Client Playbook Template
  • What is the Playbook?
  • Interface
    • Interface Design
    • Interface Schedule
  • BluePrint
    • Supply Chain Blueprint
      • Physical and Data Process Flows
      • Blueprint Details
      • Buffering Decisions
    • Future State
  • Day in the Life as a Planner
    • Accessing Intuiflow
    • Logging into Intuiflow
      • Local Sign On
      • Azure Active Directory/ Single Sign-On (SSO)
    • Ordering in Intuiflow
      • Workbench
      • Pending Orders
    • Custom Reports
  • Configuration & Settings
    • User Site Preferences
    • Calendars
      • Default
      • Location
      • Vendor
      • Planning
    • Settings (Site Administration)
      • General
      • Accounts & Access
      • Import & Export
      • Processing
    • Buffer Creation & Management
      • Buffer Profile Editor
      • Manually Editing Buffer Profiles
      • Smart Buffer Profiler (configuration)
    • Editing Parts
      • Changing Part Properties
    • Adjustment Factors
      • Cycle Day Adjustment Factor
      • Planned Adjustment Factor
    • Part Transition
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  1. Configuration & Settings

Settings (Site Administration)

Access: Menu > Site Administration

This is the area of Intuiflow in which system administrators can apply system settings at an instance and/or location-specific level.

In System Management, you can also apply and modify settings relating to Importing & Exporting, Accounts & Access, and Processing. All of these sections will be explained in detail below.

Tab
Column

General

Set instance-wide settings including the User-Defined Fields, date/time settings, and security settings such as password complexity requirements.

Accounts & Access

Add or delete users, define roles and permissions, and set up Azure Active Directory Single Sign-On.

Import & Export

Select approved import fields, configure instance-wide CSV settings, and select field metrics for the Resource and Routings files (needed for the Rough Cut Capacity Planning module).

Processing

Determine instance-wide default settings for buffer calculations, net flow horizons, and alert levels and make changes to system processing settings like MRP and auto-approval

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Last updated 1 year ago