System Management

To perform system configuration, user suppose to have an administrator role. Upon the login user will be landed to this page.

Figure 1.0: Admin homepage/Dashboard

1. Office Management

1.1 Office

1.1.1 Accessing Offices

From the list of menu on the left click "Office" as shown on the figure 1. 1(a) below. On the list of offices click "Create" to create a new office.(See figure 1.1(b))

Figure 1.1 (a): Accessing office menu

Figure 1.1(b): Creating  new office

1.1.2 Creating Office

You will be provided with the form to fill. Fill the details as required as shown on figure 1.1(c). On the filed of address you can select the existing address and click "Confirm Select" or add the address by filling all the particulars and click "Save and Select Address" to save as shown on figure 1.1(d).

Figure 1.1(c): Fill office details

Figure 1.1(d): Adding & selecting address

1.1.3 Editing Office

After saving the details user will be landed on the page shown on the figure 1.1(e), where can access buttons for "update details", "adding servicing area" and "Upload Branding Items"

Figure 1.1(e): Update office details

a) User can update details of office by editing and save

b) User can add other areas that office is suppose to service apart from the main office. Here user can put details of the area as required and save.

Figure 1.1 (f) Add servicing area

c) User can upload branding materials

Figure 1.1 (g): Uploading branding materials

1.2 Roles and Permission Registration

1.2.1 Accessing Roles and Permission

Figure 1.2 (a): Accessing roles and permissions

From the list of the menu click "Roles and Permission" as shown on figure 1.2(a). Then click on "System Roles" to access roles as shown on the figure 1.2(b) below.

Figure 1.2(b): Roles and permission

User will be landed on the list of existing roles (if any) and have an option to create a new role by clicking "Create" as shown on the figure 1.2(c) below.

Figure 1.2(c): Create a role

User will required to fill the name of the role, its description, and associate a role by selecting the pre-created office from the dropdown menu. Then click "Create" to save the details.( see figure1.2(d)

Figure 1.2 (d): Fill in roles details

1.2.2 Permissions

From the menu click "" to access all the system permission

Figure 1.2(e): Search a role

Figure 1.2(f):Accessing role

Figure 1.2 (g): Assigning permissions

1.3 User Management

1.3.1 Creating User

To create a new user, click "Users" from the list of menus on the left.(See figure 1.3(a))

Figure 1.3(c): Accessing user

From the list of users, click "Create" button situated on the top-right of the list as shown on the figure 1.3(b) below.

Figure 1.3(b).9: System user

Fill in the required details as shown on the figure 1.3 (c) below and click "Create" to save.

Figure 1.3(d): Creating user account

1.3.2 Update User

User's details can be updated by clicking the intended user or "eye" like symbol from the list of users. see figure 1.3(e) below. Here users details like role, names, phones &etc. can be edited as well as deactivated.

Figure 1.3(e): Edit user

Click on the button "Update"

Figure 1.3 (f): Updating user

a) Add Role	b) Account Status
While updating a user, on the field Roles select from the list the perspective role to assign to the user according to the office and responsibilities assigned, organisationally. After selecting the appropriate option click on "Update" to save.	User can decide on the status of an account by selecting options as pointed on the arrow below. For an active user select "Active", for inactive or deactivating account select "Not Active" and for account that no long required in a system select "Delete". After selecting the appropriate option click on "Update" to save.
(a) Add role to user account	(b) Activate/Deactivate/Delete user account

2. Product Management

2.1 Product

From the list of menus, user should click on the product to access all the list of product options.

Figure : Accessing Product management Menu

2.1.1 Creating Product

From the menus of product click on "List" to access the list of products and its options.

Figure : Accessing list of products

From the list of product click "Create" to create a new product.

Figure : List of products and button to create new

Fill in the required details and click "Save"

Figure : Creating Product

2.1.2 Updating & Deleting Product

From the list of product click a product you want to update or click on the "eye" like symbol as shown in the figure below.

Figure : List of products

1)Updating Product - User will click "Update " to edit product details.

2) Deleting Product - User will click on "Delete" to delete product (Currently the functionality to delete product has been disabled for administrational purposes) (see figure below)

Figure : Updating product

Upon successful clicking Update user will be directed to the window with product details to be altered, edit as intended and click "Save" ( See figure below).

Figure : Updating product

2.2 Product Category

2.2.1 Creating Category

From the list of product menu, click on "Category" to access product category

Figure : Accessing Category

From the list of product category click on the button "Create" to create new category (see figure below)

Figure : Category list

Fill in all the required details and click "Save"

Figure : Filling details for product category

2.2.2 Updating and Deleting Category

From the list of product categories click on the category intended or click on the "eye" like symbol to open it (See figure below)

Figure :To open a category from the list

User will be landed on the page with options regarding category (See Figure below)

Figure : Options regarding categories

1) Update Category - Click on the button "Update" as shown on the figure above.

Figure :Updating Product Category

2)Deleting Category - Click on the button "Delete" as shown on he figure above.

3) Add product - Click on the button "Add Product" as shown on the figure above.

Fill in the required details;

Figure :Adding product in category

A) Select a product to add from the list

B) Tick the box of the metric for a selected product then save.

4) Add Metric Type - Click on editing symbol as shown on the figure * above.

Then tick the box of the metric as shown on the figure ** above.

2.3 Product Grade

2.3.2. Creating Grade

From the list of menus of product click on "Grades" to access product grades.

