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Enate Implementation

v2020 Handbooks

Enate v2020.1 Builder Handbook.pdf
5MB
PDF
Enate v2020.1 Builder Handbook
Enate EN v2020.1 Work Manager Handbook.pdf
8MB
PDF
Enate v2020.1 Work Manager Handbook

​Video Playslists

Useful videos of Enate Builder and Work Manager from Enate's Youtube Channel
Work Manager
Builder

Custom Card Info

Custom Card Introduction and Capabilities(1).docx
815KB
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Custom Card Introduction and Capabilities

Cases & Tickets Explainer

Ticket Vs Case - Explainer.pptx
5MB
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Tickets vs Case - Explainer
Ticket Vs Case - Quick Explainer.pptx
61KB
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Tickets vs Case - Quick Explainer

Enate Reporting Info

Tableau reports showcasing some of the repors available as standard with Enate:
Enate - Profile | Tableau Public
tableaupublic
Page explaining every table in the Enate Data Warehouse database. You'll need this when building bespoke reporting solutions that incorporate Enate Data:

Solutioning & Project Templates

Useful documents to help you with implementation projects and design workshops.
The Solutioning Journey is a document which explains the various stages during a typical Enate implementation project.
Solutioning Journey Document.docx
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Solutioning Journey
These template documents are useul when running an Enate implementation project..
Project Plan Template.xlsx
20KB
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Project Plan Template
Workshop Template.xlsx
24KB
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Workshop Template
Case Configuration Template.xlsx
18KB
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Case Configuration Template
Ticket Configuration Template.xlsx
18KB
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Ticket Configuration Template

Sample Workflow

An example of the kind of simple workflow document you may encounter as part of the a customer implementation workshop.
Invoice Workflow Process Scenario.pptx
74KB
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Last modified 3mo ago