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Documentation 8.7

User Manual / Platform Manual

Examples of Use

In Deyel , examples are included to quickly become familiar with the tool, in order to experience how applications can be quickly and easily modeled to promote productivity in the company. For this, a demonstration company is defined with examples of agile forms, organizational units and users.

 

 

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The demonstration company can be deleted, along with all related information that may have been generated during testing. These samples can also be re-imported at any time.

Agile Forms

 

A set of agile forms modeled after existing templates, are included in the tool. Each of the forms contains a group of suggested fields, which can be extended with new fields defined by the business user according to the needs of their company.

 

The processes associated with these forms correspond to standard models for common use in all organizations.

Notification of Absence

 

Agile form with an associated process to report absences, through which company employees can report absences from work, along with the reasons for them and request authorization from a superior. The applicant should connect to the portal and start a process to communicate to their colleagues at the same organizational unit, that they will be absent. To do this, they must complete a form to record the absence period with relevant justification and send the request to the corresponding authorizer with supporting documentation. When the absence is duly justified, with medical certification or other type of documentation, the head of the sector authorizes and ends the communication. If it is not approved, it is sent for revision to the applicant, who can resend the order or cancel it.

 

 

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Customers

 

Agile form without an associated process, on which business users can perform create, show, update and delete operations, according to the permissions they have defined.

 

 

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Refunds Request

 

Agile form with an associated process to request expense refunds, through which company employees can complete a request form itemizing expenses with their corresponding amounts and attach their receipts. The request is sent to the corresponding authorizer to approve it or return it to the applicant for revision, who can resend the order or cancel it.

 

 

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Vacation Request

 

Agile form with an associated process, through which company employees can manage their vacations. To do this, they have to complete a form with the start date and the end date and send it to the authorizer. Next, the personnel administration and payroll sector performs the corresponding controls and procedures. As sectors authorize requests, they progress to their full approval. If any request is not approved, it is sent to the applicant for revision, to be corrected and resent for authorization or to be canceled.

 

 

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Organizational Structure

 

The demonstration company defined with data and form examples with their associated processes is called "Demo Company". In the organizational structure there are organizational units defined that correspond to company offices, which group business users.

 

 

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The Demo Company can be deleted by a user with administrator permissions.

Confirming this operation deletes the following data:

- The Demo Company organizational unit and all its subordinate units.

- Users Javier Paz, Juan Perez, Sandra Lopez, Valentin Pereira, Guillermo Diaz and Alejando Farias, who belong to the organizational unit.

- Vacation Request, Refund Request and Notification of Absence agile forms.

Users

 

The users defined in the demonstration company belong to different organizational units and are assigned permissions according to their position. All users use “deyel123” password to log in.

 

 

User

Organizational Unit

Permission

SLOPEZ - Sandra López

HR Administration

DEYEL- End User

VPEREIRA - Valentin Pereira

Payroll

DEYEL- End User

AFARIAS - Alejandro Farías

Systems

DEYEL - Administrator

DEYEL - Security Administrator

DEYEL - Deyel Modeler

GDIAZ - Guillermo Diaz

Sales

CRM - Salesperson

JPAZ - Javier Paz

Sales

DEYEL - Agile Modeler
CRM - Sales Manager

JPEREZ - Juan Perez

Sales

DEYEL- End User
CRM - Salesperson

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