• what it is: This portion of the application allows you to
Application Category tab allows admin to manage the categorization of applications. First level category is called L1 (Level One - Primary) category and under that we have second level which is called L2 (Level Two - Secondary) i.e. sub category. Any application (combination of a Process, Title, and URL) can have only one of the category and sub category associated with it.
To add category: 1. Click on the add button (‘+’ icon). 2. Enter category name. 3. Click ‘Add’. New category is successfully added and populated in dropdown of ‘Select Application Category’ and for the selected Category, Subcategories can also be added.
Multiple sub categories can be added for a selected category. To add sub category for the selected category
1. Click on the ‘+’ icon next to ‘Application SubCategories’ label as shown in below screen;
2. Add the sub category name.
3. Click ‘Add’. On successfully addition, sub category is added and populated in the list.
To delete category: 1. Select it and click on the delete/ trash icon shown on the screen next to ‘Select Application Category’ dropdown. 2. A message appears to confirm deletion saying that the selected category and all sub categories under it will be deleted. 3. Click ‘Ok’. 7.5.4 Delete sub category To delete sub category: 1. Select the sub category. 2. Click on the delete/ trash icon shown on the screen next to ‘Application SubCategories’ label. 3. A message appears to confirm deletion. Click ‘Ok’. Sub category is deleted with a confirmation message to the user. 7.5.5 Update Category To update category name: 1. Click on the update icon shown on the screen next to ‘Select Application Category’ dropdown. 2. A pop-up screen appears. Update the category name. 3. Click ‘Update’. Success message appears if the updated category name does not already exist in the system
To update sub category name: 1. Click on the update icon which appears when user clicks on the three horizontal sub menu icon next to the checkbox of that sub category. 2. A pop-up screen appears. Update the sub category name. 3. Click ‘Update
• what it looks like
• why do you use it
• how you do it
• special notes
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• What it is:
Change levels feature shows the different level of business organization. It shows the activities that are change to another level. This application shows that how stable is the task.
• What it looks like
• Why do you use it:
We can use this feature to see and add different levels of business activities in the organization that are changed. There are three levels low, medium and high can be seen by the user.
• How you do it:
When you click on change levels option from bottom left side of dashboard, you can see similar image as shown above image. You can also add new change levels from the add new change level button on top left side. Filter can also be use to see change levels.
If you choose to use Custom Order to change the order that the Retention groupings use in the dropdown field you will see a field called SORT ORDER in the table. To change the sort order, click the up and down arrows to move items in the list.
If you enable the ability to specify a default choice for the change level, you can set the default choice by clicking the star at the far-right side of the row you wish to make the default selection. This action will turn the icon in the DISPLAY field to a green True box. Any selection that is not the default choice will have a red false box in this field.
To edit the displayed text that will be visible in the dropdown choice, click the edit button to the far-right side of the row that you wish to modify.
Once you have modified the displayed text in the Description field, click the Save change levels button at the bottom of the screen.
Click in the Description field and type in the name of the new change levels and click the Save change levels button.
There are two options to sort values of change levels. If user wants to show values in alphabetically, then click on alphabetical button from right side of the screen as shown in below image.
If user wants to show values in custom order, then click on alphabetical button from right side of the screen as shown in below image.
If user would like to select default values then click on As default option button to select default values as mentioned in below image.
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Discover client module has 2 components. Discover Monitor Service: It controls the second component Discover data capture executable. Monitor service is visible/ accessible to the users with administrative privilege. Such administrative user is able to stop the Discover service if needed. Discover data capture utility: It provides users the ability to record individual transactions by selecting the desired workgroup and particular task, and then by clicking on Start Recording". Once execution of that task is completed the user ends the recording by clicking on "Stop" button. Record business task Business task is the sequence of application/ navigations and the actions performed by a logged-in user. Discover data capture utility provides users the ability to record individual transactions. The user needs to double click on Optimus Hive Discover icon visible in "System Tray" of the screen. Once double clicked on this icon
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• what it is: This portion of the application allows you to
• what it looks like
• why do you use it
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This area of the tool is an audit log of all changes made to the department settings, when those changes were made in the system, when they were sent to each individual agent and when each agent responded with an acknowledgement of the receipt of the changes.
The company administrator or Optimus Hive support team would use this to verify that all capture settings were pushed to the individual agents. This will aid in troubleshooting issues when specific agents are not capturing the intended items during the specified timeframes. To view the information sent to the agent, click on the action button at the far-right side of the row you are troubleshooting.
This will allow the user to see everything that was included in the message to the installed agent in question.
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• what it is: This portion of the application allows you to
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• what it is:
Currencies features is use to see all the available currencies for an organization.
• What it looks like
• Why do you use it:
You can use currencies features to see all the available currencies to deal. You can make dealing in those available currencies. Employer can also add, update or delete currency from this feature.
• How you do it:
After click on currencies features from bottom left side of the dashboard. You can see above mentioned image. You can see all available currencies in this tab. You can see different currencies like AUSTRALIAN dollar AUD, Brazilian Real BRL, Canadian dollar CAD etc. Employer can easily add, update or remove any currency any time from this feature. Can also be use to see the currencies in specific order.
