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OPTIMA USER GUIDE
Main category for the Optima User GuideRELEASE NOTES
This category includes all Optima release notes
Recent Articles
How to create a User-defined Report View
HOW TO CREATE A USER-DEFINED REPORT VIEW : ACTION MENU Many pages in Optima offer the powerful ACTION MENU, a core feature of Oracle APEX, which facilitates the creation of personalised visualisations of compiled information that can be saved as ...Release note 2026.1
Release Date: February 2, 2026 We are pleased to present the latest improvements introduced with the 2026.1 update. Please note that the updates do not affect your current customised scheduling process in any way. NEW FEATURES Item # Name Description ...Release Note 2025.3.2
Release Date: August 5, 2025 We are thrilled to share with you the latest enhancement implemented through the 2025.3.2 update. New Features Item # Name Description Bug Fixes Item # Name Description Improvements Item # Name Description 1 Bulk Edit of ...Recurring Tasks for Employees / Instruments
HOW TO CONFIGURE YOUR TEAM / INSTRUMENTS RECURRING TASKS This feature allows you to set up a list of recurring tasks for Optima to consider when scheduling your requests.task types These tasks will be added to the agenda of employees or instruments, ...Customers and Projects Configuration
HOW TO CONFIGURE YOUR CUSTOMERS & PROJECTS CONDITIONS This new feature, implemented in January 2026, allows you to provide further details about your Requesters (internal or external customers) and their projects. It is used to associated priorities ...
Popular Articles
Request Forms: uploading requests with Custom template
HOW TO UPLOAD MULTIPLE REQUESTS with custom template This section is personalised for customers who prefers to use a personalised request file template. The function is available under REQUEST FORMS/ submenu is then particular to each customer Follow ...The Reports Page: access to preconfigured reports
Access to the Pre-Configured Reports This page allows to interact with reports related to instrument and people, to get useful information about allocation and availability of resources and related productivity and capacity. There are reports set by ...How to create a single request
How to create a single request To create a new single request, go directly to the Scheduling page / Features menu /Create Allows to create a single request manually. Fields marked with a red triangle are mandatory Other field might not be mandatory ...How to Sign Up to Optima Support Portal
HOW TO REGISTER ON THE SUPPORT PORTAL To access the portal from which you can enter tickets and also view the information available to answer your questions Go to > https://optima.zohodesk.eu/portal/en/signin Select : New User? Sign Up Enter an ...How to set System Parameters
WHAT ARE THE SYSTEM PARAMETERS USED FOR The Optima LRMS® solution is composed of many parameters at System Level that can be configured by your system administrator. This page make accessible a series of parameters, other parameters can be changed ...