Discover some of the functions that you will regularly interact with in WorkBook in this overview of the settings module.
Implementing a new system and introducing new processes to your business is a significant change internally and a sizeable financial investment. Tangram consultants work closely with your designated project team to plan and build your WorkBook system, according to your agency’s processes. During the initial build , train and implement WorkBook in key stages across the agency. we will be responsible for the system setup, most of which takes place in the settings module.
Once you go live, it will be up to your system administrator/s to manage these areas if changes to the system setup are required. The articles in this section are designed as a reference to ensure accuracy and consistency when completing the data import sheets and to provide guidance around customisation optionson managing these potential changes.
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