Setup

Text (Under Construction)
Page is still under construction
Wed, 1 Feb, 2017 at 8:33 AM
Process Security
To configure process security, navigate to your desired process template and click Security. Staff users In the Add role or group dropdown, s...
Thu, 16 Feb, 2017 at 3:51 PM
Signatures
Whether it be a safety meeting, work order, quote, or inspection process collecting a signature is an important component. For some definitions of Elect...
Fri, 28 Apr, 2017 at 10:11 AM
Electronic Signatures Definitions
An electronic signature, defined by the Canadian Personal Information Protection and Electronic Documents Act (PIPEDA), is “a signature that consists of one...
Thu, 17 May, 2018 at 2:04 PM
Duration Field
Setup The Duration field is used to capture data related to units of time.  The Eligible unit(s) are: seconds, minutes, hours, days, weeks, mont...
Fri, 27 Oct, 2017 at 8:44 AM
Using the Mobile App on a Microsoft Windows 10 device.
Intro The following document describes the set of steps to allow using RPM Software’s mobile apps by users with Microsoft Windows 10 devices. It uses th...
Fri, 17 Nov, 2017 at 11:38 AM
3rd Party Layout Sharing
To configure 3rd Party Viewing of Layouts Setup the user and the role... Top menu --> Users --> Staff roles --> + Add a guest role Role...
Mon, 19 Mar, 2018 at 10:46 AM
Yes/No List Field
The Yes/no list field should be used to capture yes/no, pass/fail, safe/unsafe type answers to a series of questions.  Add a Yes/no list field by clicki...
Mon, 3 Sep, 2018 at 2:05 PM