Configuration

This part of the document provides information for RayFlow administrators to configure and manage projects on their RayFlow instance. To achieve desired system state, requirements related to a project should be gathered before starting with the project configuration.

This chapter of the document is divided into sub-chapters which describes configuration of various features in a chronological order. Following are the configuration options available:

•Phases: This section of the document describes how to create new phases and assign datafields to them.

• Datafields: Information pertaining to creating and managing datafields, field groups, and custom fields can be found in this section of document.

• Task Types: In this section new types which can be selected as type for new orders can be created and existing types can be edited.

• Status: The status of a task represents its state. Within this chapter a user will find information on different status types and how to create custom status types for their projects.

• Workflow: Events and actions leading to movement of a task between phases and change their statuses are defined via the workflow configuration.

• Basic: Properties which are required to be defined for certain features to work are configured under the basic configuration page.

• Category: Defines different task types to be used within the workflow process.

• Clone Mapping: It is possible to clone tasks between projects. To achieve this, a mapping between different datafields of the projects is required to be established.

• Data Mapping: With data mapping default field types in the RayFlow reports can be mapped to the data fields in the RayFlow project.

• Tools: This section of the document describes how to integrate tools to the RayFlow application

• Email Templates: Email templates are used by the notification email feature. This section of the document describes how a user can define or edit templates for various events.

• Appointment: Appointment locations can be added in this section. Furthermore it is possible to add a new and edit an existing appointment status.

• Static Pages: Static pages for which a tile on the dashboard will be created can be added and edited in this section.

• License: Information about the license is shown on this page. Only the root user will be able to see the license information. All other users will only see if there is an activated license.

• Translations: This is where translations for everything that can be customized are configured.

• File Depots: On this page the location of the File Depots can be configured.

•Service Now: In this section of the document the configuration of the Service Now implementation is described.