Click here to view the "Team Settings" video
Step #1
Click here
Step #2
Click Team Settings
Step #3
This is your Team Name
Step #4
Module Settings
Step #5
Click on Dashboard
Step #6
Enter a new "Menu Name" or leave it as default.
Step #7
Select a new "Icon" for your menu item or leave it as the default.
Step #8
Choose to show this module in your sidebar or to disable it from use.
Step #9
Click "Save" to save your changes and/or click into the grey area on the left of the screen to exit this panel.
Step #10
Click on "Orders".
Step #11
Choose your settings for the "Orders" module. This module is optional so you can disable it here.
Step #12
Choose to enable or disable from the navigation sidebar.
Step #13
Note:
Step #14
Click "Save" to save your changes and/or click into the grey area on the left of the screen to exit this panel.
Step #15
Click on Part Manager
Step #16
Click here to allow for revisions
Step #17
Click "Save" to save your changes and/or click into the grey area on the left of the screen to exit this panel.
Step #18
Click "Inspection".
Step #19
Choose to require an e-signature for sample approvals
Step #20
Choose to require e-signature for inspection result approvals
Step #21
Choose to allow production users to e-sign and finalize inspections
Step #22
Choose whether to show individual sample batch records within your "Inspection" module (Optional).
Step #23
Note:
Step #24
Select whether you would like to show the check-boxes which help verify the batch records (Optional).
Step #25
Do you want to queue PDF report generation?
Step #26
Select whether to allow "Custom Product Labels" (Optional).
Step #27
Do you want to serialize your lot numbers? (Optional).
Step #28
Choose the "Label Barcode Type" (Optional).
Step #29
Create a custom label for "Lot Serial #"(Optional).
Step #30
Create a custom label for "Serial #"(Optional).
Step #31
Create a custom label for "Lot Serial #" for Activity Inspections (Optional).
Step #32
Create a custom label for "Serial #" for activity inspections (Optional).
Step #33
Click "Save" to save your changes and/or click into the grey area on the left of the screen to exit this panel.
Step #34
Click on "Documents"
Step #35
Select whether to use e-Signatures for approvals.
Step #36
Choose whether to enable change control reports for revisions.
Step #37
Choose to limit who can view documents to owners, subscribers, and members of the employee group
Step #38
Choose to turn on 3 Stage Document Approval
Step #39
Click "Save" to save your changes and/or click into the grey area on the left of the screen to exit this panel.
Step #40
Click on "Receiving Inspections"
Step #41
Create a custom field label for "Lot Serial #" (Optional).
Step #42
Create a custom field label for "Serial #" (Optional).
Step #43
Create a custom field label for "Serial #" in the sample field (Optional).
Step #44
Click "Save" to save your changes [b]and/or click into the grey area on the left of the screen to exit this panel.
Step #45
Click "Save Settings".
