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Manager's Workspace
How manager uses Aptien
Home page for managers
How to switch to a different role
Notifications in the office
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Employee's Workspace
How employee uses Aptien
Employee's personnel file
Noticeboard for employees
Overview of your tasks in the employee portal
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External Member's Workspace
External member's home page
How to create a request ticket as an external member
How to upload documents as an external user
How do you confirm activities as an external member
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Get started
First login
First steps in Aptien
First steps of an employee in Aptien
How to get started with organizers
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Human Resource Management
What is HRM (Human Resource Management)
First steps of HR manager
What does HR manager do?
What does the HR module offer
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Recruitment Management
How to use job vacancies organizer
How to use the Job applicants organizer
Difference between job specification and job description
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Employee Onboarding & Adaptation
Steps in employee onboarding
What is employee onboarding?
What is employee self-onboarding?
What is employee adaptation process
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Employee Training and Development Management
Training Manager Job Description
How to schedule employee trainings
How to create an Employee Training Plan
How to Get Employees to Read and Accept Policies
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Employee Offboarding
What is offboarding?
How to proceed employee offboarding process
How to create employee offboarding plan
How to handover work
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Training and Courses Management
How to organize training
How to use training organizer
How to use courses organizer
How to publish courses to the catalog
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Team Management
How can supervisor manage team
Team members overview
How manager can view employee's personnel file
Approve your subordinate's request
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Team Collaboration
What is team collaboration
How to take meeting minutes on your phone
How to share an item
How to take meeting minutes
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Work & Task Management
How to manage Tasks
What are tasks
How to create a task
How to send a link to a Task
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Employee Requests Management
Employee Requests Management
Employee Helpdesk
How to use Employee helpdesk
Top 10 employee requests
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Office Management
First steps of office manager
Basics of office management
What does an office manager do?
What is a back-office?
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Asset Management
Fundamentals of asset management
First steps of asset manager
What does an asset manager do?
How to keep and organize your assets
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Facility Management
Fundamentals of Facility Management
What does a facility manager do?
What does a maintenance technician do
How to use the Building Organizer
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Workplace & Work Equipment Management
What is work equipment
What is a workplace?
What is workplace equipment
How to use the Tools and Equipment Organizer
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Work Equipment Management
Provisioning work equipment to employees
How to manage employee equipment and assets
How to issue work equipment to an employee
How to take back an asset from an employee
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Occupational Safety & Health (OSH)
What is OSH
What does an OHS or WHS manager do?
What is Hazardous equipment
How to manage OSH
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Equipment Inventory Management
Equipment inventory
Equipment inventory list
How to create equipment inventory list
How to start room equipment inventory
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Medical devices and equipment management
Medical devices management
Medical equipment manager
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Farm Work Management
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Customer Relationship Management
First steps of Account manager in Aptien CRM
How to manage sales opportunities
How to use the Sales Opportunities Organizer
How to take minutes of business meetings
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Project Management
First steps of project manager
How to manage customer order delivery
How to use the Projects Organizer
How to use Work Orders Organizer
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Construction Project Management
What a construction manager does
Construction projects overview
How to take end-to-end project meeting minutes
What is General Contractor
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Solar Project Management
How to manage PV projects
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Company Policy Management
How to manage policies
How to use the Procedures and Policies Organizer
How to add new policy document
What an employee sees on Policy Portal
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Contract Management
First steps of contract administrator
What does a contract administrator do?
How to use the Contracts Organizer
Customer contracts
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Partner & Vendor Relationship Management
What is Vendor Relationship Management
What is Vendor Contract Management
How to collaborate with contractors
What is vendor risk management
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GRC & Compliance Management
What is GRC (Governance, Risk & Compliance)
What is integrated compliance management
How to use legislation, standards and norms organizer
Regulations and IT security compliance standards
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Risk Management
Risk management
First steps of Risk manager
How to identify risks
How to conduct Asset-based Risk Assessment
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IT Management
Fundamentals of IT management in small and medium businesses
First steps of IT manager
Fundamentals of IT asset management
What does IT manager do?
