Managing Type Lists

Type lists enable customisation of the system to support customer specific requirements. 

The system supports the following type lists:

• Credential types - enables credentials that can be specified within the User Manager > Group credentials
• Document types - enables document types that can be associated with Documents in the Document Manager
• Rapidlook entry statuses - Utilised for Quality Improvement > Resolution statuses
• Locations - Applied to QA audits > Locations to specify what location the audit took place 
• Units - Utilised in the Document Manager and User Manager to associate documents and users to specific Business units. The system automatically applies filtering based on these associations to present the user with information and documentation relevant to their designated unit. 

Updating Type Lists

From the Console, if the users permission allow, click on the System Settings icon on menu item.

Select the type list to edit from the navigation tabs. In this example we will use the Document Types List.

To add a new document type, simply enter the name of the document type and click Add. The new document type will appear in the list below.

To edit a document type, alter the name in the uodate/delete section and click Update document types.

To delete a document type, click on the delete icon. Verify that you wish to proceed from the warning dialog box by clicking Yes. Note a delete icon will only be available if there are no associations with the type list item. Ie if any document uses a document type it can not be deleted until not document uses the document type.