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Settings

20 articles

Tag ManagementCreate, edit, delete, and organize Tags that are used across the workspace.

Approval for Suggested EditsGlobal setting which enables or disables the requirement for approvals for suggested edits to be included in a run.

Section LabelsGlobal setting to designate procedure section labels as either Numbers or Letters

Set a Workspace TimeZoneGlobal setting to display all timestamps in the workspace in desired timezone.

Company Addresses / LocationsSave addresses for various internal locations for use throughout the application.

Creating & Assigning ProjectsInstructions for creating and using projects and subprojects to keep your workspace organized.

Project PermissionsSet user access levels per project.

Generate API KeyHow to generate a new API key for your workspace.

Notification Settings PageManage your Organization's communication flow.

Setting Review Types / Multi-Stage ReviewGlobal setting that allows you to configure different groups of required reviewers for all procedures.

Auto Version NumberingAutomatically assign / increment procedure versions that comply with the versioning schema.

Add Operator RoleAdd a new operator role that can be assigned to users.

Suggest Edit PermissionsSet which operator roles have the ability to suggest edits.

UnitsDefine Units that will be available to use globally.

Add Custom Step DetailCreate a new custom step detail that can be used in procedures.

Auto Generate Procedure IDAutomatically create unique identification codes for new and revised procedures.

Invite / Edit UsersBulk invite new users or edit user access and operator roles.

Deactivate UsersDeactivate user(s) individually or in bulk.

Download Audit ReportsDownload Audit Logs / Event History.

Download Pending Actions ReportGenerate a report that includes pending step actions for all running procedures.