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First steps in Aptien
Screen layout
Employee screen layout
How to get started with Tasks
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Dictionary
Home Page
Organizers
Items, records in Organizers
Tasks
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Workspace
Home Page layout
Mobile version Aptien
Tasks layout
Organizer layout
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How to use Organizers
How to use Organizers (Datasheets)
What organizers are available
How to use the Employees Organizer
How to use the Contacts Organizer
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How to manage tasks
How to manage Tasks
How to create a task
How to create a task package
How to change the user responsible for a task
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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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How to manage documents and attachments
How to upload a document with your phone
Where can you attach files
How to create folders for Attachments
What is the difference between a valid and an effective document?
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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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How to collaborate with the team
Colleagues - employee directory
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
Overview of planned activities
How to plan and track recurring 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 for your company
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Manage Organizers
How to save organiser settings
Library of organizer templates
How to create an organizer from a file
How to allow export to the spreadsheet
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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 persmissions
How to setup an employee directory
How the access and permission system works
How to add a new user
How to assign a role to a user
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Before you start
First login
How to get Aptien
How to sign in
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Integration
How to use web services (API)
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Extranet
Extranet layout
How to manage Extranet
Extranet
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Handover and assignment forms
Handover or Assignment form
Digital handover protocol
Printed handover protocol
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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How to engage employees
Employee self-service - About me
How to use Requests and Notices
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Keeping business information
How to work with the calendar
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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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Human Resource Management
First steps of HR manager in Aptien
How to turn on HR management
What does the HR module offer
Employee records
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Office management
Office manager role
Operational manager role
First steps of office manager
What does an office manager do?
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Asset Maintenance
First steps of asset manager
How to use Assets Organizer
Asset card
How to keep maintenance log
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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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Compliance management
Understanding of procedures & policies - users
How to turn on policy compliance training
Understanding of procedures & training
How to use the Procedures and Policies Organizer
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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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Customer Relationship Management
First steps of Account manager in Aptien CRM
How to take minutes of business meetings
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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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Risk management
First steps of Risk manager
Risk management
How do you do a risk assessment analysis
How to create company risk register
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GRC & Compliance management
First steps of compliance manager
What does a compliance manager do?
What does an OHS or WHS manager do?
What a policy administrator does in the company
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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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Onboarding and offboarding
What is onboarding?
What is offboarding?
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