Navigating Builder

Navigation links to the various sections available in Builder are displayed in the toolbar down the left side of the screen.

The main sections of Builder to familiarise yourself with are as follows:

1. Service Lines Screen - this is where you can see, create and manage your service line master data.

2. Service Matrix Screen – this is where you can see a list of your customers and which Services they receive and where you can create new Cases and Ticketing processes under them.

3. User Management Screen – this is where you can create and maintain your Service Agents, Robots, Self Service Users, User Groups and Application Credentials.

4. Email Mailbox configuration - this is where you can set up your mailboxes, choose where work arriving in these mailboxes routes to, plus set up standard email templates and canned responses for use when composing emails in Work Manager.

5. Calendars – this is where you can define the working days, hours, national holidays into set calendars which you can then link to Customers and Contracts during their definition.

6. Custom Data – this is where you can create Custom Data Fields which can then be displayed on Cases, Ticket and Actions.

7. Custom Cards – this is where you can create Custom Cards which can then be displayed on Cases, Ticket and Actions.

8. Schedules – this is where you can create schedules of dates which can be used to manage delivery dates for activities in your cases (e.g. for payroll environments) and create repeating schedules to trigger Cases, allowing them to be launched automatically.

9. Localizations – this is where you can set localized values for your own data that has been created when designing your processes.

10. Marketplace - this is where you can access your integrations, such as your RPA connections (e.g. UiPath) and OCR integrations (e.g. ABBYY)

11. Settings – the is where you can adjust general settings which take effect at system-level.