Administration
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This knowledge base section deals with the administration module of PPO.

  • Business Rules - Validation Rules

    A Validation Rule is a specific type of Business Rule that is used to perform validation of information captured on PPO by users. It therefore prevents the update from taking place based on the specified conditions.  This can best be explained by ...

  • Business Rules - Send E-Mail

    This article explains how to create a Business Rule which will automatically send an e-mail notification based on system events. System events include the adding, editing and deleting of entity records such as Issues, Risks, Tasks, and so on. E-ma...

  • Business Rules - Call Web Service

    As the name states, the Call Web Service business rule type can be set up to call on a web service to perform certain actions based on a specific trigger event in PPO. The ability to add this type of business rule is not directly available to end ...

  • Instance Specific Notifications

    This article covers: Adding a notification; Updating a notification; Deleting a notification. PPO includes a notifications module, which allows the application to generate notifications to PPO users. This addresses the requirement PPO Administrato...

  • Global Notifications

    Global notifications are a way for us, the software vendor, to communicate important announcements to the PPO user base. Typical examples of these notifications include: Notifying users of critical events e.g “Please note that scheduled maintenan...

  • Report Mailers

    This article covers: Why do we have report mailers; Access to report mailers; Adding a report mailer; Editing a report mailer; Viewing recipients; Job Execution Log Entries; Enable / Disable Report Mailers Why do we have report mailersOften, clien...

  • Public Holidays

    This article covers: Viewing a list of public holidays; Adding a public holiday; Deleting a public holiday. PPO allows for specifying public holidays to ensure that these days are taken into account when determining capacity for resource planning ...

  • Invoices

    This article covers: Access to the Invoices functionality; Invoices List page; Download Invoices. PPO allows administrators and finance personnel, to retrieve all invoices via the Administration Menu. This means clients have access to all their in...