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Imports
Importing is currently only available on certain tables (eg. Products ). 1. On pressing the "Import" button, a form is shown, in the "Upload file" step, that expects file, of type excel or csv, with the required data, sorted into columns. 2. After uploa...
Go To Menu
The two icons above navigation in menu are used for quicker navigation through the ERP and for globally searching through it's data. Clicking the "running man" button opens up an overlay, where you can search through available ERP pages to find, where you w...
Delete print signer
This action requires the "delete print signer" permission. Print signers, who are no longer active, should never be deleted, as they are still used when generating signed documents, created in the past (during the time when they were active signers). Inactiv...
Delete goods receipt
This action requires the "delete goods receipt" permission. Goods receipt cannot be deleted directly, due to the stock transactions that are connected to them. Because of this, goods receipt need to be canceled first. Goods receipt with no stock transactions...
Create new event action
This action requires the "create event action" permission. To add a new event action, navigate to the "Add new action" form, by pressing the "+" button in the top right corner above the table. Event actions should only be added by administrators with acces...
Workflow approval
By clicking on your profile photo, you are taken to your workflow overview page. Here, you can see your monthly workflow, how much leave you have available and your work time statistics. Summary First thing is the Summary section, where the below informat...
Employee documents
This section contains a file manager view, that contains documents, that pertaining, the logged-in user, that you may see. Here you can manage (move, upload, download and delete) all of these documents. The file manager shows, on the left, a tree of your ...
ERP Profile settings
Next to your profile photo, you can find some settings, that alter aspects of the ERP. Set password This settings allows you to setup a update your password, or use "Login with Google only", which will allow you only login with google, "disabling" normal...
Overview
Safety standards are used to set which work equipment is required/available for a certain work position. Example: Work position construction worker would need work equipment Hardhat, safety vest...
Overview
Work equipment represents products/materials that are required by a certain work position. One work equipment can hold multiple versions of the same product (eg. shirts with different confection numbers: M, S, L, XL...).
Create work equipment
This action requires the "create work equipment" permission. New work equipment can be created through the "Create new work equipment" form. When creating a work equipment, at least its name is required. Name: The name should be descriptive, to av...
Update work equipment
This action requires the "update work equipment" permission. Through the update form, you can update: Name of the work equipment Products, that are used as this work equipment How long the work equipment is valid (From and To) Restore interval (emp...
Update safety standard
This action requires the "update safety standard" permission. Through the update form, you can manage: Name and description of the Safety standard Work equipment, that is part of the safety standard Work positions, to which it applies Both work p...
Delete work equipment
This action requires the "delete work equipment" permission. Work equipment can be deleted by toggling their checkbox when viewing in table or by clicking the "trashcan" button on the right. You can only delete work equipment that is not attached to any sa...
Create new safety standard
This action requires the "create safety standard" permission. A new safety standard can be created through the "Create safety standard" form. When creating a new safety standard, at least the safety standard's name is needed. All other information can be e...
Delete work position
This action requires the "delete work position" permission. Work positions can be deleted by toggling their checkbox when viewing in table and clicking the "delete" button. You can only delete work positions that are not linked to any HR departments or HR ...
Delete safety standard
This action requires the "delete safety standard" permission. Safety standards can be deleted by toggling their checkbox when viewing in table. You can only delete safety standards that do not have any work equipment or work positions assigned. If the ...
Update existing country
This action requires the "Update countries" permission. Countries are automatically added, when a new ERP instance is created. All of this information, however, can be updated later if necessary. Information of countries in ERP include: Short country na...