Settings
USERS CONFIGURATION
HOW TO CONFIGURE THE DIFFERENT USERS JOBTYPE & ROLE The Users Management section allows you to define and configure the roles and permissions of different users within Optima. This applies the most to User of full licences who have by default access ...
FULL VS LIMITED LICENCES
OPTIMA LICENCES: FULL VS LIMITED Users with FULL licences can access all pages and functions of the Optima LRMS® application. Users with LIMITED licences have access only to the Dashboard, My Task List and My Calendar pages. The functions available ...
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 ...
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, ...
Setting the Tasks Parameters
HOW TO SET THE TASKS PARAMETERS The following sections take through the different steps for the configuration of the Tasks Parameters. Task Status This section displays the different possible Task Statuses. The Edit icon can be used to change the ...
Setting the Requests Parameters
HOW TO SET THE REQUEST PARAMETERS The following sections take through the different steps for configuring Request Parameters. Request Priority This section takes into account the different Priority levels. The priority indicates the level of urgency ...
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 ...