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Term Description
Schedule A schedule can be created at either the job level or on every phase of a job. A schedule is a list of tasks or stages, each of which has a start and end date and can be allocated to a person who is responsible for completing the task. The list of tasks can be printed out or viewed as a gantt chart.
SSL Secure Sockets Layer, SSL, is the standard security technology for creating an encrypted link between a web server and a browser. This link ensures that all data passed between the web server and the browser remains private and integral. SSL is an industry standard and is used by millions of websites in the protection of their online transactions with their customers. In order to be able to generate an SSL link, a web server requires an SSL Certificate. Your Synergist server has a built-in user interface to assist with acquiring an SSL certificate to secure communication between your web server and remote users.
Staff Resource A staff resource is typically linked to a user who creates timesheets, or for whom timesheets are created. You can create staff resources and not link these to users. In this scenario timesheets for these members of staff would be entered centrally by an administrator.
Stage Stages are a component of 2 tier jobs. They are a simple way of tracking the current stage of a job. Stages can be used at either the job header level or the job phase level of a job (but not both).
Team Staff may be put into teams. Staff resources may be put into teams so that it is easier to select them when allocating work via MyTasks or when estimating. Account handlers may be put into sales teams. These same teams can be used for grouping jobs by team, and for analyzing costs / revenue by team. You can even allocate a nominal code to a team so that this analysis can be exported to your linked accounts system.
Tick off 'Ticking off' costs in Synergist means allocating costs to a sales invoice. Unticked costs remain in WIP.
User A user is an individual who needs access to Synergist, either via the full 4D client software or via the web portal. A user may also be a handler, and may have a staff resource.
View Views are pre-defined selections of data normally displayed in a list. e.g. a view might be: a selection of jobs, perhaps just those which are overdue; a selection of clients, perhaps from one particular sector of the market.
Web Portal (Client) The client portal is an external module designed to be accessed by your clients over the internet via a web browser. The system is hosted from your own premises using the built-in 4D webserver. Your clients will be able to log into the Synergist database to see the current status of their jobs and any other data you may have decided to publish.
Web Portal (Staff) Synergist has an optional "Staff Web Portal" which staff can use to access your data via a web browser. This system is a simplified version of Synergist that can be accessed by users either on your local area network or remotely via the internet.