0.1. Terminology

Below is a list of words commonly used within the SocrateCloud application:

• System

  • represents the application level where settings and definitions applicable to all tenants are stored;

  • only a the System Administrator role can edit records defined at system level, but it has no access to records defined at tenant level;

• Tenant

  • tenants represent independent juridical entities within SocrateCloud;

  • security and access rules are maintained at tenant level through roles. Details in Security;

  • each tenant can have one or more subordinate organizations;

  • tenants can not share data with other tenants;

• Organization

  • • organizations can be juridical entities or independent units within a juridical entity;

    • examples of organizations: Branch, Division, Store, Department, etc.

  • organizations can share data at tenant level or may have their own data;

  • the organization can be a legal entity.

• Business Partner

  • business partners represent entities which you carry out business relations with;

    • types of business partners: Vendors, Customers, Employees;

• Document

  • a operational or accounting record or another collection of data;

  • documents must belong to an organization;

  • a document is usually the subject of a workflow and goes through multiple states: Drafted, Complete, In Progress, Invalid, etc.

  • by going from a status to another documents generate specific effects within the system, similarly to SocrateCloud processes;

• Active Dictionary - contains definitions of a data entity (type, validation, etc.), how it is displayed (label on screens reports, help, display sequence position relative to other fields). Details in Active Dictionary;

• Windows and Tabs

  • windows contain a main tab (header) and optionally multiple secondary tabs (lines);

  • both the main and secondary tabs are based on tables;

  • the fields within a tab are linked to columns within the corresponding table;

  • windows are used to manage table records individually;

• Reports - reports are used to export records as PDF, excel, CSV, etc. Details in Printing;

• Processes - processes are used to create, delete or edit multiple records within SocrateCloud based on a specific algorithm.