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Information Security Management
What is information security
What is an information asset?
What are primary assets
Top threats to information security
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Cyber Security Management
What is cybersecurity
Best organizational cybersecurity measures
Top 5 technical cybersecurity measures
How to raise cyber security awareness
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NIS2 Cybersecurity
What is NIS2
NIS2 duties in 10 points
NIS2 measures and duties checklist
What is all-hazard approach in NIS2
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DORA Compliance
What is DORA Act
What is digital resilience testing?
What is Threat-Led Penetration Tests (TLPT)
What is threat intelligence
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Quality Management Systems
Basics of quality management
What does quality manager do
How to perform internal quality audit
Quality manager role
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Compliance Management System
What is compliance management
First steps of compliance manager
What does a compliance manager do?
What is compliance
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Audit Management
What does internal auditor do
What is internal audit
How employees make non-conformance report
How to use audit organizer
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Business Management
How to manage branch office
Who is branch manager
How to use branch office organizer
How to assign a cost center to an employee
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Business Process Management
How to use company process map catalog
What is business process overview map
What are core processes of the company
What are support processes
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Strategic Management
What is company strategic management
What are management processes
How to use OKR organizer
Meaning of OKR: Objectives and Key Result
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Service Management
What is service management
What is a service
What are business support services
What is service desk
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Security and Employee Access Management
What is physical security
How to use the Access Cards Organizer
How to use the Keys Organizer
What is employee access control and permissions
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Automated Reminders
Watchdogs
Watchdogs overview page
How to setup Watchdogs
How to set automated reminder X days before due date
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How to Plan and Schedule Activities
Planning of activities in Aptien
Activity plans
Groups of activity plans
Overview of planned activities
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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
Library of print forms
How to customize forms for printing
How to create print forms
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Print forms library
Printed handover form
Printed asset handover form
Printed asset return form
Printed computer handover form
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How to customize Aptien
How to customize Aptien as a user
How to customize your Home Page
How to create help for your users
How to customize Organizer's dashboard
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Users and permissions in Aptien
User types
Manager
Active employee
Guest
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How to use Organizers in Aptien
What organizers are available
How to use Organizers (Datasheets)
How to work with organizer
How to edit multiple items
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How to store information in Aptien
How and where to store your data
How to populate Organizers with data
How to add an item
How to grant persmission to an item
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Data imports and exports
How to generate new report on an item
How to import or export data
How to export data to an Excel table
How to import your data
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Aptien system administration
Aptien Administration
How to set company's branding
How to manage roles
How to manage user accounts
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Setting of digital handover
How to create digital handover forms
How to set up a digital assignment
How to set up digital return of property from employees
How to set the default expiration period for digital handover
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Settings of Activity Plans
How to set or edit Activity plans
How to create activity group
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Settings of Workflow and Requests
How to create employee requests forms
What is the difference between a employee report and request
How to set up an approval workflow
How to set up approvers
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Manage Aptien Organizers
Organizer: settings
How to add an Organizer
How to create blank organizer
How to create a record from a template library
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Administration of Users and Permissions
How to add a new user
How to manage settings for managers
How to assign license to active employee
How to setup active employee
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Organization Management Settings
Organization settings
How to use the Organigram
How to use the Job Requirements Catalog
How to set up direct supervisor
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HR settings
How to turn on HR management
How to set up a personal folder preview
How to set up access to documents in a personnel folder
How to setup employee selfservice self editing
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How to setup an Extranet
Extranet
How to manage Extranet
How to enable or disable sharing of information with guests
How to share project information with your supplier
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Roles
User Roles
IT manager
Employee role
HR manager role
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Integration
Aptien-integration possibilities
How to use web services (API)
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Knowledge sharing hub
How to add a calendar to Aptien
How to work with the calendar
Keeping employee records and information
Who is administrative worker
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HR Dictionary
What is a Job or a Job Position
What is a job description
What is a job specification
What is job summary
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Dictionary
Organizers
Items & records in Organizers
Organizer template
Archived item
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Troubleshooting
How to "force" logout
White screen
Forgotten password
Cannot login
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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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