Configuration
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 ...
Tests Management Section
HOW TO CREATE AND REVIEW YOUR TESTS This article explains how to configure your Test Groups, Test Series, and Tests from the configuration. During the implementation phase, a complete set of Test Groups and related information is uploaded at once by ...
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 ...
Instrument Management Section
HOW TO SET-UP YOUR INSTRUMENTS in the INSTRUMENT MANAGEMENT SECTION This article describes the procedure on how to configure your instruments to be scheduled into Optima. 1. Define your Instrument Status This section lists the different statuses that ...