Administration Archives - Page 2 of 4 - Formpak Software - Software for the Formulation & Ingredient Industries

Administration, Documents & Reports, Parties 20/07/2023

TO Overview

TO Overview TO is ‘Target Organisation’ which means your company. There should always be a default TO and this should be the primary site of your company. It is possible to have more than one TO for example to reflect multiple divisions of your company. Different TO’s can have different addresses, contact names, responsibilities and logos etc. A key way multiple TO’s are used is in document production. For example if you are responsible for producing documents, such as Sa...

Administration, Documents & Reports, Parties, Suitability 20/07/2023

Region Settings

Region Settings You can view region settings by search for “View a Region”. Choose from the drop down list to select the region you wish to see. Information shown will include the code, name and country of the language, format details and date last modified. To edit these settings go to “Manage Region Settings”. Use the drop down box to select a region. Settings such as number, date and time format can be modified. It is possible to change additional settings: RTL: Tick t...

Administration, Documents & Reports 20/07/2023

Removing Item Codes from Documents

Process for removing item codes from documents Documents typically contain both the item code and item name (alternatively, if entered, they will contain the cross reference code and name). To prevent the code from showing on documents: Go to Manage Application Settings In the Category drop down box select Documents For the Setting Include Code in Documents set the Value to No Click Save Last updated Jan 2018...

Administration, Documents & Reports, Items 20/07/2023

Resetting Document version numbers

Process for resetting document version numbers Go to View Documents for an Item and open your Formulation Select the document Click Reset Document Click Yes This will reset the version number Last updated Apr 2016...

Administration 20/07/2023

Security Features

Security Features Formpak security features are: 1. Password Criteria Existing passwords remain valid. As soon as an existing password is changed, or a new password is created, it will need to meet the following criteria: At least 8 characters At least 1 number At least 1 uppercase At least 1 lowercase At least 1 special character 2. Locking Failed Login Attempts This is a configurable feature and the default position is no change. These settings can only be updated by an Administrator. The chan...

Administration, Documents & Reports, General 20/07/2023

Printer Recommendations

Printer Recommendations We recommend using label printers with 300dpi (for sharp pictures) thermal transfer and direct thermal label printers with built in LAN ports and reliable drivers from Seagull Scientific. People sometimes use Zebra label printers, which are also OK. Label printers should have a 300dpi head, a LAN port and Seagull Scientific printer drivers. People sometimes use DYMO LabelWriter printers. These are direct thermal printers for which you can only use DYMO stationery which co...

Administration 20/07/2023

Permissions by Enterprise License Type

Guide to Permissions Please see the attached (link at the end) for an Excel spreadsheet file of the Guide to Permissions. This contains a list of Permissions by Enterprise Edition license type. Guide to Permissions Related Help: Glossary of Terms Last updated Sept 2022...

Administration 20/07/2023

Login Administration

Login Administration ‘View Login Log’ Here you can see details of users who have logged in, and any unsuccessful attempts. Enter search criteria and select ‘Search’ to access the report. The report can be printed from the results screen. Search criteria can be modified as follows: Operation Date: Defaults to last 30 days, which can be modified if needed Operation: Choose any/all of Login, Login as Another User, Logout, Timeout, Failed Login. By default, all are selected R...

Administration, Documents & Reports 20/07/2023

Manage Documents Required

Manage Documents Required Documents include Safety Data Sheets, Certificates and Specifications which contain business critical information which is required to be kept up to date and passed on to customers. Formpak automatically creates new versions of previously created documents and determines who needs them using the results of Automatic Processing. Documents can also be ‘required’ by manually being triggered by choosing ‘Print Later’ from Print a Document for an Item...

Administration 20/07/2023

Password Administration

Password Administration ‘Change My Password’: Enter your current password, followed by your new password and confirmation of your new password. Select ‘Save’ when finished. ‘Change User’s Password’: (This is usually a high level option to allow an Administrator to change another User’s password.) Select the User using smart search. Enter the User ID for confirmation of the User to which the changes should apply. Enter the new password and confirm i...