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System Administrator User Interface

The videos included on this page provide an introduction to the typical user interface for QServ administrators.

Note that the user interface is fully customizable. View the "Configuration and User Access Video" to learn how the user interface can be customized to match the needs of your organization.

Organization Tree

The QServ organization tree defines the organization structure of the company. QServ provides two views of the organization tree. The first view typically follows the financial reporting structure and should be consistent with the reporting structure used by other systems. We refer to this as the "Normal" view of the organization tree.

The second view of the organization tree follows the operational structure of the organization and reflects the physical layout of scheduling areas within a location. We refer to this view as the "Adjacency Group" view. The adjacency group view is important because it allows shared coverage for scheduling areas that are physically adjacent to reduce the cost of satisfying security minimums.

This video demonstrates how the organization tree is defined and how to set up adjacency groups within a location.

Click on a thumb nail image in the right side bar to view a video.

Add a New Location

This video demonstrates how to add a new location to an existing organization tree using the copy, paste and paste special features.

The organization tree presents the regions, locations, expense centers, scheduling areas and other elements of your company.

Organization Filters

Organization filters can be defined to view a cross section of the organization tree. For example, a filter for the Accessories area will allow users to view reports showing the Accessories areas for all stores in the company.

Organization Adjacency Groups

Organization adjacency groups provide an operational view of the organization structure of the company.

Add a New Location

This video demonstrates how to add a new location to an existing organization tree using the copy, paste and paste special functions.

Customize

This video shows some of the options available to administrators to customize QServ.

User Permissions

This video demonstrates setup of user permissions and addition of a new user.

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