View Company Record

View Company Record

The company record will show company specific details.

Links

The Links Tab shows any records that have been linked to the Record being viewed.

Adding a Link:

To add a link, type the name of the record you wish to link to within the Record Search box...

Clicking on the Record name creates the link between the records.

Viewing Links:

The Links tile shows all the records that are linked to the record being viewed.

From here, you can click on the record name to view the records, or select the Delete buttonto remove the link between the two records.

Documents

The Documents Tab provides a quick and easy way of uploading documents against a record.

Uploading Documents:

Click on the Select Files icon to open up your local file browser and select the document that you wish to upload.

The page will update to show you when your file has been uploaded.

Viewing Documents:

Uploaded documents appear within the Uploaded Files section. Click on any of the table headers to order by that field.

To view a document, select the download icon next to the relevant document and it will be downloaded to your PC.

To delete a document, select the dustbin icon . Note that this button is security controlled and so only certain users will be able to see it.

Audit Tab

The audit tab allows you to see the audit history of the record being viewed; it will include any changes made to the record such as updated details and status changes. This tab is only made available to administrators.

All events that occur on the record are recorded with a date and time stamp, the name of the user who made the change is also recorded. An example audit is shown below.

The Audit tab also keeps a record of users that have viewed the record; this can be viewed under the Record Viewing History tab, an example is shown below.

Information on the Audit tab can be filtered using the  button next to each column header, for more information on this function see Filters. Information can also be grouped by dragging the appropriate column header into the bar above the Audit. Each widget can be Collapsed or expanded to Full screen using the and  buttons respectively.