Synergy Support
  • Login & dashboard
    • Login to admin panel
    • Admin dashboard
  • Master Data Config
    • Designation List
    • Create New Designation
    • Cost Type List
    • Create Cost Type
  • Registration Request
    • Registration Request List
  • Employee
    • Employee List
    • Employee Create
    • Employee Edit
    • Employee Change Profile Image
    • Employee Password Reset
  • Client
    • Client List
    • Client Create
    • Edit Client
    • Client Password Reset
  • Job
    • Master Section & Task
    • Create Master Section
    • Create Master Task
    • Job List
    • Create New Job
    • Edit Job
    • Job Section & Task
    • View Job Details
    • Job Cost Manage
    • Z
  • Inspection
    • Create Inspection
    • Inspection List
    • Inspection Report
  • Other
    • Asset Maintainance List
    • Report Summary
  • Mobile App
    • Download
    • App Log In
    • App Log Out
    • Assigned Task List
    • Check-In Regular Job
    • Check-Out Regular Job
    • Start one time job task
    • End one time job task
    • Assigned Inspections
    • Rate Inspection Task
    • Create Maintainance Request
Synergy Doc
  • Docs »
  • Admin

    System Login

    1. Open any web browser

    Type sisfs.com.au/admin, and Enter

    This will redirect to admin login panel sisfs.com.au/admin

    2. Enter login credentials

    • Enter username (Which Provided)
    • Enter password (Which Provided)
    • Click on Login Button
    • If login success, you'll redirect to dashboard

     

    Admin Dashboard

    1. Open any web browser

    Go to sisfs.com.au/admin

    2. Log into the System

    3. Successfull login automatically redirect to Dashboard

    Designation List

    1. Open any web browser

    Go to sisfs.com.au/admin

    2. Log into the System

    3. Navigate to Config > Master Data > Designation

     

    Create & Update Designation

    1. Open any web browser

    Go to sisfs.com.au/admin

    2. Log into the System

    3. Navigate to Config > Master Data > Designation

    Create Designation

    Click on Blue color circle plus button

    Enter designation name and click on save button

    Edit Designation

    Click on the edit icon corresponding to the designation you want to change

    Change the designation name and click on update button

    Cost Type List

    1. Open any web browser

    Go to sisfs.com.au/admin

    2. Log into the System

    3. Navigate to Config > Master Data > Cost Type

     

    Create & edit Cost Type

    1. Open any web browser

    Go to sisfs.com.au/admin

    2. Log into the System

    3. Navigate to Config > Master Data > Cost Type

    Create Cost Type

    Click on Blue color circle plus button

    Enter cost type name and click on save button

    Edit Cost Type

    Click on the edit icon corresponding to the cost type you want to change

    Change the cost type name and click on update button

    Registration Request List

    1. Open any web browser

    Go to sisfs.com.au/admin

    2. Log into the System

    3. Navigate to Config > Registration Request

     

    Employee List

    1. Open any web browser

    Go to sisfs.com.au/admin

    2. Log into the System

    3. Navigate to Config > Employee > Employee List

     

    Create Employee

    1. Open any web browser

    Go to sisfs.com.au/admin

    2. Log into the System

    3. Navigate to Config > Employee > Employee List

    4. Click on plus icon - Pop up will appear

    5. Fill the data in pop-up

    6. Click on Save Changes - Save data

     

    Edit Employee Data

    1. Open any web browser

    Go to sisfs.com.au/admin

    2. Log into the System

    3. Navigate to Config > Employee > Employee List

    4. Click on edit icon - Edit Pop up will appear

    5. Edit the data in pop-up

    6. Click on Save Changes - Save data

     

    Change employee profile image

    1. Open any web browser

    Go to sisfs.com.au/admin

    2. Log into the System

    3. Navigate to Config > Employee > Employee List

    4. Click on camera icon - Image upload Pop up will appear

    5. Select the image

    6. Click on Update Button

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    Reset employee password

    1. Open any web browser

    Go to sisfs.com.au/admin

    2. Log into the System

    3. Navigate to Config > Employee > Employee List

    4. Click on user shield icon - Password reset Pop up will appear

    5. Enter new password and confirm password

    6. Click on Reset Button

    Step 1

     

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    Client List

    1. Open any web browser

    Go to sisfs.com.au/admin

    2. Log into the System

    3. Navigate to Main > Client Manage

     

    Create Client

    1. Open any web browser

    Go to sisfs.com.au/admin

    2. Log into the System

    3. Navigate to Main > Client Manage

    4. Click on blue color round plus icon - New client Pop up will appear

    5. Enter the client details

    6. Click on Save Button

    Step 1

     

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    Edit client data

    1. Open any web browser

    Go to sisfs.com.au/admin

    2. Log into the System

    3. Navigate to Main > Client Manage

    4. Click on edit icon - Edit client Pop up will appear

    5. Enter the client details

    6. Click on Save Button

    Step 1

     

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    Step 3

     

    Reset client password

    1. Open any web browser

    Go to sisfs.com.au/admin

    2. Log into the System

    3. Navigate to Main > Client Manage

    4. Click on User Shield icon - Password reset pop up will appear

    5. Enter the new password

    6. Click on Reset Button

    Step 1

     

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    Master Section, Task list

    1. Open any web browser

    Go to sisfs.com.au/admin

    2. Log into the System

    3. Navigate to Main > Job Manage > Master Data

     

    Create Master Section

    1. Open any web browser

    Go to sisfs.com.au/admin

    2. Log into the System

    3. Navigate to Main > Job Manage > Master Data

    4. Click on + Section button

    5. Master section create pop up will appear

    6. Click on save button

    Step 1

     

    Step 2

     

