Basic Components
This module revolves around the following components:
Component | Description |
---|---|
Approval | Approval is the act of sharing consent for a task (usually a record, in Facilio) |
Approver | An approver is an individual or any member belonging to a particular group or role, who is authorized to approve a request |
User | A user refers to any contact in an organization. Example: test@facilio.com |
User group | A users group is a set of people (users) belonging to a particular team. Example: Facility management, security |
Role | A role controls which actions must be visible to a user, group of users, or users in an organization Example: Administrator, employee |
Record | A record (sometimes called a row) is a group of fields within a database that are relevant to a specific entity. Example: Details specific to an asset like asset name, type and purchased date constitute a record in the Asset module |
Module | A module is a business application task, where the set of related functionalities are grouped into a single entity Example: Portfolio, maintenance |
Action | An action refers to the activity configured as a result of an approval step. Example: Sending email or mobile notification |