Documentation

There is an Administrator's Guide for ReloTracker™ that explains the setup and administrative aspects as well as a lot of the operational functions. Licensed users just need to request a copy.

Technical documentation can be made available to licensees for the purpose integrating with external applications or creating reports directly from the database, for example.

Administrator's Guide Table of Contents

1     Introduction

1.1       Terminology & Navigation

1.1.1        Terminology

1.1.2        Navigation

1.2       Overview

2     Major Processes

2.1       Managing Users and Departments

2.1.1        Creating Departments

2.1.2        Adding Internal Users

2.1.3        Managing Consultants

2.2       Configuring Services and Packages

2.2.1        Creating Service Groups

2.2.2        Adding Services

2.2.2.1     Naming and Codes

2.2.2.2     Language Settings

2.2.2.3     Service Configuration

2.2.2.4     Advanced Service Configuration

2.2.2.5     Adding Tasks

2.2.3        Creating Packages

2.2.3.1     Package Naming and Codes

2.2.3.2     Group and Default Rate

2.2.3.3     Editing a Package

2.2.3.4     Language Settings

2.2.3.5     Disabling a Package

2.2.3.6     Adding Services

2.2.4        Stub Services

2.3       Managing Relocations

2.3.1        Adding a Relocation

2.3.1.1     Add the Transferee name

2.3.1.2     Linking a Relocation to a Customer

2.3.1.3     Assigning a Services, Packages & Rates sheet

2.3.1.4     Assigning Services to a Relocation

2.3.1.5     Activate and Assigning Personnel to a Relocation

2.3.1.6     Allowing Transferee access

2.3.2        Servicing the Relocation

2.3.2.1     Viewing Reminders

2.3.2.2     Completing the Needs Assessment

2.3.2.3     Assigning a Consultant

2.3.2.4     Updating Information

2.3.2.5     Entering Status Updates

2.3.2.6     Marking a Service Ready to Invoice

2.3.3        Closing and Re-Opening a Relocation

2.3.4        Renewal and Occasional (Other) Services

2.3.5        Departure Services

2.3.6        Advanced Relocation Servicing

2.3.6.1     Recording Costs

2.3.6.2     Recording Time Spent

2.3.6.3     Changing a Task

2.3.6.4     Uploading Documents

2.3.6.5     Using the Evaluation Form

2.3.6.6     Ongoing Services

2.4       Invoicing

2.4.1        Invoiceable Items

2.4.2        Add or Edit an Invoice

2.4.2.1     Invoice Details

2.4.2.2     Adding Linked Line Items

2.4.2.3     Adding Manual Line Items

2.4.3        Add or Edit a Credit Note

2.4.3.1     Credit Note Details

2.4.3.2     Adding Line Items to a Credit Note

2.4.4        Advanced Invoicing

2.4.4.1     Invoicing per Unit

2.4.4.2     Invoicing per Hour

3     Reporting

3.1       Invoices

3.2       Sales

3.3       Transferees

3.4       Time Spent/Costs

3.5       Days Active

3.6       Renewals

4     Other Configuration

4.1       Budget Admin

4.2       Currency Admin

4.3       Account Chart

4.4       Contact Type

4.5       Templates Admin

5     Managing Customers

5.1       Adding a Customer

5.2       Customer Details

5.3       Managing Divisions/Locations

5.4       Default Personnel

5.5       Contacts

5.6       Services & Rates

5.7       Customer Packages

5.8       Quotes

5.9       Other Customer pages

5.9.1        Preferred Suppliers

5.9.2        Relocations

5.9.3        Invoices

5.9.4        Notes

6     Managing Suppliers

6.1       Adding a Supplier

6.2       Contacts