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Manager's Workspace
How Manager Uses Aptien
Home Page for Managers
Notifications in the Office
Calendar Page
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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
What is hiring?
How to Use Job Vacancies Organizer
How to Use the Job Applicants Organizer
how-to-create-job-description-for-candidates
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Employee Onboarding & Adaptation
Steps in Employee Onboarding
How to Provide Training During Onboarding
How to Create Employee Onboarding Plan
How to Make Employee Adaptation Plan
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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 Employee Offboarding?
How to Proceed Employee Offboarding Process
How to Create Employee Offboarding Plan
How to Return Work Equipment During Offboarding
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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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Employee Helpdesk
Employee Helpdesk
Employee Requests Management
How to Use Employee Helpdesk
Top 10 Employee Requests
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Team Management
How to Manage Own Team
Team Members Overview
How to Approve Requests
How Managers Manage Employee Files
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Team Collaboration
What is Team Collaboration
How to Share an Item
How to Take Meeting Minutes on Your Phone
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 Create a Task Package
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Employee Requests Management
What Is the Item Status for
Who is Approver
How to Approve Employee Requests
What Can Employee Confirm
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Office Management
First Steps of Office Manager
How to Use the Key Cards Organizer
The Office Manager’s Playbook: A Practical Guide
What Does an Office Manager Do?
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Asset Management
Fundamentals of Asset Management
First Steps of Asset Manager
What Does an Asset Manager Do?
how-to-return-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 Create Inspection Plans
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Equipment Maintenance Management
Fundamentals of Maintenance Management
What a Maintenance Manager Does
How to Use Manufacturing Equipment Organizer
How to Plan Maintenance
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Work Equipment Management
How T Request Work Equipment
Fundamentals of Work Equipment Management
Provision and Use of Work Equipment
How to Keep Track of Work Equipment in the Company
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Occupational Safety & Health (OSH)
What Is OSH
What Does an OHS or WHS Manager Do?
How to Manage OSH
Emergency PPE Replacement Procedure
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Physical Inventory Check
What is Physical Inventory Audit
How to conduct workplace inventory audit
How to Conduct a Room Equipment Audit
Equipment Inventory List
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Healthcare & Medical Device Management
Medical devices management
Medical equipment manager
List of Medical Devices in the Medical Office
Types of medical equipment: From protective gear to high-tech devices
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Customer Relationship Management
CRM Guide for Small & Growing Businesses
First steps of Sales Professionals in Aptien CRM
How to use the Deals Organizer
What a Sales Manager Does
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Project Management
How to Manage Projects
How to Use the Projects Organizer
First Steps of Project Manager
How to Manage Project Tasks
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Construction Project Management
how-to-manage-construction-projects
Construction Projects Overview
What a Construction Manager Does
How to Track Construction Project Deadlines
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Solar Installation Management
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Installation Project Management
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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 Manage your Company’s Contracts
How to use the Contracts Organizer
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Vendor & Supplier Relationship Management
How to manage Vendors & Suppliers
What is Vendor Relationship Management
What is Vendor Risk Management
How to implement vendor risk management
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Subcontractor & External Workforce Management
How to Manage Subcontractor & External Workforce
How to create a task for your supplier
How to share project information with your supplier
How can your supplier create a request
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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
How to collaborate with contractors
First Steps of Risk Manager
How to Use Risks Organizer
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IT Management
Fundamentals of IT management in small and medium businesses
How to manage IT services in your company (ITSM)
Fundamentals of IT asset management
How to Inventory IT Equipment
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Information Security Management
Fundamentals of Information Security Management
How to Define Scope of ISMS
Top Threats to Information Security
What is Information Security
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Cyber Security Management
What is Cybersecurity
What Does a Cybersecurity Manager Do?
Best Organizational Cybersecurity Measures
Top 5 technical cybersecurity measures
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NIS2 Cybersecurity
What is NIS2
NIS2 duties in 10 points
NIS2 measures and duties checklist
organizational-nis2-measures
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DORA Compliance
What is DORA Act
What is digital resilience testing?
