green plus icon to add business line. To delete an existing business line, simply click on the trash bin icon located next to the business line you wish to remove.