1. How do I access the team settings?

    • To access the team settings, click on your profile picture or initials in the top right corner, then select "Team Settings" from the quick-start menu.

  2. What can I customize in the team settings?

    • In the team settings, you can customize various aspects of your team’s setup, including module settings, team names, icons, and more.

  3. How do I change the team name?

    • You can change the team name by entering a new name in the "Team Name" field within the team settings and saving the changes.

  4. What are module settings in the team settings?

    • Module settings allow you to enable or disable specific modules, rename them, and customize features within those modules to fit your organizational needs.

  5. How do I enable or disable a module?

    • In the module settings, you can choose to show or hide a module in the sidebar by toggling the corresponding option.

  6. Can I change the icon for a module?

    • Yes, you can select a new icon for a module from the available options in the module settings.

  7. How do I save changes made in the team settings?

    • After making changes, click "Save" to apply them. You can also click into the grey area on the left of the screen to exit the panel without saving.

  8. What happens if I don’t save my changes in the team settings?

    • If you do not save your changes, any modifications made will be lost when you exit the panel.

  9. Can I customize the order of modules in the sidebar?

    • You can customize which modules you see in the left side bar, but not what order they appear in.

  10. How do I disable a module that is not being used?

    • To disable a module, go to the module settings, deselect the option to show it in the sidebar, and save your changes.

  11. What should I do if a module is critical but not showing up?

    • If a critical module is not visible, check the module settings to ensure it is enabled. If the issue persists, contact support.

  12. Can I set up specific permissions for different modules?

    • Permissions for modules may be configured within the team settings or in a separate permissions section, depending on your system.

  13. How do I enable e-signatures for approvals in certain modules?

    • In the team settings, navigate to the relevant module and enable the option for e-signatures if required for approvals.

  14. Can I customize labels and fields within modules?

    • Yes, many modules allow for customization of labels and fields to better align with your organization’s terminology and processes.

  15. How do I enable revision control for parts in the system?

    • In the team settings, go to the "Part Manager" module and enable the feature for locking/unlocking parts and creating revisions for bills of materials.

  16. What is the impact of enabling batch records in the inspection module?

    • Enabling individual sample batch records in the inspection module provides traceability for each sample but may increase data entry requirements for smaller batches.

  17. How do I set up custom product labels in the system?

    • In the team settings, navigate to the appropriate module and enable the option for custom product labels. This may require purchasing an add-on feature.

  18. What should I consider when enabling serialization of lot numbers?

    • Serialization automates lot numbers based on inspections, which can streamline processes but requires careful setup to ensure accuracy.

  19. How do I choose the barcode type for labels?

    • In the team settings, select the desired barcode type for your labels. Ensure that your scanners are compatible with the selected type.

  20. Can I create custom labels for specific fields?

    • Yes, custom labels can be created for fields such as "Lot Serial #" or "Serial #" within various modules in the team settings.

  21. What are the options for document approval in the team settings?

    • You can enable e-signatures, change control reports, and set up a three-stage document approval process within the document-related modules.

  22. How do I limit document visibility to certain users?

    • In the document settings, you can restrict access to documents to owners, subscribers, and specific employee groups.

  23. Can I require e-signatures for specific actions in the system?

    • Yes, e-signatures can be required for actions such as sample approvals and inspection result approvals by enabling this option in the team settings.

  24. How do I queue PDF report generation in the system?

    • In the team settings, choose the option to queue PDF report generation for specific modules if immediate generation is not necessary.

  25. How do I ensure changes are applied across all modules?

    • After customizing settings for each module, click "Save" to ensure that all changes are applied across the system.