If you enable the ability to specify a default choice for the currency, you can set the default choice by clicking the star at the far-right side of the row you wish to make the default selection. This action will turn the icon in the DISPLAY field to a green True box. Any selection that is not the default choice will have a red false box in this field.
To edit the displayed text that will be visible in the dropdown choice, click the edit button to the far-right side of the row that you wish to modify.
Once you have modified the displayed text in the Description field, click the Save currency button at the bottom of the screen.
Click in the Description field and type in the name of the new currency and click the Save currency button.
There are two options to sort values of currency. If user wants to show values in alphabetically, then click on alphabetical button from right side of the screen as shown in below image.
If user wants to show values in custom order, then click on alphabetical button from right side of the screen as shown in below image.
If user would like to select default values then click on As default option button to select default values as mentioned in below image.
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This area of the tool allows the company administrator to manage the Customers and Projects that are available in the reports that can be generated by the tool. This feature is especially useful if the company will be using the Activity Capture or Task Capture features for client billing.
Customers and Projects must be added to the system before you can add a Customer/Project mapping on this screen. To add a new Customer or manage an existing Customer, click the Customers button in the upper-right section of the screen.
Once you have navigated to the Customers screen you can add a new Customer by clicking on the Add New Customer button in the upper-left section of the page.
Enter the name of the new customer in the Customer Name field and click the Save Customer button.
To edit an existing customer, click the Edit button under Actions, make the required changes to the Customer Name and click the Save Customer button. Once you have finished adding or updating the customer records, click the Back to Customer Projects button in the upper-right section of the screen.
To add a new Project or manage an existing Project, click the Projects button in the upper-right section of the screen.
Once you have navigated to the Projects screen you can add a new project by clicking on the Add New Project button in the upper-left section of the page.
Enter the name of the new project in the Customer Name field and click the Save Customer button.
To edit an existing project, click the Edit button under Actions, make the required changes to the Project Name and click the Save Project button. Once you have finished adding or updating the project records, click the Back to Customer Projects button in the upper-right section of the screen.
Once you have defined the Customer and the Project, you can associate the project to the appropriate customer and add any billing codes by clicking on the Add New Customer Project button in the upper-left section of the screen.
Select the customer and project in the appropriate dropdowns and add the billing code for that customer/project mapping. If you do not use billing codes, you can populate this with any alpha-numeric designation that helps you identify the records and associate the time collected to that mapping record. Once all fields are populated, click the Save Customer Project button to save the mapping record.
To edit an existing Customer/Project mapping, click the Edit button under Actions, make the required changes to the mapping record and click the Save Customer Project button.
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• What it is:
A data structure is a data organization, management, and storage format that enable efficient access and modification. More precisely, a data structure is a collection of data values. This feature shows that where the data is stored in an organization.
• What it looks like
• Why do you use it:
Data structure feature can be use to see the organize data format. Data structures provide a means to manage large amounts of data efficiently for uses such as large databases and internet indexing services. Usually, efficient data structure is key feature to designing efficient algorithms.
• How you do it:
You can see this above mentioned page when you will click on data structure. You can see your organize data format in this feature. Employer can add, update or delete data structure from add new data structure option. You can see data formats in different orders and you can also use filter.
To edit the displayed text that will be visible in the dropdown choice, click the edit button to the far-right side of the row that you wish to modify.
Once you have modified the displayed text in the Description field, click the Save data structure button at the bottom of the screen.
Click in the Description field and type in the name of the new data structure and click the Save data structure button.
There are two options to sort values of data structure. If user wants to show values in alphabetically, then click on alphabetical button from right side of the screen as shown in below image.
If user wants to show values in custom order, then click on alphabetical button from right side of the screen as shown in below image.
If user would like to select default values then click on As default option button to select default values as mentioned in below image.
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• What it is:
Its include all the departments include in an organization. It may include different departments like human resource, finance, development etc.
• What it looks like
• Why do you use it:
Departments types feature is use to see all the available departments in an organization. This feature can be use to add, update or remove any department from the list of department types.
• How you do it:
You can open this feature by click on department type option from the bottom left corner of dashboard. A user can see all the relevant detail about department types. You can use filter to see department in different orders.
If you enable the ability to specify a default choice for the department type, you can set the default choice by clicking the star at the far-right side of the row you wish to make the default selection. This action will turn the icon in the DISPLAY field to a green True box. Any selection that is not the default choice will have a red false box in this field.
To edit the displayed text that will be visible in the dropdown choice, click the edit button to the far-right side of the row that you wish to modify.
Once you have modified the displayed text in the Description field, click the Save department type button at the bottom of the screen.
Click in the Description field and type in the name of the new department type and click the Save department type button.
There are two options to sort values of department type. If user wants to show values in alphabetically, then click on alphabetical button from right side of the screen as shown in below image.
If user wants to show values in custom order, then click on alphabetical button from right side of the screen as shown in below image.
If user would like to select default values then click on As default option button to select default values as mentioned in below image.
• special notes
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