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: : Defining Control Templates per Project
Two steps are necessary:
- Associate one or several control templates to an employee.
- Associate an employee with a control template to the project.
Step 1: Associate one or several control templates to an employee
Step 2: Associate an employee with a control template to the project.
- If you want to automatically associate the employee with a control template to the project, just create a new project. Akuiteo adds the relevant employees to the project in the fields Project Manager and Sales Manager.
- If you want to manually associate the employee with a control template to the project:
- Enable the tab Controls Manager in the Project record sheet from Edit > Preferences > General > Project > Project record.
- Uncheck the Hide the Control Managers tab box and save.
- Open the Project record sheet and click on the tab Control Managers.
- Click on
and select the employee(s) by pressing Ctrl in the help list that is displayed. Employees are displayed in the left part of the screen.
- To delete an employee with controls templates, select him and click on
.
Note: When you click on an employee in the left table, the right table displays the list of controls associated with the employee's profile.
Additional step: Associate a project to an employee with controls templates
Contrary to Step 2, you can associate a project to the sales or project manager, with relevant templates, from his record sheet.
- Open an employee sheet record.
- Go to Edit > Additional parameters > Setup of associated controls. The Associated controls tab is displayed.
- In the upper table, select the templates already associated to the employee to be able to check the projects already linked to the current employee and selected template.
- If some of the projects are not associated, add other projects by clicking on +.
- In the window that opens, look for the relevant projects by project or sales manager via the Search button.
- In the List of non-closed projects table, select the required projects and click on Validate.
The user is now associated to each of these projects, with the selected control template.
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