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Edit a Budget Alert
Budget alerts only exist for active budgets. To edit an existing budget alert, locate the budget ...
Edit a Budget
Only active budgets can be edited. To edit a budget, go to the Active Tab of the Budgets Page in ...
Archive a Budget
Both an active budget and a closed budget can be archived. To archive a budget, locate the budget...
Approve / Reject a Budget Item
To approve or reject a budget item, go to the Active Tab of the Budgets Page in the Finance Modul...
Add a New Budget
To create a new budget within the Finance Module, go to any tab on the Budgets Page and select th...
Add a Budget Item
To add a budget item to a specific budget, go to the Active Tab of the Budgets Page in the Financ...
Create a New Dispatch
To create a new dispatch, go to the Dispatch Module Home Page. Click the “New Dispatch” button...
Add Tags to a Dispatch
To add tags to a dispatch, go to the Dispatch Module Home Page and click the title or dispatch nu...
Add Distribution Lists to a Dispatch
Distribution Lists are the individuals designated to receive a PDF copy of the dispatch orders, s...
Add a Waypoint to an Itinerary
To add a waypoint to a dispatch itinerary, open the specific dispatch whose itinerary you wish to...
Place Databases into Groups
In order for databases to be placed into groups, groups have to be created first. How To: Add a ...
Import Fields from a PDF Field Import
This method of importing Fields from a PDF requires access to Adobe Acrobat Pro. If a field has ...
Import Fields from a CSV File into a Database
If a field has already been added to a database, you are no longer able to bulk import database f...
Export Database Entries
To export the existing database fields and entries, go to the Home Page of the Database Module. ...
Edit the Status of a Database Rule
To change the status of a database rule, go to the Home Page in the Database Module. Click the...
Edit Database Groups
To edit a database group, go to the Groups Page of the Database Module. Select the three-dot i...
Edit a Database Entry
To edit a database entry, go to the Home Page of the Database Module and click the three-dot icon...
Edit a Database
To edit a database, go to the Home Page in the Database Module. Click the three dot (…) icon t...
Delete Database Groups
To delete a database group, go to the Groups Page of the Database Module. Select the three dot...
Delete a Database Entry
To delete a database entry, go to the Home Page of the Database Module. Click the three dot icon ...