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18 total results found

Manage create and duplicate functionalities

Admin Documents

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...

documents

Go To Menu

General

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...

general-info
sort_order
3

Adjusting target margins for product categories

Price lists Price list manager

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-versions

Price list products

Price lists Price list manager

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...

price-list-versions

ERP Profile settings

User profile

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...

user-profile
sort_order
1.5

Overview

Code lists Safety standards

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... 

safety-standards
sort_order
1

Create new safety standard

Code lists Safety standards

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...

safety-standards
sort_order
2

Update safety standard

Code lists Safety standards

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...

safety-standards
sort_order
3

Delete safety standard

Code lists Safety standards

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 ...

safety-standards
sort_order
4

Create work equipment

Code lists 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...

work-equipment
sort_order
2

Update work equipment

Code lists 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...

work-equipment
sort_order
3

Delete work equipment

Code lists 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...

work-equipment
sort_order
4

Overview

Human Resources Work positions

Work positions are used to determine employee tasks, department and authorization within the ERP.

user-work-positions
sort_order
1

Adding work equipment for work position

Human Resources Work positions

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...

user-work-positions
sort_order
5

Create work position

Human Resources Work positions

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...

user-work-positions
sort_order
2

Update work position

Human Resources Work positions

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...

user-work-positions
sort_order
3

Delete work position

Human Resources Work positions

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 ...

user-work-positions
sort_order
4

Multiple people editing a form

General

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...

general-info
sort_order
12