Overview

Severa 3 is an Enterprise Resource Planning system that allows you to manage accounts, cases, invoices, and work hours through a customizable interface (see figure below).

Figure: Severa 3 user interface

Both companies and individual users can customize Severa 3 to suit their preferences. Company-wide settings are defined by the administrator. User access rights are used to specify the access level of each user. Because Severa 3 is highly customizable and uses access rights to restrict user rights, not all functionality described in this Help is available to all users.

The home page of the system is called dashboard. Dashboard is the page which opens when you log into the system. You can access the page from anywhere in the system by clicking the Home breadcrumb navigation link or the Severa icon on the top menu.

When you log into the system for the first time, your dashboard contains brief instructions and some example content. You can customize the content of your dashboard to show previously saved searches, graphical reports¹⁾, and work time entries. You can view the content in either one or two columns, or a combination of the two. Here you can read more about dashboard content options.

To add content to your dashboard:

1. Click the Edit breadcrumb navigation link on your dashboard.
2. If you want to display the content in one column, click the icon.
3. Click the icon.
4. Select the desired content from the Add dashboard content window.

To modify or delete content:

1. Click the Edit breadcrumb navigation link on your dashboard.
2. Make the necessary modifications.
   • To change the size of the content, click the or icon.
   • To change the content, click the icon and select the desired content.
   • To delete the content, click the icon and click No content.

The system has various navigation options and extensive search functionality. (For information on the search options, see Searching.)

The top menu consists of various icons and the internal search engine (see figure below).

Figure: Top menu

• The New icon allows you to add new accounts, cases, invoices, and work time entries.
• The Contacts, Cases, and Invoices icons provide access to saved searches. You can customize the searches to suit your preferences. For more information, see Advanced search.
• The History icon shows the accounts, cases, and invoices you have visited last.
• The Settings icon allows you to change the settings of system behavior.
• The Logout icon allows you to log out of the system.

Breadcrumbs (see figure below) show your current location on the system. The Home link acts as a quick way to access your dashboard.

Figure: Breadcrumbs navigation

The sidebar has two widgets: My tools and My deadlines (see figure below). My tools contains useful links, while My deadlines shows the deadlines of all your cases and invoices. When you place you mouse cursor on a date with a deadline on the My deadlines, the tool tip shows you the name of the applicable case.

• Add-on: Calendar
• Add-on: Activity management

Figure: Sidebar