Within the documents module it is possible to categorise the documents that are uploaded by using category Headers or Types. If required, this can be enabled vis Support.
When you add a document to the system this will allow you to categorise it under a specific heading, for example Flight Operations, Security, Ground Operations etc.
Manage Type can be found by clicking on one of the folders/buttons within a document landing page or subsystem landing page.
As an example, clicking on the Notices & Briefings folder followed by clicking on the ‘Notices’ button will display the options within that folder.
The options for this area are displayed, including the Manage Type button.
Each type must be unique.
Adding a new type
1. Firstly, navigate to the folder that you wish to add a type to (in this example it is the Notice area)
2. Click on the ‘Manage Type’ button
3. Click on the ‘+ Add’ button
4. Enter the title in the blank field that is enabled (denoted by a coloured line indicator)
5. Once the title is completed click on the ‘Save’ button.
The four dot clusters at the end of the type line text field allow you to adjust the order of the types, simply drag and drop in the correct area. Once in the correct order click on the ‘Save’ button.
Adjusting the type title
1. Click on the ‘Edit’ button, or click on the title of the type to amend, this puts the screen into edit mode
2. Adjust the title.
3. Click on the ‘Save’ button.
Removing a type
1. Click on the ‘Edit’ button or click on the title of the type you wish to remove.
2. Select the ‘Delete / waste bin icon’ at the end of the type.
3. Click on the ‘Save’ button.
If a type is associated with a document, removing it will delete that type.
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