Data Entry Tag

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Revision as of 02:26, 12 December 2023 by Prs (talk | contribs) (Created page with "To set up new tags, do the following: 1) In PRS, open the Data Entry Screen, and then go to “Setup / Data entry Tags” on the right-hand side. PastedGraphic-1.png 2) Click the “+” to create a new Tag - in this case I am creating the “Rubbish Receipt” Tag for Benny. It will be entered in the system as a Bill, so we select that from the list (We can have a conversation at a later date about the other options here) PastedGraphic-2.png 3) *** IMPORTANT ***. Go...")
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To set up new tags, do the following:

1) In PRS, open the Data Entry Screen, and then go to “Setup / Data entry Tags” on the right-hand side. PastedGraphic-1.png

2) Click the “+” to create a new Tag - in this case I am creating the “Rubbish Receipt” Tag for Benny. It will be entered in the system as a Bill, so we select that from the list (We can have a conversation at a later date about the other options here) PastedGraphic-2.png

3) *** IMPORTANT ***. Go to the “Roles” Tab and add the required Employee Roles that will be able to see this tag on the desktop At this stage, “GENERAL” is a good option - it means everyone can see the documents as they come in. Once you’ve add the role, click OK to save the Tag.

PastedGraphic-3.png

4) The tag should now appear on both the mobile app and the desktop:

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