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Settings

The Settings Menu is used to setup key areas of the Concept Evolution system. The sub navigations are typically used in the initial stages of implementing Concept Evolution and maintained thereafter.

Icon	Feature	Description
	Assets	Create Asset groupings of System, Tags Types and Names. Set the Asset Code Template and Asset Status.
	Authorisation	Create authorisation ranges for Tasks, Purchase Orders, Quotes and Sales Invoicing and Credits.
	Contacts	Create Activity Types, Classes, Desk Status, Employment Types, Grades, Positions and Teams for Contacts.
	Contacts	Create Contract Groups and Schedule of Rates.
	Customer Satisfaction	Create Questions and Customer Satisfaction Templates.
	Documents	Create Document Classes and Sub Classes.
	Event Types	Creates Event Types and the Event Matrix.
	Facility Booking	Create Facilities Booking settings including Catering, Inventory, Booking Types and Location Sorting Order.
	Finance	Create Finance settings including Suppliers, Tax Codes, Cost Centres and Cost Codes.
	General	Create Property Groups and set non working days for Facilities Booking.
	Hazard Types	Create Hazards.
	Integrated Services	Create Radios and set ISM System Preferences.
	Projects	Create Project settings including Priorities, Statuses, Rick and Recharge Codes.
	Property and Estates	Create Property and Estates settings including Building and Location Conditions, Department Groups and Elements and Utility Types and Measurements.
	Purchase Orders	Create Purchase Order settings including PO Types, Statuses and Delivery Addresses.
	Quotes	Create Quotes settings including Rejection and Referral Reasons, Review Criteria and Preferences.
	Widget Setup	Create Widgets , Pages and Menus for Concept Reach and Home Pages.
	Resources	Create Resource settings including Rotas, Teams and Skills.
	Resource Planner	Create Resource Planner settings including Colouring Sets, Note Types and Preferences.
	Sales Invoicing	Create Sales Invoice settings including LoCs, Export States, Credit Reasons and Preferences.
	SLA	Create settings for SLAs including Calenders and Preferences.
	Stores	Create Stock Groups, Classes and Preferences.
	Tasks	Create Task settings including Categories, Disciplines, Priorities and Instruction Sets.
	User Accounts	Create User Accounts and Roles.
	User Preferences	Set Users Preferences for Tasks, Requested Quotes, ISM, Resource Planner and Timesheets.
	FSI GO	Update Go Users and create Mobile Audits.
	Attributes	Create Attribute Categories, Libraries and Groups.
	Payment Mechanism	Create PMS settings including Core Values, Service Payments, Task Queries and Ratchets.
	Intuitive BI Overview	Access Intuitive BI and import Dashboards.