System Config: company settings

Summary System Config, in the System Administration menu, holds settings for the whole company. Changes to the main settings are saved with the Submit button at the bottom, so check them before you press it. This module covers the company details, health and safety, the staff minutes template, the documents every profile needs and the asset register. The escalation throttle has its own module, Pacing recertifications and escalations.

Company details and the Task Wall

Step 1

On your dashboard, open System Administration and click System Config.

Step 2

Under System Details, Display Name is the company name PaT shows. As the note under it says, changes are saved with the Submit button below.

Step 3

Click the logo under Display Logo to change it, and the picture under Task Wall Background to change the picture behind the Task Wall.

Step 4

Task Wall Image Opacity sets how strongly that picture shows, from zero to 50%.

Health and safety (WSOL)

Step 1

The WSOL - Health & Safety section holds the health and safety settings: the SD used for health and safety minutes (H&SMinutes), who assigns them (H&S Minutes Assignor), the H&S Hazard Trigger Level and the Lost Time Injury Accident Form.

Step 2

H&SMinutes and H&S Minutes Assignor are display only. To change them, click Manage H&SMinutes beside them.

Step 3

H&S Hazard Trigger Level takes a number up to 25.

The staff minutes template

Step 1

Choose a template for all Staff Minutes picks the SD template used for every staff member's minutes.

Documents every profile needs

Step 1

Mandatory Documents for My Profile lists the documents each person must keep on their profile, with a Type, a Value and a Sort Order for each, and Delete on each row.

Step 2

Save changes to this list with its own Submit button.

The asset register

Step 1

Asset Register lists the company's assets: who each one is issued to, its business unit, category, description, location, serial and model numbers, parent asset, value, image and whether it is active.

Step 2

Use Refresh to reload the list and its Submit button to save changes.