Organization Settings

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Step #1

Click on your profile picture or initials to reveal the quick-start menu.


Step #2

Click “Organization Settings”.


Step #3

Enter “Organization Name”.


Step #4

Click “Choose File” to upload an organization logo.


Step #5

Select a “Currency” for your cost of quality to be calculated in.


Step #6

Select a “Display Mode” from “Standard” or “Batch”


Step #7

Enter “Primary Contact”.


Step #8

Enter “Primary Contact Email”.


Step #9

Enter “Primary Contact Phone”.


Step #10

Enter “Contact Role”.


Step #11

Enter “Additional Contact” (Optional).


Step #12

Enter “Secondary Contact Email”. (Optional)


Step #13

Enter “Secondary Contact Phone” (Optional).


Step #14

Enter “Secondary Role” (Optional).


Step #15

Module Settings


Step #16

Click on “Dashboard”.


Step #17

Enter a new “Menu Name” or leave it as default.


Step #18

Select a new “Icon” for your menu item or leave it as the default.


Step #19

Choose to show this module in your sidebar or to disable it from use.


Step #20

Click “Save” to save your changes and/or click into the grey area on the left of the screen to exit this panel.


Step #21

Click on “Orders”.


Step #22

Choose your settings for the “Orders” module. This module is optional so you can disable it here.


Step #23

Choose to enable or disable from the navigation sidebar.


Step #24

Note:


Step #25

Click “Save” to save your changes and/or click into the grey area on the left of the screen to exit this panel.


Step #26

Click “Inspection”.


Step #27

Choose to require an e-signature for sample approvals


Step #28

Choose to require e-signature for inspection result approvals


Step #29

Choose to require that all e-signatures be complete for an inspection to be finalized


Step #30

Choose to allow production users to e-sign and finalize inspections


Step #31

Choose whether to show individual sample batch records within your “Inspection” module (Optional).


Step #32

Note:


Step #33

Select whether you would like to show the check-boxes which help verify the batch records (Optional).


Step #34

Select whether to allow “Custom Product Labels” (Optional).


Step #35

Do you want to queue PDF report generation?


Step #36

Do you want to serialize your lot numbers? (Optional).


Step #37

Choose the “Label Barcode Type” (Optional).


Step #38

Create a custom label for “Lot Serial #”(Optional).


Step #39

Create a custom label for “Serial #”(Optional).


Step #40

Click “Save” to save your changes and/or click into the grey area on the left of the screen to exit this panel.


Step #41

Click on “Documents”


Step #42

Select whether to use e-Signatures for approvals.


Step #43

Choose whether to enable change control reports for revisions.


Step #44

Choose to limit who can view documents to owners, subscribers, and members of the employee group


Step #45

Choose to turn on 3 Stage Document Approval


Step #46

Click “Save” to save your changes and/or click into the grey area on the left of the screen to exit this panel.

Step #47

Click “Save Settings”.

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