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
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 Create.
For full guidelines, see Geography & Access.
Go to Admin > Master Tables. Select the following tables and populate the following tables: Event/Data Definitions, Shipment Types. You may populate more tables, but only these two are required for the initial setup.
For full guidelines, see Master Tables.
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.
Go to Admin > User Management and create new users.
For full guidelines, see User Management know more about the user creation and modification.
Go to Admin > Workflow Definitions to start creating new workflows.
For full guidance see Workflow Definitions.
Go to Admin >Companies and create new companies.
For full guidance see Companies.