Sittax Monitora EAD - Resumo Completo de Funcionalidades — Transcript

Full transcript

1. 0:00Hello, and welcome to another video
2. 0:03here at EAD. In this video, we will
3. 0:06talk a little bit about the platform as
4. 0:08a whole, in a summarized way, right? So
5. 0:11here, we will cover all the points
6. 0:14within the platform superficially, just
7. 0:16so we can understand how the platform
8. 0:19works and how the features fit into
9. 0:21good daily usability. First, starting
10. 0:25here with the screen, right, with how
11. 0:27the platform itself communicates. We
12. 0:30have two main standards here, right?
13. 0:33The first is the side menu here on the
14. 0:35left. We can click on this little icon
15. 0:37up here on the left, and it opens the
16. 0:40entire configuration and registration
17. 0:42section that we have within the
18. 0:44platform. So, first, we have to make
19. 0:47this distinction. The entire process of
20. 0:49registration, configuration, settings,
21. 0:52and so on. Everything that I have to do
22. 0:54in an operational and preparatory way
23. 0:57to use the platform, I do here in the
24. 0:59side menu. So, first, I have the
25. 1:01responsibility of registering the
26. 1:03companies. Each company may or may not
27. 1:06have a legal representative, right?
28. 1:08Most of the time, it's not needed,
29. 1:09right? But if it is a company that has
30. 1:11one, we register that legal
31. 1:13representative. We have a screen to
32. 1:15upload the digital certificate. And
33. 1:18then all of this, both the
34. 1:19representative and the certificate,
35. 1:21culminates in the company registration
36. 1:23process itself, right? So, here in the
37. 1:25company entry itself, I can attach
38. 1:27which representative I will use for it,
39. 1:29which certificate I will use for it,
40. 1:31and so on, right? So, within the EAD
41. 1:33itself, we will delve into these
42. 1:35screens to get more clarity on this.
43. 1:38Furthermore, we have the platform
44. 1:40control, that is, the users who will
45. 1:42access it. In this case, we have the
46. 1:46admin view, but it is very natural that
47. 1:49we want to register operational users
48. 1:51who will enter the platform and use it
49. 1:53on a daily basis. Whether in the
50. 1:56scenario of an accounting firm, where I
51. 1:58speak of the tax, accounting department
52. 2:00, etc., or in the scenario of a company
53. 2:02, where I have to do, for example,
54. 2:03financial tasks or something similar,
55. 2:05accessing this same platform. So, here
56. 2:08I first have user creation and group
57. 2:10creation, right? Where here in the user
58. 2:13section, I create the access for this
59. 2:16user and define their standard
60. 2:18limitations, right? for example,
61. 2:20regarding access, what they can delete,
62. 2:22if they can't, if they can add things,
63. 2:24if they can't. And regarding groups,
64. 2:27right, we can have a slightly more
65. 2:28specific and comprehensive control. For
66. 2:31instance, here we have a group
67. 2:33separation, where we separate almost an
68. 2:35accounting ecosystem, right, of an
69. 2:36accounting firm. In this case, we
70. 2:40separate the accounting, tax, suppliers
71. 2:42, and HR departments; each one will
72. 2:44have a specific color and each one will
73. 2:46have a different structure. So here I
74. 2:50will have, for example, the separation
75. 2:52in this group to define which companies
76. 2:54will make up this group and which users
77. 2:56will be part of it to set access for
78. 2:58all of them. Furthermore, we have the
79. 3:02entire task management process, which
80. 3:04is this task screen right here. Adding
81. 3:07a point that is very important is that
82. 3:10within the companies, sometimes for a
83. 3:13specific CND, we need to register
84. 3:16custom access. When does this happen?
85. 3:19Usually with a city hall that has its
86. 3:21own specific access, an access that is
87. 3:22not done via digital certificate or
88. 3:24anything like that; it is a proprietary
89. 3:26login created by the city hall itself,
90. 3:28and I need to provide it here to the
91. 3:30platform. So, I will have this access
92. 3:34option here precisely to catalog all
93. 3:36the logins and passwords I will need
94. 3:39for a specific company. Okay? Besides
95. 3:42that, we have some other options here,
96. 3:44right? Like, for example, support, the
97. 3:47tutorials tab, and the tab for
98. 3:49frequently asked questions, right? So
99. 3:53here I have this entire process. Given
100. 3:57that we handle all the operational
101. 3:59control here, now we move on to the
102. 4:01entire monitoring and visualization
103. 4:03process for all the data that the tool
104. 4:06searches for and requests daily. First,
105. 4:10I have this axis here, right, from the
106. 4:12header. So here I will have
107. 4:15certificates, tax status, and domicile.
108. 4:18Domicile separated by its specific
109. 4:20nature. So there is tax domicile, labor
110. 4:23domicile, and legal domicile, okay?
111. 4:26First, certificates. Here in
112. 4:29certificates, it will bring up a
113. 4:30dashboard regarding the statuses. So I
114. 4:33have all the statuses listed up here
115. 4:35and the number of documents in those
116. 4:37statuses. If I click on a specific one,
117. 4:40the view zooms in, right, exactly on
118. 4:42what I need. Otherwise, I already have
119. 4:45the full view of everything I’ve
120. 4:47pulled. So that we can understand which
121. 4:51documents we’re going to request and
122. 4:53bring them to the screen for users, we
123. 4:56have to come here to link certificates.
124. 5:00This is basically where I determine, by
125. 5:03company, which type of certificate
126. 5:06we’re going to monitor and analyze.
