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téo Documentation

website·Indexed 32 days ago

https://aide.teoapp.fr

Comprehensive guide for the téo platform, covering organization administration, agenda management, electronic attendance (émargement), communication tools for emails and SMS, contact directory management, and production dossiers.

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What's inside téo

  1. Overview of Internal Announcements (Les infos)

    The 'Les infos' panel is an internal communication tool used to broadcast announcements, press releases, and news to the entire organization (advisors, managers, administrators). These announcements are strictly internal and are never visible to beneficiaries or external contacts.

  2. Overview of electronic attendance signing

    Electronic attendance signing allows participants and trainers to sign attendance sheets digitally via email links or directly on a screen, replacing paper processes. It uses a 'simple electronic signature' (Level 1 eIDAS), which serves as a beginning of written proof. Note that once a signature is recorded for a session, the session's Date, Start Time, and End Time are locked and cannot be modified.

  3. Overview of téo Automations

    Automations in téo allow you to schedule the automatic sending of emails, SMS, or questionnaires based on specific rules. A rule consists of a trigger (event) and an action. When the event occurs and conditions are met, the action is executed automatically and tracked.

  4. Overview of Mémos in téo

    Mémos are used to record information, plan tasks, or keep reminders visible within téo. They can be personal or linked to specific entities such as folders, groups, people, companies, invoices, or sessions.

    There are two primary types of mémos:

    • Notes: Purely informational records.
    • Tasks (À faire): Actionable items that can be planned, assigned to a user, and closed.

  5. Overview of available téo integrations

    téo supports several integrations to automate workflows and enrich data:

    SystemFunction
    Prest@ppliAutomatic import of prescriber appointments
    LuccaSynchronization of HR absences in the calendar
    Telephony (click-to-call)One-click calling (enabled by default)
    3CX / Keyyo IntegrationCall logging and screen pop-ups (paid option)
    Microsoft TeamsVideo conferencing
    SSOUnified authentication
    Pennylane PAB2B electronic invoice sending
    France TravailImport of payment CSVs via the 'Règlements France Travail' view
    Chorus ProPublic sector invoicing
    RésoVAELink to the Nouvelle-Aquitaine VAE platform

  6. Overview of the téo rdv appointment booking workflow

    téo rdv is a companion application that enables beneficiaries or prescribers to book appointment slots online without calling the counselor. The process follows three main steps:

    1. In téo: The counselor creates empty appointment slots (sessions) which act as availabilities.
    2. In téo RDV: The beneficiary accesses the interface, views available slots, enters their details, and confirms the reservation.
    3. Back in téo: The appointment automatically appears in the agenda, the beneficiary's file is created or linked, and notifications are sent.

  7. Overview of téo's infrastructure and hosting

    téo is hosted on Google Cloud Platform (GCP). The primary data region is europe-west1 (Saint-Ghislain, Belgium), with secondary regions in other europe-west locations to ensure low latency for European users, GDPR compliance, and geographic redundancy. The infrastructure utilizes the following GCP services:

    • Cloud Run: Containerized application execution with auto-scaling.
    • Cloud Functions: Serverless functions for point tasks.
    • Cloud SQL: High-availability relational databases (MySQL and PostgreSQL).
    • Firestore: NoSQL database for real-time data.
    • Cloud Storage: Secure storage for files and documents.

  8. Overview of flo activity integration

    flo is a companion application for téo used to manage advanced support forms. When a service (prestation) is linked to a flo activity, users can fill out a structured form directly from a dossier. Data entered in flo is automatically synchronized and made available for document generation in téo edit.

  9. Overview of the Requêteur tool

    The Requêteur is used to create custom data extractions that end-users can execute from the Production, Facturation, or Annuaire sections.

    Access Path: Administration > Contrôles des données > Requêteur

    Available Modules

    ModuleDescriptionPrimary TablesUser Access Path
    ProductionBusiness dataDossiers, groupes, bénéficiaires, conseillers, prestationsProduction > Rapports > Requêtes
    FacturationFinancial dataFactures, encaissements, clients, règlementsFacturation > Rapports > Requêtes
    AnnuaireContact dataPersonnes, sociétés, types d'entitésAnnuaire > Rapports > Requêtes

  10. Overview of Products in Teo

    A Product is a commercial catalog item used for quote lines priced by quantity tiers. It is distinct from a 'prestation' (service/session) or 'tarification' (market/funding). Crucially, a product will not appear in a quote unless it has at least one associated pricing grid (grille).

  11. Overview of the Pilotage module in téo

    The Pilotage module serves as a central dashboard for monitoring activity, analyzing performance, and decision-making. It provides visibility into four main areas:

    • Production: Tracking files, hours, and sessions.
    • Revenue (Chiffre d'affaires): Monitoring realized and forecasted revenue, and pricing analysis.
    • Performance: Evaluating team and advisor metrics.
    • Analysis: Studying trends, origins, and motifs.

  12. Overview of téo management platform capabilities

    téo is a centralized management tool for training, consulting, and support activities. It provides the following core functionalities:

    • Scheduling: A full calendar for planning sessions, meetings, and appointments.
    • Beneficiary Tracking: Structured files to manage the end-to-end support process for individuals.
    • Contact Management: A centralized directory for people and organizations.
    • Billing: Tools for creating quotes, invoices, and tracking payments.
    • Activity Monitoring: Dashboards to track production and revenue.
    • Communication: Personalized email and SMS sending with automation options.