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 to Use Audit Organizer
How Employees Report Non-conformance
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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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Cost & Usage Tracking
What are operating costs
What is Cost Tracking
how-to-track-maintenance-costs
What is Budget Tracking
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Business Process Management
What are Business Processes
What is Business Workflow Map
How to use Company Process Catalog
What are Company Core Business Processes
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Strategic Management
What is Company Strategic Management
What are Management Processes
What is OKR, Objectives and Key Result
What is Mission Critical
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Service Management
What is Service Management
What is a Service
What are Core Business Services
What are Business Support Services
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Security and Employee Access Management
How to use the Keys Organizer
What is employee access control and permissions
What is workplace security
Property Access Control
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Automated Reminders & Alerts
How to Automate Alerts and Reminders for Deadlines and Key Events
Automated Reminders & Alerts
How to Set Up Automated Reminders & Alerts
How to Set Alerts and Notifications for Status Changes
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How to Plan and Schedule Activities
Planning of activities in Aptien
Activity plans
How to plan and track recurring activities
Groups of activity plans
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How to Engage Employees
Employee self-service - About me
Colleagues - employee directory
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How to Manage Documents
Where can you attach files
How to upload a document with your phone
Folders for Attachments and Documents
How to create folders for Attachments
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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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Forms Library
Asset Return Form
Asset Assignment Form
Printed handover form
Printed computer handover form
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How to Customize Aptien
How to customize Aptien for your company
How to create help for your users
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Users and Permissions in Aptien
What is User in Aptien
User Types and Licenses
Manager
Active employee
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How to Use Organizers in Aptien
What organizers are available
How to use Organizers
How to work with organizer
How to edit multiple items
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How to Use an Item
How to Work With an Item
How to Add a Picture to an Item
Details Tab
Attachments Tab
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How to Manage 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 Generate QR Codes in Bulk
How to import or export data
How to export data to an Excel table
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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 Assignment Apps
What is the Asset Assignment App
How to Set Assignment App
How to Set Up Assignment App for Issuing Assets
How to set up equipment checkin and checkout from storage
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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 an 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 Organizer From Template Library
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Administration of Users and Permissions
How to add a new user
How to add a new guest
How to manage settings for managers
How to assign license to active employee
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Organization Management Settings
Organization settings
How to Setup 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
How to Manage Extranet
How to enable or disable sharing of information with guests
How to create attachment folders for suppliers
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Roles
User Roles
Employee role
HR manager role
IT manager
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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
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CRM Glossary
Top 10 most Important Sales Terms for Small and Growing Businesses
What is CRM, Customer Relationship Management
What is Sales Process
What is Suspect
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GRC Glossary
What is Audit
What is Internal Quality Audit
What is Workplace Safety Inspection
What is Job Site Safety Inspection
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Contract Management Glossary
What si Master Agreement
What is Contract Lifecycle Management
What is Contract Archive
What is Contract Expiration Notification
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Cybersecurity Glossary
What are Cybersecurity Threats
What is physical security
What are Software Assets
What is ISMS
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IT Management Glossary
What is Information Technology
What is IT Equipment
What are IT Assets
What is Software
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HR Glossary
What is Employee Personnel File
What is a Job Position
Difference Between Job Specification and Job Description
What is Job Title
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Facility & Asset Management Glossary
What are Business Asset
What is an Asset Lifecycle
What is a Workplace?
What is Workplace Equipment
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Occupational Safety and Health Glossary
What is Safety Culture
What is PPE, Personal Protective Equipment
What is Near Miss
What is Accident
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Aptien Glossary
Organizers
Items & records in Organizers
Favorite Items
Organizer template
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Troubleshooting
How to "force" logout
White screen
Forgotten password
Cannot login
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Aptien for Business Humans: Practical Guides
Aptien for Business Humans: Mastering Employee Costs
Practical Guide to Crisis Management for SMBs in Aptien
How to Create Company Risk Register
How to manage sales opportunities
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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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