Managing management rules

Management rules are additional parameters that enable various features in Akuiteo.

The setup screen for management rules can be accessed in Desktop Application > Tools > Setup > General setup > Special parameters > Management rules.

1 From the setup screen of management rules, open the management rule desired.
2 Go to the tab of the desired company and check Enable.
3 Save.
Management rule Description
CTRL_BUD_AFF

Used to enable the budget control function.

For more information, refer to The budget control.
CLIPRO_COULEUR

Used to enable the management of color indicators on customer record sheets.

When this management rule is enabled, each customer can be linked to color indicators (up to 3 per customer). Those colors give additional information on customers and their meanings are specific to each company.

Then, a customer's color indicators are displayed:

  • from the Desktop Application, each sales object of the customer.
  • from the Sales Portal, on each sales object of the customer.
  • from the Help Desk Portal, on each issue from the customer.

To set color indicators on customer record sheets, customer indicators must be set up beforehand from the Desktop Application > Tools > Setup > General setup > Sales > Customer color option management.

Reference

For more information about the setup of color indicators, refer to Color indicators.

Once color indicators are set up, they can be applied to each customer record sheet.

Reference

For more information about adding color indicators for a customer, refer to Applying color indicators.
FC_EMARG_ELEC

Allows you to connect to the Bsoft connector.

When this management rule is enabled, the organizations , courses and sessions can be synchronized to Bsoft in order for the trainees to access the electronic signing.

Important

A subscription to Bsoft is required to enable the connection.

Before enabling this management rule, contact your Akuiteo project manager.

Reference

For more information about the use of the Bsoft connector, see Using the Bsoft connector.
PLG_MASQUER_CHP_FORM

Used to hide one or more of the following fields on scheduled item forms: Full day, Ends at noon, Starts on the afternoon, Online meeting and Color.

Note

The Full day box is still always checked by default for scheduled items created from leave requests, even if the Full day field is hidden.

To define the fields to hide, specify the corresponding codes in the Information to hide for the schedule block field of the management rule:

  • JOURNEE_ENTIERE for the Full day field;
  • TERMINE_A_MIDI for the Ends at noon field;
  • COMMENCE_AM for the Starts on the afternoon field;
  • REUNION_VISIO for the Online meeting field;
  • COULEUR for the Color field.

Codes must be separated by commas.
V9FORMATION

Allows you to enable the Training module in Akuiteo.

In the FORMATION_LIGHT pour activer la version Light field, specify FORMATION_LIGHT to enable the light training of .Akuiteo

Reference

For more information about the Light training module, see Prerequisites.