It is easy to show the progress on Project or Work Order with signalling. You can choose between signalling colour options.
In Control+ you have a general toolbar visible in all the pages of the system
From toolbar, you can choose menu
Go to dashboard by clicking the Control+ logo
From toolbar right side, you can change language.
From toolbar right side, you can also see notifications.
From toolbar right most side, you can access quick dropdown menu where you can easily change active company, access your profile or manage Announcements.
From toolbar beside Control+ logo, you have another dropdown menu from which you can access company sections.
Notes are available all over the system. To save an entered note click SAVE.
It is simply to work with multiple tabs at one time.
Moving through system is possible in multiple ways.
If a text is colored in Red, then it is link, which can be clicked! By clicking on the link, you can go to its respective page and see the details.
Why Control+ account?
For using the Services of Control+ you need to sign up Control+ account. Your account keeps everything that you need on the device in hand, whether you use a computer or mobile device.
For using the services of Control+ you need to sign up an account.
Shortly after signing up you will receive approving email for verification. Verify your account and then you can Log in to the system Control+.
To be able to use our various Services you need to LOG IN to Control+.
If you select Remember me in check box you can save your password on your device. Next time your password will be automatically entered.
If you forgot your password, follow these steps to get into your account.
You will get an email with link where you can go to the reset password page and type a new password.
If the reset password doesn't work
Changing settings in your account can result in problems with log in and resetting password might not work.
Please check issues below:
If you get a message that your profile is temporarily blocked, we may either have detected some fraudulent use of your account or maybe it is due to non-payment.
After Logging In to the system. You'll see the Control+ Dashboard.
Notice the yellow bar. Complete your profile by clicking the "here" link in yellow bar as shown below to remove the warning message and continue forward.
Your profile data can be later managed in My profile. In My Profile you can update your information (name, contact info, email…).
Once you complete your profile. You can then create the company from Dashboard by clicking the button in Dashboard page as shown below.
You can also go to companies page to create company. Links to companies, dashboard can also be accesses via main menu at the top left side of the page.
You can transfer your company ownership to another credential.
In the right corner at main toolbar click on dropdown button with your name and a Small Menu will appear.
Click My Profile
Company Data can be inserted, monitored and updated in My Companies section.
You can create multiple Company accounts. (This is good option to use to create Company Branches)
Activation will allow you to work on an active Company.
If you have multiple company accounts, you can easily change it in Profile menu by clicking the desired Company name or Activate it in Companies section.
Dashboard can be accessed from anywhere by going to Menu and clicking the .
Dashboard is view where you can see all important data at one place. Projects, Work orders, Plans and Announcements. With click on every cards and info boxes, you will enter into the selected category.
To add a New User to the Company you need to send an Invitation.
Manage Company Users
Users can easily be updated or archived by using buttons.
Use the search bar as shown below for searching.
Archived Users will be unable to connect to Company account.
User Permissions can be managed by assigning UserGroups to the user. Read more about that in Creating Group Permissions.
Printing and Exporting Users
User lists can be Exported to multiple types: Csv, Excel, PDF or it can be Printed out.
Click to open dropdown menu and click
In the system Permissions are managed using USERGROUPS.
By assigning users to usergroup with limited permissions, users can be given permissions from the usergroup.
In the system there are already set up three User groups with default permissions. You can chose to use those of create your own usergroups
|Edit Company Profile||User is able to edit Company Profile|
|Manage Subscription||User is able to Manage Subscription|
|Access Support Ticket||User can Access to Support Tickets|
|Send Support Ticket||User can send Support Ticket, To be able to Send Support Ticket user should have also permission Access Support Ticket|
|Manage User Groups||User can add, edit and archive User Groups|
|Manage Contact Organization||User can add, edit and archive Contact Organization|
|Edit Company Settings||User can Edit Company Settings|
|Access Audit Trails||User can Access Audit Trails|
|Invite Users||User can invite other Users|
|Manage Organizational Structure||User can add, edit and archive levels of Organizational Structure|
|Manage Teams||User can add, edit and archive Teams|
|Manage Code Generator||User can define Code Generating|
|Edit Users||User can edit other Users|
|Manage Contacts||User can add, edit or archive Contacts|
|Manage Announcements||User can add, edit or archive Announcements|
|Manage Proposal||User can add, edit or archive Proposal|
|Approve Project||User can approve Project|
|Manage Project||User can edit Project|
|Manage All Projects||User can edit all Projects|
|View Work Order||User can only view Work Order|
|Manage Work Order||User can add, edit and archive Work Order|
|Manage all Work Orders||User can add, edit and archive all Work Orders|
|Approve Work Order||User can approve Work Order to finish|
|Manage Planning Periods||User can add, edit or archive Planning Periods|
Creating New User group
By creating User group, you will be able to set Group Permissions for Users.
