Organisation
The Organisation option is only available to the Administrator user and contains various system wide configuration settings. Extreme care should be taken when changing these settings.
The screen is divided into sections as follows:
Organisation Section
Name
The name of your organisation.
Alias
Short alias of the organisation.
System Id
The unique system id for your organisation. Read-only.
Namespace
A unique namespace that will be assigned to all user accounts within your organisation, e.g. if the namespace is tss then the format of all user accounts will be username@tss.
Activation
The Duet applications that available to use by your organisation. Use the icon to choose from available applications. Please see Setup & Configuration for important notes about activation.
Country
The home country of your organisation. Choose from a pre-defined list of countries.
Locale
Your locale setting affects date & currency display format. Choose from a list.
Primary Colour
The primary colour scheme. Use the icon to choose from a colour picker or type a hexadecimal RGB colour value if known.
Secondary Colour
The text colour for title bars. Use the icon to choose from a colour picker or type a hexadecimal RGB colour value if known.
External Notifications
The type(s) of external notifications that users will receive.
By default, Duet sends notifications to users internally. If you wish to also generate an accompanying email, use the icon to choose from available notification types.
This setting can be overridden for individual user accounts.
Calendar
Leave Approval
Select the toggle to control if approval is required for this user.
Leave Approvers
Select icon for a list of user(s) who can perform leave approval for this user. If Duet admin has already entered a list of 'Company Leave Approvers' then you can ignore this field. However if you wish to override the approver in this case (maybe it's a specific manager) then you can select from the list.
Absence Approval
Select the toggle to control if approval is required for this user.
Absence Approvers
Select for a list user(s) who can perform absence approval for this user ** See Leave Approvers above as admin may have already set up Company Absence Approvers.
Service Desk
Ticket Raised Subscribers
A list of service controller users who will automatically receive a notification whenever a new ticket is raised. Use the icon to choose from available service controllers.
Service Base Location
The default start location for scheduling tasks during task scheduling. You can select from a using the icon or add a new location.
Service Ticket Entry Item
You can set a default start type for a new service ticket. You can choose using the icon from Customer Location, Contract or Asset
Timesheets
Timesheet Interval
Default block size of time (i.e. 15 minutes, 30 minutes) that time can be chosen in timesheet entry.
Validate Day
You can toggle the validation of a daily number of hours per working day that must be entered.
Day Minimum Hours
The default minimum number of hours per working day that must be entered to a timesheet to allow submission.
Validate Period
Use toggle to require that the period contains the minimum number of hours.
Period Minimum Hours
The minimum number of total hours that must be recorded against a timesheet period before a timesheet can be submitted for approval. This value only applies if the Validate Period toggle switch in on. This value can be overridden for individual user accounts.
Timesheet Submission Notes
Use toggle to request Notes from users when they submit timesheets (note entry is not mandatory)
Timesheet Approval
Use toggle to set approval requirement as a default. Can be overridden per user.
Timesheet Approver(s)
Enter a user (or list of users) who can perform timesheet approval. You can declare multiple approvers. Approval by any one of these will progress the timesheet.
Only those whose user profiles have been set up as timesheet approvers will be available to choose in the list.
Expenses
Expense Approval
Use toggle to set approval default requirement.
Expense Approvers
Enter a user (or list of users) who can perform expense approval. You can declare multiple approvers. Approval by any one of these will progress the claim.
Only those whose user profiles have been set up as expense approvers will be available to choose in the list.
Requisitions Section
Supplier & Inventory
Toggle to enable Supply and Inventory data to be used when entering requisitions.
Requisition Costing
Costing of requisitions will be required if this switch is toggled ON.
Cost Providers
Enter a user (or list of users) who can perform requisition costing. You can declare multiple providers. Provision by any one of these will progress the requisition.
Only those whose user profiles have been set up as requisition cost providers will be available to choose in the list.
Requisition Approval
Approval requisitions will be required if this switch is toggled ON.
Requisition Approvers
Enter a user (or list of users) who can perform requisition approval. You can declare multiple approvers. Approval by any one of these will progress the requisition.
Only those whose user profiles have been set up as requisition approvers will be available to choose in the list.
Approval Process
Toggle to turn on the requisition based on value)
Requisition Fulfillment
Requisition fulfillment will be required if this switch is toggled ON.
Requisition Fulfillers
Enter a user (or list of users) who can perform requisition fulfillment. You can declare multiple fulfillers.
Only those whose user profiles have been set up as requisition fulfillers will be available to choose in the list.
Dimension 1
Dimension 1 Enabled
A toggle switch that determines if Dimension 1 is used.
Name
The name of the first dimension code used for bookings, e.g. Customer.
User Links
A toggle switch that determines if the list of Dimension 1 codes available to users will be filtered according to their user id. If the toggle switch is on then the list of Dimension 1 codes available to users will be filtered according to their user id. If the toggle switch is off then the list of Dimension 1 codes available to users will be unfiltered.
Dimension 1 & 2 Link
A toggle switch that determines the dimension code linking rules between Dimension 1 and Dimension 2. If the toggle switch is on then the list of Dimension 2 codes available to users will be filtered by the code selected for Dimension 1.
Dimension 1 & 3 Link
A toggle switch that determines the dimension code linking rules between Dimension 1 and Dimension 3. If the toggle switch is on then the list of Dimension 3 codes available to users will be filtered by the code selected for Dimension 1.
Dimension 2
Dimension 2 Enabled
A toggle switch that determines if Dimension 2 is enabled.
Name
The name of the second dimension code used for bookings, e.g. Project.
Dimension 2 & 3 Link
A toggle switch that determines the dimension code linking rules between Dimension 2 and Dimension 3. If the toggle switch is on then the list of Dimension 3 codes available to users will be filtered by the code selected for Dimension 2.
Dimension 3
Dimension 3 Enabled
A toggle switch that determines if Dimension 3 is enabled.
Name
The name of the third dimension code used for bookings, e.g. Phase.
Dimension 4
Dimension 4 Enabled
A toggle switch that determines if Dimension 4 is enabled.
Name
The name of the fourth dimension reference used for bookings, e.g. PO Reference. This is a free-format reference with the ability to select from previously entered values.
Dimension 5
Dimension 5 Enabled
A toggle switch that determines if Dimension 5 is enabled.
Name
The name of the fifth dimension reference used for bookings, e.g. Job Number. This is a free-format reference with the ability to select from previously entered values.
Tag Section
The name of the Tag field (e.g. Labels). Users can assign as many tags as required to an entry. If tags are not required, then they can be disabled by toggling the switch to off