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How do I assign roles to categories?
Right-click on a document category and select Edit... In the central column (visible for user groups) you can select a role per user group.
How do I create a new document?
Click on New document. Click on to select the document. Enter or edit the Name. The name of the document will be automatically generated based on the chosen document. In the right column, select the locations for which the document should be visible. C...
How do I create a template?
Click on Administration in the sidebar. Select Documents. Select Templates. In the screen Manage templates, click on New... You can now enter the basic information from the new template. Click on to link the document. Enter the Name for the template. ...
How do I edit a template?
Right-click on the template and select Edit template... The template can now be edited in an external editor Save the file in the external editor and close the editor
How do I create a document based on a template?
Click on New template document. Select a template from the drop-down menu. Complete all required fields. Select the location in which the document has to be visible. Click on Save & close to create a document based on the template.
How do I complete a form?
Click on New form and select the desired form. Enter at a minimum the mandatory fields. Select the location(s) where the form should be displayed. Click on Save and close to create the form. Enter at a minimum the mandatory fields. Click on Save & close...
How do I make a form ‘read only’?
Right-click on the form. Select Edit properties... Select the option Is closed. You may find that the option Is closed is not visible after step 2. In that case, click on More details >> and go to step 3. Only users with the authorization Allowed to re...
How do I delete a document?
Right-click on the relevant document in the document list and select Delete... Select the location from which the document should be deleted. Click on Ok. Choose Select all to delete the document from the office version as well.
What is the difference between duplicate and copy?
When you duplicate a document or category, they can only be copied in the same category. When you copy a document or category, you can also copy them to another category.
How do I obtain editing rights?
To prevent discrepancies in the content of a document, an editable document cannot be edited at multiple locations at the same time. This means it can either be edited in the office or on the ship. If the menu option Edit document is not available, editing rig...
How do I see what happened to a document?
Right-click on a document. Select View log...
How do I search for a document?
Enter a search term into Search... All documents that contain the search term will be displayed. The search will be carried out at all locations. The search can be specified by selecting a specific view option or category.Only the document properties a...
How do I create a document task?
Right-click on the document and select Add task. Enter the fields Due date and Description. Assign the task to a user. Select the Status. Click on Save & close. Private: only visible by this person; not synchronized to the ship.Confidentia...
How do I enter the actual values?
Click on Update values. Enter the actual measured values and click on Save & close.
How do I enter received / delivered bunkering?
Received Click on Fill bunkering. At Operation type, select Received and enter the received quantities. Click on Save. Delivery Click on Fill bunkering. At Operation type, select Delivered and enter the delivered quantities. Click on Save.
How can I see my consumption?
Click on Print. Select a Start period and End period. Select a Location. Click on Preview.
How do I edit historical FLGO values?
Go to the module History. Select FLGO. Click on Search to search for the incorrect value. Right-click on a line. Click on Edit... to edit a line. Click on Delete... to delete a line.
How do I create a new FLGO item?
Go to the module Settings. Click on FLGO items. Click on New. Enter the mandatory fields and click on OK. If the desired unit cannot be selected, the MXSuite administrator can add it.
How do I add a report?
Select the category in which to place the new report. Click on New... Complete all required fields. Click on Save & close.
How do I delete a report or a report category?
Right-click on the report (category) you want to delete and select Delete... Click on Yes to confirm deletion. Only non-system reports can be deleted.