Defining Document Type Used in Planning
Defining Document Type Used in Planning
Before you can start using planning module, you need to define document types, used in planning.
Open Document Types
Click Document Types under Settings | Program.
A form opens in which you can define document type.
Defining a Document Type
- Select Planning.
- Proceed by clicking new record button.
When new item is added you need to insert short ID (3 characters), short name and name. These are the main settings to create new document type. You can the additionally define that document type is record only (you are not able to use thi document type), add it to group of connect it with classification. In the lower section you can add custom note or deafult note and define individual texts for document type. Tab permissions allows you to set permissions for each user to work with this document type.
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Demo database already includes one document type NA0 - Planning document. You can additionally add new document types e.g.: NA1 - Planning 1. This enables you to prepared different plans. |
Next step: Opening ZEUS Planning Window