Creating an item group package

Item group packages are used to summarise any item groups that are important for a specific group of staff or a department. The item group packages are in turn inserted into text templates or forms so that all items in the selected groups are automatically listed in the correct documents.

1. Go to the  Administration tab on the function bar and select  Settings >  Items. On the left-hand side of the window you will see the existing Item groups, on the right-hand side the existing Item group packages. Some item group packages for work instructions or text templates are already available by default.
2. Select a package from the pickist to show all the item groups it contains in the input window below.
3. Click on  Add and enter a name to create a completely new package.
4. To copy an existing package, select the package from the picklist, click on  Copy in the toolbar and enter a new name.
5. The package will be saved under the new name. Then change the package as required.
6. To add one or more new item groups to a package, select the Item group in the list on the left and drag it into the input window on the right while holding down the left mouse button.
   Note: Top-level groups that are only used for structuring are copied without their subgroups. Copy the subgroups individually.
7. To insert an existing package into another one, click on  Insert package in package in the top right-hand corner and select the package you want from the picklist.
8. Click on  Remove to delete either an entire package or just the item groups it contains.