Figue : Accessing product grades

From the list of grades click on "Create" to create new grade as shown on the figure below.

Figure : List of grades and button to create new

Fill in the required details of grades and click "Save".

Figure :Fill grades details

2.3.2. Updating & Deleting Grades

From the list of product grades click on the intended one

list of grades

Upon successful click on the grades user will be directed to the page with options as seen on the figure below.

Figure : Updating Grades

1) Updating Grades - Click on "Update" (as shown on the figure above) to edit grades information.

Edit the required details and save.

Figure :Update grades details

2)Deleting Grades - Click on "Delete" (as shown on the figure above) to delete grades details.

3)Add Items - Click on "Add Item" to add product grade item (as shown on the figure above)

Fill in the required details and click save as shown on the figure below

Figure : Details for grades item

2.4 Product Attribute

2.4.1 Creating attribute

Figure : Accessing product Attributes

From the list of attributes click on "Create" to create new attributes

Figure : Create new attribute

Fill in the required details for product attribute and click save.

Figure :Details for creating new attribute

2.4.2 Updating & deleting attribute

From the list of attributes you can find the options to:

Figure :List of attributes

1) View - Click on the "eye" like symbol to view attribute details

2)Update - Click on the "pen" like symbol to update the attribute details.

Edit the required details and click "Update" to save as shown in the figure below.

Figure : Details for updating attribute

3)Delete - Click on the "bin" like symbol to delete the attribute.

3. Process Management

3.1 Forms

1) From the list of menus click on "System Process" to access different processes.

2) From the list of processes click "Form" as shown on the figure below.

Figure :Accessing Forms from Menus

3.1.1 Creating Forms

Upon successful clicking on the menu "Form" user will be landed on the page with the list of forms and a button to create new. Click on "Create" to create new form (See figure below)

Figure :List of Forms

Fill in the required details as selecting office, name, parent form if any and click "Create" then close.

Figure : Creating a form

3.1.2 Creating Page and Field

From the list of forms click on the intended one (or click the "eye" like symbol) to open the form as shown on the figure below.

Figure :Opening form

User will be directed to the page shown on the figure below where they can access pages and fields.

a) Click on "Create" to create a new page

Figure : Opened form

Fill in the required details and click "Create" to save then close. (See figure below)

Figure : Creating Page

b) To create a field in the page, select the page name as shown with arrow and click "Create" to create a new field.

Figure : Creating field

Fill in the required details as

1. Scope - Field to appear on frontend / backend user 2) Label 3) Field number (as they appear), 4)Select input type (data type) 5)Check "Required" if the field is mandatory 6)Check "Is Active" to activate the field. Then click "Create" to save as shown on the figure below.

Figure :Creating new field

3.1.3 Activating Forms

From the list of forms, the created form will appear with the red x (see figure below) To activate click on the form or "eye" like symbol to open the form.

Unactive form

Click on the "Create form storage" to activate the form

Figure :Activating form storage

Click "Ok" to confirm.

Figure : Confirm creating form storage

4. Component Management

4.1 Creating Process Component

A process is made up various components which are known as stages. The stages depend on one another to function. In iSQMT we have four major components used to create a process structure.

1. Application - Handle the submission and storage of application data
2. Review -Manages the review process of submitted applications
3. Payment -Manages the payment process after an application is approved.
4. Signature -Facilitates the authorization and signing of the

1)Creating Process

From the list of menus on the left click on "System Process"

Then click on "Process"

2) Adding Stages

Upon successful creation of the process, user will be landed to the page below, where will be supposed to create stages. For having a functioning process user need a minimum of one stage which is application.

Click "Add Stage" as shown below.

Fill in the required details and click "Save" as shown below.

Do this for all stages to complete the process.

Once the stages arrangement is created, it can never be edited. The system will allow user to update only names of stages.

4.2 Process Configuration

For a process to work it require the combination of process structure (the one we have created on the previous stage), office, roles, forms and authorization (signatures).

In configuration we do combine all of those items together on the defined document type as follows;

1) Defining Document type.

From the menu on the left click on the "system process" the click "Document type"

DFGHJ

From the list of document types click on "Create"

DFGH

dfgnm

Fill in the required details as shown below.

2) Assign Process On the document type instance created assign the process by clicking "Assign process" as shown on the figure below;

Assigning process

Or From the list of document type click the one you have created it will return a menu as shown below, Click on the "Process Config"

on the appeared page

1) Change process - this is equal to assign process

2) Select stage (component)

3) Change stage -

4.3 Process Templates

From the list of documents types click on the intended process, On the menus appeared click "Create Template" as shown on the figure below.

Fill in all the required details as shown below and click save.

Upon successful creating the template, a page below will pop-up where user will click "Add template" to edit the template.

User will be landed on the page with;

1) Field Variables - These fields comprises of different variables used in processes stored in the system. User will copy/write the variables on the textbox on the right side (as per the format shown with the arrow 2.) Then after click "Save".

Updating template

User can edit the template by clicking "Update Template" as shown on the figure below.

Figure :Updating template

4.4 Fee Configuration

4.4.1 Creating Fee

From the list of menus on the left click on "Fee"

Figure : Fee menu

From the list of fees click on the "Create" to create new fee.

Figure :List of fees

Fill in the required details and click "Save"

Figure : Fee details

Updating fee