    Create Master Task

    1. Open any web browser

    Go to sisfs.com.au/admin

    2. Log into the System

    3. Navigate to Main > Job Manage > Master Data

    4. Click on + Task button

    5. Master Task create pop up will appear

    6. Click on save button

    Step 1

     

    Step 2

     

    View Job List

    1. Open any web browser

    Go to sisfs.com.au/admin

    2. Log into the System

    3. Navigate to Main > Job Manage > Job

     

    Create new job

    1. Open any web browser

    Go to sisfs.com.au/admin

    2. Log into the System

    3. Navigate to Main > Job Manage > Job

    4. Click on + button

    5. Page will redirect to job create view

    6. Fill job details

    7. Click on save button

    Step 1

     

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    Edit Job Data

    1. Open any web browser

    Go to sisfs.com.au/admin

    2. Log into the System

    3. Navigate to Main > Job Manage > Job

    4. Click on edit icon

    5. Edit view pop up will appear

    6. Update job details

    7. Click on Update button

    Step 1

     

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    Job Section & Task config

    1. Open any web browser

    Go to sisfs.com.au/admin

    2. Log into the System

    3. Navigate to Main > Job Manage > Job

    4. Click on gear icon

    5. Config section and task pop up will appear

    6. Select technician assign for job

    6. Select sectoins and task for job

    7. Click on save button

    Step 1

     

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    View job details

    1. Open any web browser

    Go to sisfs.com.au/admin

    2. Log into the System

    3. Navigate to Main > Job Manage > Job

    4. Click on eye icon

    5. Job detail view pop up will appear

    Step 1

     

    Step 2

     

    Job cost Manage

    1. Open any web browser

    Go to sisfs.com.au/admin

    2. Log into the System

    3. Navigate to Main > Job Manage > Job

    4. Click on Dollor bill icon

    5. Job cost list popup will appear

    6. Click on plus icon in popup

    7. Fill cost details & save

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    Inspection Create

    1. Open any web browser

    Go to sisfs.com.au/admin

    2. Log into the System

    3. Navigate to Main > Job Manage > Job

    4. Click on Bug icon

    5. Inspection Create popup will appear

    6. Select inspection manager and effective dat

    7. Click save button

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    Create New Inspection

    1. Open any web browser

    Go to sisfs.com.au/admin

    2. Log into the System

    3. Navigate to Main > Inspection Manage

     

    View Inspection Report

    1. Open any web browser

    Go to sisfs.com.au/admin

    2. Log into the System

    3. Navigate to Main > Inspection Manage

    4. Click the view icon - (eye)

    5. Click the print icon to get pdf

    Asset Maintainance List

    1. Open any web browser

    Go to sisfs.com.au/admin

    2. Log into the System

    3. Navigate to Main > Asset Maintainance

     

    Employye work summery

    1. Open any web browser

    Go to sisfs.com.au/admin

    2. Log into the System

    3. Navigate to Main > Report Manage > Work Summery

     

    Download Mobile App

    1. Open Google Playstore App (App Link)

    2. Search for synery task tracker app

    3. Dowload the Synergy Task Tracker app

    4. Install App

    Step 1

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    How to log in to app

    1. Open sisfs task tracker. (If not installed Download here)

    2. Enter user name and password

    3. Click log in button

    4. Allow permission for device location

    Step 1

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    How to log out from app

    1. Click app side bar

    2. Last side bar item is Log Out option.

    3. Click on Logout menu. (App will redirect back to login page)

    (App will redirect back to login page)

    Step 1

    Step 2

    View Assigned Task

    1. Log in to the mobile app if not logged already

    2. Success login will redirect you directly in to Assigned Task View.

    3. Other wise click on Task List in Side menu

    (App will redirect back to assigned task view)

    4. Use top drop down to filter assigned task by current status

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    Check-In Regular Job

    1. Log in to the mobile app if not logged already

    2. Open side menu

    3. Select Sacn QR

    (App will redirect to QR Code Scan view)

    4. Scan QR

    5. Click Check-In button

    Step 1

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    Check-Out Regular job

    1. Log in to the mobile app if not logged already

    2. Open side menu

    3. Select Sacn QR

    (App will redirect to QR Code Scan view)

    4. Scan QR

    5. Click Check-Out button

    Step 1

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    Start one time job task

    1. Log in to the mobile app if not logged already

    2. Open side menu

    3. Select Task List

    (App will redirect to Task List view)

    4. Select Pending Option in filter

    (Only pending task will filter to the list)

    5. Click Start button to start task

    6. Click ok to confirm action

    7. Capture image before starting task

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    End one time job task

    1. Log in to the mobile app if not logged already

    2. Open side menu

    3. Select Task List

    (App will redirect to Task List view)

    4. Select In-Progress Option in filter

    (Only In-Progress task will filter to the list)

    5. Click Finish button to end task

    6. Click ok to confirm action

    Step 1

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    View assigned inspection list

    1. Log in to the mobile app if not logged already

    2. Open side menu

    3. Select Inspection List

    (App will redirect to Inspection List view)

    Step 1

    Step 2

    Rate inspection task

    1. Log in to the mobile app if not logged already

    2. Open side menu

    3. Select Task List

    (App will redirect to Task List view)

    4. Select Inspection from list

    (This will redirect to Section List)

    5. Select Section from list

    (This will redirect to Task List)

    7. Select task from list

    (This will redirect to Rate View)

    8. Select Rate value from moving progress bar

    9. Capture image of inspection area

    10. Enter note for task

    11. Click on save button

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    How to create maintainance request

    1. Log in to the mobile app if not logged already

    2. Open side menu

    3. Select Repair

    (App will redirect to create maintainance view)

    4. Select request type

    5. Enter asset detail

    6. Enter incident location

    7. Capture image

    8. Enter note

    9. Click on submit button

    Step 1

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    Step 6


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