02. Setting Up TrakIT
The below steps outline the initial setup instructions for TrakIT. This section assumes you have the System Administrator role. Please contact TrakIT Support for any additional assistance or guidance.
Geography & Access
This page allows you to add locations to the System. Go to Admin > Geography & Access and create the geographical structure of your region and companies. The recommended hierarchy is Top (Global) > Region/Cluster > Country > City > Depot/Port/CFS. To create a new geographical item, select the parent item, and click on the Plus (+) given over there.
For full guidelines, see Geography & Access.
This page allows you to create companies that are using TrakIT. Go to Admin >Companies and create new companies.
For full guidance see Companies.
This page allows you to create Master data which is an essential part of the initial setup. Go to Admin > Master Tables. Select the appropriate tables from the drop-down.
For full guidelines, see Master Tables.
This page allows you to create Roles based on which user's access is defined to take required actions. Go to Admin > Role Management. Select the Role Masters tab and create the required user roles as per your organization. Once you have created the role, go to the Role Customisation tab and define the actions that each role can make.
For full guidelines, see Role Management.
This page allows you to grant access to the users. Go to Admin > User Management and create new users.
For full guidelines, see User Management know more about user creation and modification.
This page allows you to define any kind of workflow which required to be tracked. Go to Admin > Workflow Definitions to start creating new workflows.
For full guidance see Workflow Definitions.