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Overview:

This tab is used to contain all datasheets related to this Subcontract.

For more information, see Datasheets.

Screen Guide:

  • Template allows you to choose which datasheet Template to use. Only templates with the type of "Subcontract" will be visible. This also serves as the link to the datasheet document.
  • Date is the date that you want this datasheet to be lodged.
  • Subject is a custom text field allowing you to give a specific title to this datasheet.
  • Person is the User you want to assign this datasheet to. This can be an internal or external user.
  • Complete is ticked when the Datasheet is completed and cannot be ticked here.
  • Comments are additional details for this datasheet and is a required field.
  • Use the Bin icon to delete a line.
  • The Datasheets button and arrow provide the ability to create a new datasheet of the selected template quickly rather than navigating to Datasheets

Next Steps:

Remember to Save after adding or changing information.


Related Pages:

Datasheets

Templates

FAQs:

Filter by label

There are no items with the selected labels at this time.

Process Flow:


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