| Time | Item | Who | Notes |
|---|
| 30mins | Roles | Abigael Gonida | - Path: Setup > User/Roles > Manage Roles
- Customizing Roles
- Access the Roles Page
- Click Customize link beside the Standard Role
- Rename the Name of the Role (Homeocare <role name>)
- Control permissions:
- Transactions Tab
- Reports tab
- Lists tab
- Custom record tab
- Update level of permissions:
- Delete permissions not necessary (Remove button)
- Inactivating Standard Roles
- Check on Inactive Check box lower left section of the Roles List
- Check All the Standard Roles that should be inactivated
- Click Submit
|
| 30mins | Employee Record | Abigael Gonida | - Path: Lists > Employees > Employees
- 2 purpose of employee record:
- Just a simple record (Grant access check box should be disabled)
- Access Tab
- User Account (Grant access check box should be enabled)
- Access Tab
- Mandatory fields:
- Name (Both simple record and user account)
- Email ((User Account)
- Give Access Check box (User Account)
- Password (User Account)
- Confirm Password (User Account)
- Roles (User Account)
- One or more roles can be granted per user
- Optional helpful fields:
- Require Password Change on Next Login (Access Tab)
- Send Notification Email (Access Tab)
- Created Custom fields for the selection of Multiple Departments per User
- List Records
- Path: Customization > Lists, Records > Lists > New
- Name: Homeocare Department List
- Values:
- Accounting
- Production
- (homeocare to add more after the meeting)
- Entity Fields
- Path: Customization > Lists, Records > Entity Fields > New
- Fields:
- Name: Homeocare Department
- Type: Multiple Select
- List Record: Homeocare Department Lists
- Enable the following features for Employee tagging (Homeocare still needs to confirm if this will be used)
|
| 30mins | Chart of Accounts | Abigael Gonida | - List View:
- Path: Lists > Accounting > Accounts
- Creation of new account
- Path: Lists > Accounting > Accounts > New
- Inactivating accounts
- Check on Inactive Check box lower left section of the Accounts List
- Check All the Accounts that should be inactivated
- Click Submit
- Fields:
- Name
- Subaccount of (tagging of Parent account)
- Type (Limited to the available options in NetSuite)
- Inventory (only applicable if account will be part of Inventory report)
- Restrict to Classes
- Restrict to Locations
- Discussion of Upload Templates
|