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Setting the Projects Parameters
HOW TO SET THE PROJECTS PARAMETERS Project This area of the settings allows to list all your projects and assigned them a Project Type. You need to define first all your Project Type in Settings/Project Parameters/Project Types By clicking the Create ...Tests Management Section
HOW TO SET UP YOUR TESTS in the TEST MANAGEMENT PAGE This article describes the procedure on how to configure your instruments to be scheduled into Optima. Define your Tests Groups This section allows to define the different Test groups running in ...Setting the Sites Parameters
HOW TO SET THE SITE PARAMETERS Locations This area of the settings allows to set a location code for each and every site and/ or departments for which the user would like to have specific series of parameters assigned (eg. users, instruments, ...Employees Management Section
HOW TO SET-UP EMPLOYEES IN THE EMPLOYEES MANAGEMENT SECTION The following sections take you through the different steps for the configuration of the employees. Competencies groups This section allows to create or edit competencies groups. Multiple ...How to upload multiple requests with Optima template
HOW TO UPLOAD MULTIPLE REQUESTS with Optima template The feature to upload requests with Optima template is available in the Scheduling page/ Features menu/ Upload requests/Optima requests The Optima Excel file can be downloaded in .csv and .xlsx ...
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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 This ...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
HOW TO SET UP SYSTEM PARAMETERS This section allows to manage the general system parameters. Parameters are defined during the implementation phase, and they can be created only by the system administrator, while the users can enter or edit values ...