127. 5:10So, first, I can set it to pull all the
128. 5:11certificates we have at the federal
129. 5:13level, right? So, I check all
130. 5:16certificates at the federal level, all
131. 5:17at the state level, all at the
132. 5:19municipal level, I can select them all
133. 5:21here, right? And I set it so I want
134. 5:24this for all companies as well. So here
135. 5:26in federal, for companies, I can also
136. 5:27select all of them. With this
137. 5:29configuration, the system would pull
138. 5:32everything possible for all companies,
139. 5:34but obviously, I can categorize this
140. 5:37and even define it in a more optimized
141. 5:39way, right? It’s a standard process
142. 5:42for each one. So I can remove what
143. 5:44won't be of good use. Once I create
144. 5:48this link, the system itself starts the
145. 5:50request to pull this documentation and
146. 5:52it all stays here processing, right?
147. 5:55Once it’s processing, it will return
148. 5:58the finding: either it managed to pull
149. 6:00the document and will classify it as
150. 6:03negative, with an impediment, or
151. 6:05positive, in the case of a CND; or
152. 6:07you’ll receive a message saying, for
153. 6:10example, that it wasn't possible to
154. 6:12access the certificate because the
155. 6:15company doesn’t have an active
156. 6:17certificate linked. And then the
157. 6:20platform itself will guide you on
158. 6:22what’s missing to pull that specific
159. 6:24document, that certificate. So here on
160. 6:26the screen, it’s very specific, right
161. 6:28? Very straightforward. I can perform
162. 6:30the actions process, right? On each one
163. 6:32of them. I click here on actions, I can
164. 6:36view this certificate, and so on. I can
165. 6:38do this in batches too, right? So, if I
166. 6:40want to select all certificates
167. 6:42together and perform an action, for
168. 6:44example, downloading them all, I can.
169. 6:46We dive a little deeper into the middle
170. 6:49of this process. Besides that, we also
171. 6:52have the possibility to create tasks,
172. 6:55right? So, task management is something
173. 6:57that is very well explored within the
174. 6:59tool, right? We can create a
175. 7:02communication ecosystem between several
176. 7:04users to carry out this process, where
177. 7:07we can click to assign a task and
178. 7:09create an analysis task for a
179. 7:11responsible user. So here I first set
180. 7:14the person responsible and the deadline
181. 7:16. This task will be created, but once
182. 7:19it is created here in the task
183. 7:22management menu, I already have a list
184. 7:24of all the tasks being performed here.
185. 7:27Since the user is an administrator, I
186. 7:30have access to all tasks from all users
187. 7:32, but I can also choose to view only my
188. 7:34own. So here I have a view of all my
189. 7:36tasks and I can see that everything is
190. 7:38completed. I can also see the details
191. 7:41of this task here. Here I have a chat
192. 7:44where I can include all the
193. 7:45documentation regarding what was
194. 7:47discussed within this task. So I have a
195. 7:51whole chat here, a series of responses
196. 7:54from the simulated team so we can show
197. 7:56how practical this feature can be for
198. 7:59communication between departments,
199. 8:01people, and especially regarding
200. 8:03demands. Sometimes I have a specific
201. 8:07certificate there or a tax situation
202. 8:09that has some kind of pending issue.
203. 8:12and I need to take some kind of action.
204. 8:15And this communication is handled 100%
205. 8:17within Sidx Monitora itself, through
206. 8:19the users we have registered here. The
207. 8:22same view is also available here for
208. 8:25tax status and domicile. So there is
209. 8:27always a dashboard here with a list
210. 8:29below it. Regarding the domicile, there
211. 8:32is also the full list of mailboxes,
212. 8:35regarding everything that has arrived,
213. 8:38the total number of messages classified
214. 8:40as important, read messages, and unread
215. 8:43messages. So we also bring all this
216. 8:45documentation here in a ready-to-use
217. 8:47format. In addition to the
218. 8:50documentation that we already retrieve
219. 8:53automatically once the company is
220. 8:56registered with the necessary data, we
221. 8:58also have the possibility to upload
222. 9:01files and documents that are specific
223. 9:04to a process that we cannot look up. So
224. 9:08, for example, I have a contract signed
225. 9:10with a partner company, or a permit
226. 9:12that I need to comply with. I have a
227. 9:15screen here that is specifically for us
228. 9:17to manually insert these documents. And
229. 9:20here is the documents screen. So here I
230. 9:22have the list of everything that was
231. 9:24entered manually, but I can also
232. 9:26register documents here. I input which
233. 9:28company is linked and which group type
234. 9:30will operate it. I can specify the type
235. 9:33, whether it’s a permit, an
236. 9:35authorization, a license, right? And so
237. 9:38on. And then I can process the
238. 9:40expiration date along with creating a
239. 9:43task to assign this expiration to a
240. 9:46specific user, a user within the
241. 9:48platform itself. That’s it. The EAD
242. 9:52is extremely comprehensive, right? This
243. 9:54was really just for us to give a
244. 9:56superficial overview of how the tool
245. 9:58works. The most complex part is really
246. 10:00the registration, isn't it? So, we
247. 10:02first register the companies, create
248. 10:05the links, see what needs a certificate
249. 10:07, what needs a representative, what
250. 10:09requires specific access. We handle
251. 10:12that registration in each specific area
252. 10:15, and then the certificates are updated
253. 10:17on a recurring basis. What remains is
254. 10:19the task management control and the
255. 10:22control of the certificates themselves
256. 10:24for downloading, analysis, etc., right?
257. 10:27And that’s it.