Click Admin, then Configuration Tables.
Use the drop-down list in the top right-hand corner of the screen to select a configuration table.
From the toolbar create, delete records or edit existing records.
Throughout InEight Document there are attributes that can be assigned to mail, documents, transmittals, packages, etc from drop down lists.
The values in the drop down lists are defined on a per project basis via the InEight Document configuration tables.
To access the configuration tables:
Click Admin, then Configuration Tables.
Use the drop-down list in the top right-hand corner of the screen to select a configuration table.
From the toolbar create, delete records or edit existing records.
|
Field |
Description |
|---|---|
|
Documents |
|
|
Areas |
Additional classification eg sections of a plant or stages of a road project |
|
Categories |
Can be used to further classify a drawing type in the system and are part of the upload rule |
|
Disciplines |
Disciplines are mandatory, they are part of the upload rule, distribution of documents; trigger a workflow and determining Review Teams. |
|
Locations |
Typically, the physical delimiters on a project |
|
Status Codes |
A mandatory field used to reflect where the document is in its life cycle. The Status can also be used as an element in the upload rule. |
|
Types |
An additional classification for documents and are part of the upload rule |
|
|
|
|
Areas |
This Field can also be used in Mail to be used in Search Filters |
|
Disciplines |
This Field can also be used in Mail to be used in Search Filters |
|
Locations |
This Field can also be used in Mail to be used in Search Filters |
|
Mail Status Codes |
This status can assist when managing large volumes, the status is applied when creating or responding to mail. |
|
Address Book |
|
|
Contact Title |
Used when adding names to the address book eg Mr. |
|
Trade |
Used to categorize companies, companies can be allocated to more than one trade |