Item Manager Topics

Item Manager Setup
The Item Manager module is an optional module in the Portal. You might not have it installed.    Item Manager setup It is possible to change the set...
Wed, 31 May, 2023 at 11:12 PM
Linking Items
Any Item can be linked to one or more other Items and the links will appear on both Items that have been related.   The link can be given a description ...
Wed, 31 May, 2023 at 11:10 PM
Filtering the list of Items
In order to locate the Item(s) in which you are interested the list can be filtered on a number of criteria, including a text search. Navigate to the list o...
Thu, 4 May, 2023 at 1:28 PM
Adding a document to an Item
Once you have created an Item you may upload documents to be retained with the Item and be available for other users to inspect. Any document file up to 3MB...
Thu, 4 May, 2023 at 1:28 PM
Creating an Item
To create an Item navigate to the Items option in the main menu for a Project.  Click on the plus icon on the left of the header bar of the list to...
Thu, 4 May, 2023 at 1:28 PM
Changing the list of values of a field
To change the value displayed for an entry in the list of values for an optional field follow the description in the post entitled "Changing the config...
Thu, 4 May, 2023 at 1:29 PM
Changing the configuration of an Item Type
For each Item Type an Administrator can specify the sequence in which it appears in any drop down and give it a Description as well as a Title.  You can als...
Thu, 4 May, 2023 at 1:30 PM
Copying settings and Items from another project
If you have a number of Projects in a Programme to which you wish to apply the same configuration so that they can all be managed using the same procedures ...
Thu, 4 May, 2023 at 1:31 PM
Changing settings from a Portal to a Project level
When a Project is set up it inherits it's Item Manager settings from the Portal such that any change that is made in the Portal settings will be reflect...
Thu, 4 May, 2023 at 1:31 PM
Why manage the settings in Item Manager at the Portal or Project level
For organisations that are using migFx on one programme with a number of projects or a Supplier that has a set of standard operating procedures it makes sen...
Thu, 4 May, 2023 at 1:31 PM