Modules
From GTwM
What is a module?
A module is basically a collection of reports that form a logical whole, together with any custom actions that may be necessary.
For example, a customer complaints module may contain reports to show
- pending complaints
- complaints awaiting feedback from suppliers
- customers waiting to be credited
- archive of processed or un-justified complaints
together with actions to send acknowledgement emails to customers and print letters to suppliers containing relevant details.
Modules can be expanded to show contents and contracted to hide them. Each module has a colour, icon and name.
Using modules
To edit a module, you need to be an administrator. In the Administrator section of pane 1 (the left hand side of the screen) select modules. You'll be able to edit the modules that are there just like editing records - click on a module and the details will be shown below.
In addition to an icon and colour, a module can also be assigned a section. This becomes useful when you build up lots of modules for further categorising things. For example, you may want to put your modules in sections for each business unit of your company, or split them by process, e.g. Plan/Do/Check/Act.
When creating or editing a report, you can select which module to place it in from the report management tab in pane 3.
As an example, here's a screenshot of a set of modules in pane 1 that covers an entire workflow for a particular company
Note: only modules with one or more reports in will be displayed to users in pane 1, though the whole collection of modules can be managed in the Administration section
