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How do I email certificates?
Click on Email... Select the email you want to send. You can select all certificates and all a...
How do I copy all certificates in a category?
Right-click a certificate category and click Copy... Select the location where you want to cop...
How do I mark a survey as completed?
In the timeline of the certificate you want to extend, double-click on the symbol (this is only...
How do I reorder certificates?
Right-click on a Certificate and select the option Reorder certificate items... Select a certi...
How do I reorder categories?
Right-click on a Category and select Reorder certificate categories... Select a category and u...
How do I create a new certificate?
Click on New. Select the Certificate type. Annual: A survey will be planned annually for th...
What do the symbols mean?
Symbol Explanation The green ball indicates that a survey or certificate needs to b...
How do I reorder the details?
Right-click on a detail and select Reorder attributes... Select a detail and use Move up and M...
How do I add a detail to a category?
Select the desired category in the tree structure. Select Details. Within the properties area...
How do I specify hazardous material documents?
Right-click on a part and select Edit... Go to the tab General details. Select the option Haz...
How do I link a part to a supplier?
Right-click a part and select Edit... Navigate to the Supplier tab. To set a preferred suppli...
How do I link a part to a category?
Right-click on a part and select Edit... Go to the tab Category. Select the category where th...
How do I move stock to another location?
Right-click on a part and select Edit... Go to the tab Stock from other locations. Click righ...
How do I adjust the stock?
The stock is automatically adjusted when: a maintenance task is executed to which parts are li...
How do I delete a part?
Right-click on an part and select Delete... (you can select multiple parts at once). Click on ...
How do I make a part visible for another location?
Right-click on a part and select Edit... Go to the tab Stock from other locations. Select the...
How do I link extra suppliers to a part?
Right-click on a part and select Edit... Go to the tab Suppliers Click on Select suppliers an...
How do I add a part?
Click on New... Complete all required fields. Click on Save & close. Own code: There is an...
What do the colours in the overview mean?
The following colors are used in the overview: red: the actual stock is less than the minimum ...
How do I undo a completed task?
Go to the module History. Select Assets tasks. Right-click on the task and select Mistake. C...