How do I manage Check Groups?

Table of Contents :

• How do I manage Check Groups?

1.

Login to your account using the username and password provided.
Note: These login details will be the same as the FLYdocs web platform.

2.

Select a Client from the Client dropdown and then select 'OK'.

3.

Click on Scan at Source tab.

4.

Select Historic/ BAU Scanning

5.

Select a Centre

6.

Select a Component from the grid.

7.

Select the 'View' icon at the right side of the component row to enter the Box/ Folder level window for the selected component.

8.

Double click on the box you want to enter.

9.

Within the selected box select the 'Manage Groups' option from the 'Actions' dropdown menu at the top of the window.

10.

Selecting this option will bring up a window containing a list of Check Types within a combo box. Select the Check Type you want to edit the groups within.

11.

After selecting the Check Type, select the Check Group you wish to manage.

12.

If you wish to delete the selected check group, select the red 'X' besides the check group name.

13.

After selecting this button a prompt will appear to confirm your decision. Select 'Yes' to delete the selected check group or select 'No' to cancel this action.

14.

If you want to edit the name of the check group, select the crayon icon besides the check group name.

15.

After selecting the crayon icon you will be able to edit the text for the check group.

16.

Once you have finished making the text changes, select enter on your keyboard to save your changes.