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Manage create and duplicate functionalities
This action requires the "update documents" permission. On the document's page, it is possible to define "rules", that determine what values are written into what fields. (eg. a date field is, by default, set to today's date on the 'create' form). Create...
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...
Adjusting target margins for product categories
You can set target margins for product categories by adjusting the percentage in the target margin column. After making an adjustment, the system will provide two options: "Save" and "Save & Apply: The "Save" option only changes the target margin for the...
Price list products
Clicking on a product category in the hierarchy view opens up the product list for that category, e.g. Network accessories. The "Listed products" column displays product's short name along with a hyperlink icon. You can hover the hyperlink to display som...
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...
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...
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 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 ...
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...
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...
Overview
Work positions are used to determine employee tasks, department and authorization within the ERP.
Adding work equipment for work position
This action requires " view safety standards, view work equipment and update work positions" permissions. Before adding work equipment for a work position, the work position needs to have safety standard(s) attached. Work equipment, that can be added for a w...
Create work position
This action requires the "create work position" permission. A new safety standard can be created through the "Create work position" form. When creating a new work positions, you need at least the work position's name, its international title and leave bonu...
Update work position
This action requires the "update work position" permission. Through the update form, you can manage: Name and international title of the work position: If the work position does not have a different international title, it can be the same as the nam...
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 ...
Multiple people editing a form
It often happens that multiple people are editing a single form at once. You can see who is editing the form in the "presence channel", next to the record's document number. When one editor saves the form, it is automatically disabled for everyone else and...