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Basic Components

This module revolves around the following components:

ComponentDescription
ApprovalApproval is the act of sharing consent for a task (usually a record, in Facilio)
ApproverAn approver is an individual or any member belonging to a particular group or role, who is authorized to approve a request
User

A user refers to any contact in an organization.

Example: test@facilio.com

User group

A users group is a set of people (users) belonging to a particular team.

Example: Facility management, security

Role

A role controls which actions must be visible to a user, group of users, or users in an organization

Example: Administrator, employee

Record

A record (sometimes called a row) is a group of fields within a database that are relevant to a specific entity.

Example: Details specific to an asset like asset name, type and purchased date constitute a record in the Asset module

Module

A module is a business application task, where the set of related functionalities are grouped into a single entity

Example: Portfolio, maintenance

Action

An action refers to the activity configured as a result of an approval step.

Example: Sending email or mobile notification