Edit User group permissions
If you want to change already set permissions to user groups, click and enable or disable one of the available permissions.
Archive User groups
If you do not want to use any User groups any more, you can easily archive them.
Restore User groups
Create New Team
Teams are groups of selected Users. To create a New team, follow steps below:
Team members can be added or removed from a team by clicking the Edit Team button
In the system Control+ you can create Central Company Contacts lists. It is possible to create two types of contacts lists; Contacts and Contact Organization
Create New Contact Item
Create New Contact Organization Item
VAT Identification Number
VAT Identification Number prevents doubling of data, which can lead to incorrect reports. We suggest that you keep it Obligatory.
To make VAT Identification Number Obligatory, follow steps below:
Edit, Disable and Archive Contacts Item
Export and Print Contacts
Contacts can be Exported or Printed out with a click on standard export button
Contacts can be imported from existing system via various files. To import, follow steps below:
System is designed to enable three levels of organizational structures.
Adding new Program, Category or Group
Edit or Archive Program, Category or Group
In the system Control+ it is possible to Automatically generate custom codes or Manually enter codes for different Items (Projects, Work Orders, Contacts…)
Defining Algorithm for Automatic Generating Codes
In Code Generation you can define definition how the system will generate Code for specific Items.
For example: If you choose under Text: PR and then auto generated number like below, your first project when approved will get number: PR0000001.
Projects can be created in Projects section
Projects List is available in the form of Project Cards
On projects cards important information are seen:
Filters and Search
Filter is possible by:
To use filter
To search items, put the keyword in the search area and click Enter key.
Add New Project
EDIT and SHOW view of project
By default, when you go tp Project page, first you enter into SHOW view. The most important information about Project is seen all in one place.
Only Users with "Manage Project" permission can go to EDIT view of project using the button and manage it.
Export and Printing Project List
Projects list can be Exported or Printed out by clicking on standard export button
Moving through system is also possible by clicking to the level you would like to go.
In Project, two types of signaling are available.
Needs Special Attention
In every stage of Project after starting, there is an Iteration History Report available.
Click View to open the Iteration History Report.
Project can be managed through four phases
Project Phase Changing
This stage is Project Proposal all needed information will help to become good decision about project providing.
In this stage a project is neither approved nor started. The Project do not have code at this stage.
Project proposal can have information below:
In this area are basic information about project:
Companies have different Organizational structures. In the system Control+ it is possible to use three (3) level of organizational structures:
To be able to use Company’s Organizational Structure it needs to be first defined in the section Settings!!!
Here you can enter the initial estimated dates for the project. Start and End dates are automatically recorded by the system as you go through different phases of the project.
Budget & Cost-Benefit Analysis
Here, you can enter the overall budget of project along with other calculations and estimations that are necessary for the project
Methodologies, Rules & Other Estimations
Here, you can enter:
Project Team Tab
Proposed Project Team members can be added in Project Proposal. Team members can be changed anytime.
Project Milestones Tab
Project Milestones can already be defined in the Initial stage and can be changed till they do not have depended Payments or Work Orders.
In Action bar there you can Edit milestone with click , you can Complete milestone by clicking and the State will turn to Completed. With milestone can be Deleted.
In the Payments Tab you can track Payments on the Project
If Project has a Contract, you can upload it into the system in Contract Area
Risk estimation can be done in project in Risk Tab
You can learn more about Risk management in our webinars!
In the Files Tab other Project documents can be uploaded.
Submit For Approval
To get to Planning Phase the project proposal needs to be SUBMITTED and APPROVED. For approving, the Submitted for Approval button needs to be clicked.
The approving authorities will get a notification that Project is waiting for approval. Approving authorities will need to ACCEPT or DENY the Project Proposal.
Once the project is approved it cannot be archived but it can be Terminated.
Termination of Project is controlled by authority who needs to ACCEPT or DENY the Terminations of the Projects!!
When the Proposal is Approved, it goes to Planning Phase.
In the planning stage you can plan project in details. When plan is finished the project can be stated with START PROJECT button
If there is a need to change Planned values, it can be improved with Re Plan button and going to Planning Phase again.
This is Exception.
In the Workorders Tab, you can see workorders which are added to the project.
