Step 1: Fill the Clients Table
This table stores information about each client using the system.
👉 Click here to learn how to fill the Clients table in detail.
Step 2: Fill the Modules Table
This table stores information about different functional modules available in the system, allowing you to:
👉 Click here to learn how to fill the Modules table in detail.
Step 3: Fill the ModuleSettings Table
This table contains the core settings for each module such as visibility, default options, and client-specific configurations.
👉 Click here to learn how to fill the ModuleSettings table in detail.
Step 4: Fill the ModuleSettingOptions Table
This table contains the available options for each module's settings.
👉 Click here to learn how to fill the ModuleSettingOptions table in detail.
Step 5: Fill the ModuleLangSettings Table
This table contains the multilingual settings for each module.
👉 Click here to learn how to fill the ModuleLangSettings table in detail.
Step 6: Fill the Branches Table
This table contains the branch-specific information for each client.
👉 Click here to learn how to fill the Branches table in detail.
Step 7: Fill the BranchQuestions Table
This table manages the branch-specific questions for each client.
👉 Click here to learn how to fill the BranchQuestions table in detail.
Step 8: Fill the ClientBranchModuleSettings Table
This table manages the module-specific settings for each client branch.
👉 Click here to learn how to fill the ClientBranchModuleSettings table in detail.
Step 9: Fill the Organisation Structure Master Table This table defines the high-level organizational hierarchy (e.g., Clusters, Locations) for each client, establishing parent-child relationships.
👉 Click here to learn how to fill the Organisation Structure Master table.
Step 10: Fill the Organisation Structure Table This table maps the actual organizational units under each client, linking them to the master structure, branches, and modules.
👉 Click here to learn how to fill the Organisation Structure table.