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Using data sheets

Data sheets are vorlage brief text templates specially designed to summarise all the important data for a dataset. They are therefore available for many types of records: Adresse Accounts and Ansprechpartner Contact persons, VA Events and Vorgaenge Event segments  and artikel Items, personal Staff, projekt Projects and Prozess Workflows. Data sheets are also used in WebApps such as the Time Clocking WebApp, the Conference/Logistics WebApp or the Production Control WebApp.

Record details from different sources can also be visualised in diagrams or statistsics, for use in a dashboard or presentation. Depending on the context, more options are available: scale the amount of ingredients in recipe data sheetsM depending on demand or limit the information to a specific period of time in work time data sheetsM.

  • Open a datasheet for a record

    In each data set, only suitable data sheets are offered for selection, i.e. address data sheets in addresses, segment data sheets in segments etc.

    1. Click in the left side navigation bar on the item Datenblatt data sheet.
    2. If no standard template has been set yet, an empty datasheet opens. Open the drop-down menu by clicking on the button Datenblatt <Datenblatt auswählen> .
    3. Select the desired datasheet from the list of all available templates.
  • Set a standard datasheet template

    If you mainly use a specific datasheet, make it the default. When you click on Datasheet, the selected sheet opens immediately.

    1. Click on the disclosure triangle expand to the right of the name of the datasheet.
    2. Select star Make defaultto set this datasheet as default for yourself only.
    3. Select betrieb Makethe company standard to set the same standard for colleagues as well (only with administrative rights).
    4. For standard templates, click on refresh Refreshto refresh the data.
  • Edit the datasheet

    In Adressen, Veranstaltungen, Artikeln und Projekten können Datenblätter mit der entsprechenden Berechtigung bearbeitet und gespeichert werden.

    1. Open the datasheet by clicking on edit Edit and save in directory.
    2. Bearbeiten Sie die Inhalte oder Formatierung je nach Berechtigung. Auch in schreibgeschützten Dokumenten können z.B. Textbereiche durch Textmarker gelb Hintergrundfarbe bunt hervorgehoben werden.
  • Save the datasheet (with changes) in the data set directory

    Datenblätter werden mit Datum und Uhrzeit im Verzeichnis des Datensatzes abgelegt. Über das Änderungsprotokoll ist auch erkennbar, wer die Änderungen gemacht hat.

    1. save Save your input by clicking on the icon in the top left-hand corner of the input window.
    2. If a folder structure or storage location has been preset in the set-up, the datasheet is automatically saved in the correct folder of the directory. (Settingup default folders in data set directories)
    3. If no specifications have been made, create your own folder structure by clicking on neu New > Ordner Bestellung Folder itself. (Using directories)
  • Send the datasheet as an email attachment

    Click on E Mail  Send datasheet as email attachment . A new email will open to which the datasheet has already been automatically added as Anhang attachment .