But in this phase they cannot be created directly from Project. Option to create a New Work Order directly from Projects is available in Phase: Execution.
After Start, project is officially running and phase Execution begins.
The Project has now a Project Code!!
In this stage the Workorders can be created and managed directly from Projects.
Re-Plan Project Data
Planned project data can be changed multiple times. Use option REPLAN and change your data.
Original data is saved and all Re-planned Iterations can be seen in Iteration History Report.
Finishing project is the last stage. The project can be Finished with Finish Project button.
Workorders can be created at:
The Workorders section will appear. Workorders list is available in the view of Cards. On Work Order Card important information and signs are seen.
For easy management and work organization, we use some signs for visual communication.
Progress Signaling Flag
It is the progress color. The Progress color can be changed on Workorder Edit View.
Workorder is Lead
The system know four workorder types:
To change the type you need to:
When the workorder is Overdue. The clock sign will go red in color indicating overdue state.
Sometimes pictures speak more than words. For easier communication in team you can choose EMUI on Work Order. Specific EMUI will put signal maybe additional help is needed, maybe not all issues have been considered, maybe it is emergency … Also Custom made EMUI are possible.
Only user with permission to manage can change EMUI on Work Order.
Chat and Comment Area
In SHOW view, at the bottom, there is also a Chat Area where you can communicate with other team members who are working on a specific Work order.
Comments are possible to add: click to Add a New Comment on Work Order.
Emailing Workorder PDF
Work Order can be send by Email. The Work Order will be sent as a PDF attachment.
Filters and Search
Filtering is possible by:
In Search area put key word to search for and click GO!
EDIT and SHOW views of Workorder
By default, when you go on Work Order, first you enter into SHOW view. The most important information from Workorder are seen there.
Only User with Manage Permission can go to EDIT view of workorder by clicking button.
Workorders can be formed in multiple ways like:
Workorder belongs to Project
To Create a New Work Order from Project Area.
To Create a New Work Order and connect it to the Project.
Independent Workorders - Without Project Dependency
Independent workorders are Standalone Workorders that do not belong to any Project.
Independent Work Orders can act as:
Create Independent Workorder
Create New Work Order acting like Simple Project
The Lead Work Order is Responsible for all Dependent Work Orders. In this case Lead is acting as a simple Project.
Work Orders can be saved as a Template.
Templates are available at Templates section
Every Created Workorder can be Copied.
Archive / Resrote Workorder
Workorders can be Archived.
Archive is possible only in state Pending.
When Work Order is created is in state Pending. You need to put minimum required information (planned dates and responsible person) that Work Order can be Started.
State: Running (Started)
Work Order can be Started with Start button . In this state Work Order can be fully managed.
State: Finished and Terminated
Started Work Order can be Finished or Terminated.
Only Finished workorder can be Re-opened
Codes of Work Orders can be generated Automatically or you can enter it Manually. If the Code generation is set to Automatic then it will be generated otherwise it is Manual.
For Automatic set Code generation, you need to go to Settings area.
After you set Code Formatting on Automatic you need to set up Generating algorithm.
The Centre of Work Order is Description Field.
You can create varieties of Work Order customized on your need in description field. It can be customized and created as template so it is simple to use multiple time.
Managing Lead & Dependency
Work Orders can be dependent from each other. They can act as some kind of simple Project.
Dependency is managed in Edit view
At Plans tab you will be able to see how Work Order is plan to work through Planning period.
In the Files Tab other Working documentation can be uploaded.
System Control + allow you to Plan Work for defined Planning Period.
Opening A Planning Period
Editing planning period is possible by clicking button.
To Archive planning period, click dropdown menu at the side of the plan card as shown below.
Adding Workorder To Planning Period
Updating Hours Worked – Realization on Workorders
When planning period is closed the real work begin and from that point forward reporting is possible.
All changes Create, Update and Delete made in the system Control+ are recorded in Audit Trails.
You can use Filters for selecting the views. Filtering is possible by:
If you like to put Announcements to the Company Users, then:
Notifications appears in Notifications Box.
Notification box has Bell
When the Bell is colored RED then there is New Notification for You.
To see the Notification click on Bell and select View all notifications.
Mark all as read will disable Red Bell without reading the Notification.
In this section:
How to communicate with us?
We will try to response on your Ticket as soon as it possible.
When we response on your Ticket, you will get Notification.
To see the Response:
Reply on Ticket:
To find information about system Control+ and how to use it you need to go to User Guide.
FAQ - Frequently asked questions
In this section we put most Frequently asked questions.