Manage

The Manage menu provides the following functions for administrators: creating process templates, managing users, creating data types, and configuring working schedules.

The Manage menu only displays for users with administrator rights.
Select Process Templates to view, create, and test process templates.
Select Data Views to show all summary views and data cards defined in the system. Administrators can create new or update existing Summary views and data cards. The summary views and data cards are used when a process template is created.
Select Data Entity Types to view all Data Entities Types. Administrators can define new data points to collect information for tasks and processes.
Select Roles to view all roles, add new roles, or edit existing roles.
Select Users to view all users in the system, and assign or remove roles for a user.
Select Configuration to define a working schedule for the institution. The working schedule is used when determining completion dates for tasks and processes.