Help
Instructions
Write your process once. Sections and steps for each ticket kind and stage become the checklist on every ticket. Each step can carry a cost.
What Instructions are
Instructions are your written process. They are organized by the kind of ticket (Onboard, Change, Offboard, Return) and by stage (User, Device, Quality, Ship), with sections and subsections inside each one.
Whatever you write here becomes the checklist on new tickets. When the process changes, update it once and new tickets follow the new steps.
Edit Instructions
IT opens Instructions from the book icon in the top bar. Use the chips under the top bar to pick a kind or stage. Add, reorder, or edit sections and steps, then save.
Costs
Each instruction has a Cost and justification area, closed until you open it. Enter an amount, whether it is one-time or recurring, whether it is per person or per company, and why it is needed. These costs feed Money.
How Lifecycle Works
The walkthrough called How Lifecycle Works lives on the Help page, not in Instructions. IT admins can edit its wording there. Show Lifecycle Instructions and Hide Lifecycle Instructions on the Help page control whether it appears.