Create and edit a list

Evelyne De Coster -

After having created a project or have been invited to it, you can create a list (if you have at least an expert licence)

Click on your project to open it and click then on the bottom right button groene_plus_knop.png.

 

Window General information is displayed. You can fill in the following fields :

Fields with sterretje.png are mandatory.

velden_lijst.png

 

* Title: fill in the list title

Type of numbering: choose how to number your future points.  Please see our F.A.Q. for more information about points numbering.

* Date: by default, date at which new list was created, can be updated.

Floor: free field

* Code: first 4 letters of list title are displayed by default, can be updated.

First occurence number: when creating the list, you may choose which first occurence number to use.

Author: name of person having created the list is displayed by default.  After having invited participants to the list, you will be able to choose one of them as the author.

Building: free field

 

Save then data by clicking on the upper right floppy disk or cancel your adding by clicking on the cross just next to the floppy disk.  

harde_schijf_of_kruisje.png

 

Report information

You may afterwards edit this information by clicking on the upper right "pencil". This also enables you to fill in tab : Report information

 

 report_information.png

 

 All information you input here will be displayed in reports you'll generate later in the list.

  • Report header
  • Report footer
  • Additional information

 

Click on the upper right "pencil" to fill in or update data. Save then by clicking on the now available floppy disk (upper right corner)

edit.png

 

 

Transferred

You can add here documents you have transferred outside APROPLAN, to keep an history of if.

Click therefore on +.

You can fill in following information :

  • Document name
  • Transmission date
  • From (sender)
  • To (addressee)
  • Approved

 

transferred.png

 

Update a list

 To update an existing list :

  • click on the project icon
  • personalised lists (green) and private and public lists (according to your licence) will be dipslayed 
  • If you go over personalised lists (green ones), a gearing icon is displayed right, allowing you to update parameters
  • Parameters window (as described previously) will open.

instellingen_lijst.png

 

 

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