How to use Organizers

How to use Organizers (Datasheets)

The Organizers are used to keep information in one place. ...read more

How to use Employee Organizer

The Employees organizator is intended primarily for HR managers and is used for keeping information necessary for the... ...read more

How to use the Contacts Organizer

You keep contact details of people or companies in the contact organizer. Everything is in one place and can be easil... ...read more

How to use the Companies Organizer

Companies organizer is a place where you collect data about your business partners. You can divide them into differen... ...read more

How to use the Office Equipment Organizer

This organizer is intended to manage furniture and other basic office equipment. ...read more

How to use the Keys Organizer

This organizer is intended for office managers, asset managers, or any similar employee responsible for keys. ...read more

How to use the Cars Organizer

This organizer is intended for office managers, fleet managers, to keep records of company cars, the fleet. ...read more

In the tool and instrument organizer you keep an overview of the different types of tools, instruments and other comp... ...read more

How to use the Rooms Organizer

This room organizer is intended for asset managers, office manager or facility managers. ...read more

How to use the Phones Organizer

This Organizer is intended to keep records of phones: mobile phones, and landlines in your company. ...read more

How to use the Certificates Organizer

This organizer is intended to keep records of various certificates, tokens, digital signatures, or other permission i... ...read more

How to use the Contracts Organizer

The contract organizer keeps all your contracts in one place, it is your central register of contracts. ...read more

How to use the Mail and Shipment Organizer

This organizer is used to record and handle incoming and outgoing mail and shipments ...read more

How to use the Payment Cards Organizer

This record is intended for office managers who are responsible for the record of debit, credit, other payment or loy... ...read more

How to use the Networking Hardware Organizer

This Organizer is intended to keep all your records of network elements such as routers, gateways, switches, or other... ...read more

How to use the SIM Card Organizer

This organizer is the place to record all your phone numbers (SIM cards) in your company. ...read more

How to use the UPS Organizer

This Organizer is intended to record UPS, power sources, and overvoltage protection. ...read more

How to use the Printers Organizer

This organizer is intended to keep records of your printers. ...read more

How to use the Doors Organizer

This Organizer is intended for companies who keep records of keys or use universal or general keys. ...read more

How to use the Received Invoices Organizer

Central repository and approval workflow for all received invoices ...read more

How to use the Computers Organizer

This Organizer is intended to keep records of computers, notebooks, or tablets in your company. ...read more

How to use the Software Organizer

This organizer is intended to keep records of any software and applications in your company. ...read more

How to use the Servers Organizer

This organizer is intended for IT managers to record useful operational information about servers. ...read more

How to use the Other Assets Organizer

This organizer complements other asset organizers. ...read more

How to use the Organization structure Organizer

This organizer's main purpose is it serves as the source for the organigram. ...read more

How to use the Purchase Orders Organizer

This organizer allows you to create purchase orders. ...read more

How to use the Sales Opportunities Organizer

Here you keep an overview of all sales opportunities. ...read more

How to use Work Orders Organizer

This organizer is intended for anyone in charge of managing and coordinating work orders in the company. ...read more

How to use incident organizer

Organizer is designed to record (enter) any incident in your company and create an overview of all incidents across t... ...read more

How to edit multiple items

Using the batch change, you can change the category or more details for more items. ...read more

How to archive records

You have the option to archive or discard an item. These archived items keep their history and can be moved to active... ...read more

How to create a connection

You can create a connection between any two items (e.g., Who is working on which project, who has which key, who is r... ...read more

How to edit records

Click in the field and then change the detail's value. Proceed by clicking the 'Save' button to save your input. ...read more

How to set a temporary connection

In some cases, the connection between two items might have a time validity. ...read more

How to use tags

Tags (labels) are a special detail format that you can use to describe skills of an employee. ...read more

How to add a picture to an item

You can add a picture to your item that shows up when any user opens or hovers over the specific item. ...read more

How to set a graph

You can display charts on the Organizer's dashboard. ...read more

How to upload an attachment or add a link

You can add any attachment or link to any item. ...read more

How to use risk organizer

In the risk organizer (register) you keep an overview of all risks in the organization. ...read more

How to generate a report

You can export data from Aptien or generate a report based on a specific item or a datasheet. ...read more

How to use folders for records

Folders for records can be used for a clear overview within the list of records. ...read more

How to create a structured Organizer

Structured Organizer allows you to create a hierarchy. ...read more

How to setup Watchdogs

You can easily set automatic reminders called Watchdogs to watch over important dates or milestones. ...read more

How to create a Task based on a Watchdog

You can set an automatic task creation that creates a task once a watchdog is triggered. ...read more

How to import your data

You can import data using your Excel sheets. ...read more

How to export data to an Excel table

You can export your data and download it in an Excel sheet. You need permission from the administrator to be able to ... ...read more

How to copy or merge items

Merging items only involves connections, and other details are not involved during the merge. Copying an item creates... ...read more

How to change the number unit

You can change unit shown beside the numerical datail. ...read more

How to change the item's name

You can change the item's name by using more than one detail. ...read more

How to use the Job applicants organizer

Job applicants organizer contains all information about applicants which can be useful during process of recruitment. ...read more

How to use Open Job Positions Organizer

The open jobs organizer is used to describe all vacant or unfilled jobs that are needed in your organisation. ...read more

How to use Employment Contracts Organizer

Employees contracts are stored in separated organizer and connected with particular employee. ...read more

How to use the Projects Organizer

We use project organizer as a central place for keeping information about projects. There are many connections to oth... ...read more

How to use Training courses organizer

The training term organizer serves as a comprehensive overview of all trainings that your company organizes or buys. ... ...read more

How to use Assets Organizer

The Assets Organizer is primarily intended for the registration of small assets such as office equipment, computers, ... ...read more

How to use Job Positions Organizer

This Organizer is basically a catalog created based on company process analysis and job position identification. ...read more