Type Administration

Menu path: Data Management > Type administration.

This page allows you to manage type data (Activity type, Project type, etc.).

Activity Type

Menu path: Data Management > Type administration > Activity Type List.

You need to have at least one Activity Type. Please refer to the Glossary for further explanation. See the menu above.

Search Activity Type

Step1: Enter keyword to search for.
Step2: Click the “Search” button.

Add New Activity Type

Step 1: Click “Add New”.

Step 2: Enter the necessary information and click the OK button.

Update Activity Type

Step 1: Click on the activity type that you wish to update.

Step 2: Update the necessary information and click the “OK” button.

 

Project Type

Menu path: Data Management > Type administration > Project Type List.

You need to have at least one Project Type. Please refer to the Glossary for further explanation. See the menu above.

Search Project Types

Step 1: Enter keyword to search for.
Step 2: Click the “Search” button.

Add New Project Type

Step 1: Click “Add New”.

Step 2: Enter the necessary information and click the “OK” button to save.

Update Project Type

Step 1: Click on the project type that you wish to update.
Step 2: Enter the necessary information and click “OK” to update.

 

Communication Details Type (optional)

Menu path: Data Management > Type administration > Communication Details Type List.

These types are optional.

Search Communication Details Type

Step 1: Input key word to search.
Step 2: Click the “Search” button.

Add New Communications Details Type

Step 1: Click “Add New”.

Step 2: Enter necessary information and click the OK button.

 

Update Communication Details Type

Step 1: Click on the communication type that you wish to update.
Step 2: Enter the necessary information and click the “OK” button.

 

Contact Type (optional)

Menu path: Data Management > Type administration > Contact Type List.

These types are optional.

Search Contact Type

Step1: Enter keyword to search for.
Step 2: Click the “Search” button.

Add New Contact Type

Step 1: Click “Add New”.

Step 2: Enter the necessary information and click the “OK” button to save.

 

Update Contact Type

Step 1: Click on the contact type that you wish to update.
Step 2: Enter the necessary information and click the “OK” button to update.

 

User Details Type (optional)

You can add extra information fields to your users’ profiles by creating user details types.

You can here define if the field should be text or date formatted, and also activate and inactivate current types:

These fields will then be available on your users’ profiles:

 

On 2013/06/24   /   Manual, TSR WebAdmin, Types   /   Leave a comment

Tags: activity type, Communication Details Type, Contact Type, project type, Type Administration, types