Initial Settings <Basic Information Settings>
This section introduces the flow of initial settings for starting to use Jugaad.
By performing the basic setup in order, you will be able to prepare Jugaad to get started.
Table of Contents
1. Registering Departments
2. Registering Positions
3. Registering Users
4. Registering Application Forms
Before using Jugaad, you need to register the following four items.
- Departments
- Positions
- Users
- Application forms
Once you have completed all registrations, you will be able to use "Jugaad."
You can use Jugaad without setting up departments and positions, but it will be more convenient to be able to set up WorkFlows.
Registering Departments
First of all, you need to register a department.
By registering a department, you can set which department a user belongs to and how a user is associated with a certain application form.
1. Click on "Department" in the "Admin" page.
Admin → WorkFlow → Department
2. Add a new department and save it.
3. Register department information.
To register each department individually, enter the department information and register it.
You can add a hierarchy to the department by setting a parent department.
Registering Positions
The next step is to register a position.
By registering a position, you can restrict the forms that can be used depending on the position, or add a specific position to the approval path.
1. Click "Position" in the admin page.
Admin → WorkFlow → Position
2. Add a new position and save it.
3.register the position information
Enter the position information and register.
Registering Users
The next step is to register a user.
1. Click on "User Management" in the Admin page.
Admin → WorkFlow → User Management
2. Register necessary users and save it.
3. Register user information.
Enter user information to register.
The departments and positions you registered earlier will be linked to the user here.
You can set "permissions" to determine the scope of use.
Super Admins can apply, approve, operate the administration screen, and change plans. Admins can apply, approve, and operate the administration screen. Normal Users can apply and approve.
When you click the mail icon in the E-mail invitation column, an invitation e-mail will be sent to the address of the registered user.
Fill in the necessary information and click the "Submit" button.
Registering Application Forms
The last step is to register an application form.
1. Click on "Application" in the Admin page.
Admin → WorkFlow → Application
2. Add a new form and save it.
Click on "New Application."
You can also create a form by editing a template.
This time, we will use a new application form.
3. Enter a name for the application form.
Click "Create" when done.
4. Create form
4-1. Add an item
Drag and drop the item you want to add from the list of items on the left.
4-2. Edit the added item
Click the pencil icon to edit properties.
You can also create a separate section for each input content.
The "User ID", "Employee Name", "Position", and "Department" elements are used to automatically enter user information for the application.
You can use these elements to save time and effort of entering user information.
4-2. Setting the WorkFlow
After creating a form in the application form, move to the "WorkFlow" section.
The following four functions can be set up.
1. Entry Person
2. Director Approver
3. Conditional Branch
4. Approver
The entry person, director approver, and approver can be specified directly by name, position, department, etc.
8. Optional Settings
You can add optional settings in the "Settings" section.
The options most commonly used are Application Duration and Share Application.
Application Duration
This is the setting for the alert e-mail that is sent when the application has not been approved by the day before the approval deadline.
Share Application
Allows you to share the application with users who are not in the approval route.
The person shared can only view the application. You will also receive email notifications for sharing, but you can configure the email settings from the company settings.
9. Publish
When finished, click on "Publish" to publish the application form.
This is the initial setup process to start using Jugaad.
That's all for now.
Thank you for reading to the end.
Related keywords 👀
Jugaad, initial setup, how to setup
If you have any questions about the setup, please contact us at support@smartflowhelp.zendesk.com.