Orax SDI Cloud Reference

  1. Introduction
  2. Self-Management tools
  3. Communication and Content management
  4. Sales and Customer Relationship Management
  5. Services & Service level management
  6. Billing and customer statements
  7. Inventory & Asset management
  8. Production management
  9. Human Resources and Payroll
  10. Procurement and Supply chain
  11. Ledgers & Accounting
  12. Reporting and Analytics
  13. Administration & configuration
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Tips and tricks

The following will help you manage your work records.

The Call Route Team is one or more people responsible for routing customer Service Calls to the right assignees. They will usually link an End-user to a Service Call, if it is not the Call owner making the request. Use the detail of the End-user to contact the person. The End-user is never notified of changes to a work record, only the Call owner (and subscribers).

If you are working in a IT support company and deal with code, it may happen that comments are malformed because of HTML limitations. Toggle the Comment display with the "View raw format" link at the top of the comment list to see raw code. Note that comments are limited to a maximum number of characters to protect the system from dumping large amounts of data in comments - this is a security feature, not a shortcoming.

Request Overtime in an Orax SDI work record by using the applicable link on the Comments tab. This will send a request to your line manager, who will have to approve or decline your request.

Log 6 batch work records (or billing time) from the "New" menu by selecting the "BILLING TIME" record type.

Use Task templates to speedup creation of new Tasks. If you regularly assign the same type of task to your team, create a template for each type of task.

You are able to edit your own comments on a work record, but not the comments of other users. Once the record (Task or Service Call) has been resolved (closed), comments can still be edited, but be careful when making changes to history billing time as it may already have been billed.


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