Sytex is focused on georeferenced tasks and repetitive processes. Each collaborator updates their assignments, contributing to the team's overall information. The tool allows tracking of projects, contractors, Stoppers, Checklists, and documentation. Next, we take a tour of the different components!
Main screen
The first thing we encounter are the widgets, which give us a general overview of the elements we have pending or in progress. The widgets are divided into different tabs:
My activities: quick and simple information about your forms, tasks, workflows, and related objects such as Stoppers and required documents to be added.
Materials: concentrates widgets related to Materials Operation, Complete Shipments, and Safety Stock.
Accounting:allows you to view information about the accounting module. There are summaries of quotes, purchase orders, sales orders, among others.
Summary: widgets that contain report-style information, such as Ranking of completed tasks, accounting chart, and billing summary.
Did you know that you can customize your home screen? From the settings gear on the right side of the widget screen, you will find the screen to customize your tabs.
On the left side of the screen you will find the different modules:
Activities: allows access to the search engines for Tasks, Forms, Workflows, Stoppers, Complete Submissions, Material Operation, Chat Panel, Projects.
Locations:geographical location-related elements are grouped under this tab: Sites, Network Elements, Clients, Engineering, and Engineering Forms.
Accounting:allows you to work with all elements related to project accounting: Budgets, Quotes, Purchase and Sales Orders, Receipts, Invoices, etc.
My Templates: From this menu, you will have access to any of the templates created within your organization. Templates are predetermined work models that you will use throughout your journey within Sytex. We use them to work on repetitive processes.
Reports:useful filterable and real-time updated summary of different modules of the system; Forms, Workflows, Accounting, Material Stock, Licenses, Equipment Tracking Report, and Chat Events.
Settings: In this module, you can find other options that you did not find in the previous modules, such as Materials, Virtual Warehouses, Personnel, Suppliers, among others.
Other options: By clicking on your profile picture, in the lower left section of the screen, you can access your profile, change language, change password, change organization, and log out.
Remember: The visibility of modules and elements is subject to permissions. If you need to manage your permissions, you can do so by contacting support via email or WhatsApp.
Other Functions
In the upper right corner, you will find other functions that will help you in your day-to-day tasks.
General Search: In the magnifying glass, you can enter element codes, usernames, or tasks, for example, to search in a general way.
However, you can also search from the section related to the element. For example, to search for a task, you should go to Activities > Tasks > enter the code or filter.
Add Element: From the plus sign, you can quickly create many elements, activities, wizards, users, etc. It is a good practice to master this field to streamline your day-to-day work. You will also find the Import Tool, a very useful tool for working with massive amounts of data.
Messages: By clicking on the chat icon, you can view all your messages related to projects and other things you are involved in.
Notifications: Stay up to date with all the notifications that are of interest to you. Remember that each project is configured with personalized notifications.
Chat with us: Use the question mark icon to communicate with us. We will try to solve any problem you have!
From the logo, you can switch organizations if you belong to more than one!