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First login
First steps in Aptien
First steps of an employee
How to get started with organizers
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Workspace for office workers & managers
Office screen layout
Home page layout for managers and administrative workers
Notifications in the office
Calendar Page
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Employee's workspace
Employee's home page
Employee's personnel file
Message board for employees
Employee directory on the intranet
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Human Resource Management
First steps of HR manager in Aptien
What does the HR module offer
Employee Relationship Management
How to turn on HR management
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Onboarding and offboarding
What is onboarding?
What is offboarding?
What is cross boarding
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Workplace & Facility Management
What is a workplace?
Workplace equipment
What is PPE (Personal Protective Equipment)?
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Asset Maintenance
First steps of asset manager
Fundamentals of asset management
How to use Assets Organizer
How to report workplace breakdowns, accidents and incidents
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Company Policy Management
Internal company policies
Policies and procedures in companies and organisations
Understanding of procedures & policies - users
How to acknowledge employees with manuals and instructions
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Office management
First steps of office manager
What does an office manager do?
What is a back-office?
Best options for equipping employees, assigning and returning assets
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Project management
First steps of project manager
What does a project manager do?
How to collaborate in a project
How to share project information with your supplier
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IT Management
First steps of IT manager
What does IT manager do?
How to create custom IT requests
How to use IT service catalog
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Risk management
First steps of Risk manager
Risk management
What is integrated risk management system
How to identify risks
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GRC & Compliance management
What is GRC (Governance, Risk & Compliance)
What is compliance management
First steps of compliance manager
What does a compliance manager do?
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Equipment Inventory Management
Equipment inventory
How to set inventory management
Equipment inventory list
How to create equipment inventory list
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Business management
How to manage Tasks
What is a cost center
Central list of cost centers
Why is a Cost Center important for running business?
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Extranet
Extranet layout
Extranet
How to manage Extranet
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How to engage employees
Employee self-service - About me
Colleagues - employee directory
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How to manage documents
How to upload a document with your phone
Where can you attach files
How to create folders for Attachments
How to upload an attachment or add a link
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How to use printable forms
Printable forms
How to customize forms for printing
How to export and import print forms
Templates of printable forms
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Vendor relationship management
How to collaborate with contractors
How to send a file or an attachment to your supplier
How can a supplier send you a file
How can a supplier create their own note
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Customer Relationship Management
First steps of Account manager in Aptien CRM
How to take minutes of business meetings
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How to collaborate with the team
How to take meeting minutes on your phone
How to send a link to a Task
How to share an item
How to take meeting minutes
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How to plan activities
Planning of activities in Aptien
Activity plans
Groups of activity plans
Overview of planned activities
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How to customize Aptien
How to customize your Home Page
How to customize Organizer's dashboard
How to customize Aptien as a user
How to customize Aptien for your company
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How to manage tasks
How to create a task
How to create a task package
How to change the user responsible for a task
How to create a Task based on a Watchdog
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How to use Organizers
What organizers are available
How to use Organizers (Datasheets)
How to use the Employees Organizer
How to use the Contacts Organizer
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How to store information
How and where to store your data
How to fill Organizers
How to add an item
How to use search in Aptien
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Manage Organizers
How to add an Organizer
Organizer: settings
Item details: create, modify, delete
How to create a record from a template library
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System administration
Aptien Administration
How to manage user accounts
How to change your system's administrator
How to upload your company's logo
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Users and permissions
How to name and set roles
How to set permissions to run inventories
How the access and permission system works
How to add a new user
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Integration
Aptien-integration possibilities
How to use web services (API)
How to import data with connections
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Employee requests and workflow
Approval and workflow of requests and requirements within the company
How to use employee Requests and Notices
How to set up approvers
How employees can report incidents
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Handover, checkout & assignment forms
Handover, Checkout or Assignment form
What is digital handover form
How the digital checkout form works
How to assign an asset to an employee
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Frequently asked questions
Recommended requirements on computer
How is data secured
Where are data stored
Is it possible to use Aptien on-premise?
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Keeping business information
How to add a calendar to Aptien
How to work with the calendar
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Contract Management
First steps of contract administrator
What does a contract administrator do?
Customer contracts
Most Common Business Contracts
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Blog
Customer Relationship Management (CRM)
Keeping employee records and information
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Troubleshooting
How to "force" logout
White screen
Forgotten password
Cannot login
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Dictionary
Organizers
Items & records in Organizers
Tasks
Task package
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