Attachments Module
The Attachments module allows users to manage all their attachments from a single interface. This is especially helpful for managing attachments that have expiry dates (e.g. Staff Visas, Work Permits, Customer Credit Applications).
This module can be added to any of the menus.
Buttons Explained
| Button | Description |
|---|---|
| View | Generates a list of entries as per the selected data filters. |
| Arrow on View Button | Reset Data Filter > Resets all the data filters. |
| Actions | Allows for changes to be made to multiple records that can be selected using Ctrl + Left Click. The options are: Batch Update: Changes the following fields on the selected records when the Update (button) is clicked: – Status: Changes the status to the one selected on the dropdown list. – Issued: Changes the issued date to the date selected on the calendar. – Reminder: Changes the reminder date to the date selected on the calendar. – Expired: Changes the expiry date to the date selected on the calendar. |
| Menu | Settings – User Access – Edit Description Lookup Lists Layout |
Filters Explained
| Filter | Description |
|---|---|
| Date | A dropdown list with date options (e.g. No Date, Today, This Year). |
| Navigational Arrows | Adjusts the Date in the direction of the arrow. |
| Date … to … | Allows users to set their own dates (based on the selection under Set). |
| Updated Radio Button | If selected, the Date reflects records updated during the selected period. |
| Expires (Radio button) | If checked attachments that expire during the selected period are shown. |
| Issued (Radio button) | If checked attachments that were issued during the selected period are shown. |
| Reminder (Radio button) | If checked attachments that have reminders for the selected period are shown. |
| Module | A dropdown list of Modules for users to select one (or all). |
| Description | If lookup lists are created for the Description, they are available for users to select one (or all). |
| Status Checkboxes | Checkboxes for users to select specific Status options. The options are: – Pending – Active – Expired |
Fields Explained
| Field | Description |
|---|---|
| ID | The system-generated number for the entry. |
| Status | The Status of the attachment. |
| Trans ID | The system-generated number for the transaction (if applicable). |
| Type | The detailed Type of attachment that was uploaded. |
| Content Type | A description of the uploaded file. |
| Module | The Module from which the attachment was uploaded. |
| ID (Link ID) | A system-generated link number. |
| Name | The Name of the attachment. |
| Description | A Description of the attachment which includes the name of the attachment, user, date and time. |
| Issued | The Issued Date that was set for the attachment. |
| Reminder | The Reminder Date that was set for the attachment. |
| Expired | The attachment’s Expiry Date. |
| File Type | The general type of file that was uploaded. |
| File Size | The attachment’s file size. |
| Detail | The attachment’s details. |
| Created | The date on which the entry was created. |
| Updated | The date on which the entry was updated. |
| Updated By | The User who last updated the entry. |
| Widget | A submenu, which can also be accessed by right clicking the entry, with the following function: – Edit Attachment |
Edit Description Lookup Lists
- Opens an interface for users to type pre-defined descriptions, one entry per line.
- Entries are saved if Save (button) is clicked or the popup is closed.
