The configuration is the section where all settings, categories and options are set-up. To modify any of those, you need to have the right security access.
1. Navigate to the Configuration module by selecting ‘Configuration’ from the menu bar across the top of your screen.
2. On the next page, you will see the equipment configuration section. Add a new item by clicking on the
button above or click on
to edit an existing item.
3. To add a new equipment category, input its name, select a project role from the drop down and click on the ‘Save’ button.
4. If you chose to edit, take the following steps:
(a) make the necessary changes and click on the ‘Save’ button to confirm and return to the previous page.
(b) Click the
next to an existing equipment and scroll down to see the equipment document categories, select a new document (1) and click on the ‘Save’ button (2) to finish.
