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Please, spend the time off to train and test the system and the topics we have reviewed, so you can come up with questions and requests we can target specifically.
Configuration checklist
Security preferences
Enable 2FA?
Enable file download/delivery?
Resources:
From: Manager > Rolodex tables > Resources > Copy
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Set which tasks the resource can be assigned to using the “Languages” or “Language pairs”, “Tasks” & “Order Type” buttons (fig 5)
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Switch on the configuration on the task level.
From: Administrator > Tables > Task types page > Magnifying glass
Set the system configuration switch to ON
From: Administrator > Web administrator > Configuration > Emails
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Previous task, Link date to, Lead days, Inform next task, Toolkit settings, Toolkit tool, Prod task & Upload defaults.
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Toolkit
Set allowed File types for Toolkit
Set export configuration of the project/s from Toolkit into the Order in OOONA Manager
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Remove access to standalone tools
System clean-up
Deactivate/delete un-necessary workflow templates, Products, Tasks, Resources from training, Customers and more to avoid cluttering lists.
Deactivate un-necessry currencies
Deactivate un-necessary languages
Delete orders from training
Pool tasks
Email templates
Customize common notifications, if necessary
Finance:
Monthly resource report or Resource reports?
Customer and Resource rounding manner
System default currency for reports
Helpful tips
Create work routines
Who does what? Who creates orders, assigns, schedules the order and task dates and who uploads assets.
How does it transition from the order creator to the additional steps: scheduling, assigning, etc…
Who adds messages?
When do you switch to “In progress” so that assigned resources will see the order?
Always prefer creating orders in advance.
For example, If you have a series, create order for the whole series. This way, once the assets are available - you simply upload them and the order is ready.Pool tasks?
Manual task dates or Lead days?
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