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| Member Studio - Help System
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Latest Articles
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Last Updated Articles |
Attachments
Attachments module is our document management system. It handles electronic documents and maintains links between documents and various records in the database.
Category: Member Studio
Reports
Module Reports privide reporting feature for Member Studio
Category: Admin Centre
Tasks
Tasks module provides task management in the system. There are two entities that the module deals with: Task and Task Action. A task specifies a problem or issue. A task action specifies action taken to resolve the issue. One task can have more than one actions.
Category: Member Studio
Workflow
Workflow has been implemented in Member Studio to provide the following functionality:
To be able to specify sequence of steps that some processing has to follow
To enforce processing of steps
To provide interface for some steps to be authorised
Category: Member Studio
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Roles
A role specifies which module and menu the user can access
Category: Admin Centre
Projects
Product module provides bases for project management in the system. Project module deals with two entities: Projects and Project Members.
Category: Admin Centre
Clients
Clients module is main module in Member Studio. Everything revolves around clients. The module provides all tools needed for client management. It processes general client data, personal data and location details.
Category: Member Studio
Security
Security Module provides role based security mechanism for Member Studio. It controls which applications, modules and menus user can see, whether the user can update records, delete etc.
Category: Admin Centre
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