Process >> Template

Import/Copy a Process
Processes in RPM can be downloaded as a XML file and imported into RPM again to create the template of the process. This can be useful if you want to create...
Fri, 6 Oct, 2023 at 2:16 PM
Process Security
Process security allows you to edit user access to the forms in the Process. User security access can be changed for Staff User, Agency Users, and Customer ...
Fri, 20 Oct, 2023 at 1:52 PM
Whether it be a safety meeting, work order, quote, or inspection process collecting a signature is an important component. Signatures can be collected after...
Wed, 25 Oct, 2023 at 9:02 AM
Electronic Signatures Definitions
An electronic signature, defined by the Canadian Personal Information Protection and Electronic Documents Act (PIPEDA), is “a signature that consists of one...
Wed, 25 Oct, 2023 at 9:04 AM
Layouts are used to create a custom report that can be printed or create a PDF file with. Prior to creating a layout you would like to add a Style shee...
Fri, 3 Nov, 2023 at 1:51 PM
Layout Quick Share
Enable Quick Share from Settings.   There are two quick share options, internal and external. Internal quick share is to be used for users. Exte...
Mon, 28 Aug, 2023 at 12:12 PM
Short URL in Layout
To enable users to view the source form of a layout, add a short URL from the Form information section in layout menu.
Mon, 12 Apr, 2021 at 12:20 PM
Visibility & Names
Visibility & names determines which boxes you see on your Process forms. You have the ability to rename, hide, or show the boxes that appear on the page...
Fri, 3 Nov, 2023 at 1:47 PM
Process Setup - Template
Template settings allow you to change how the Process is displayed. You will also be able to edit the process security settings from this page as well.  ...
Fri, 1 Dec, 2023 at 2:00 PM
File Folders
You can add folders to your process forms to keep your files organized. If you are tracking contracts or supplier files, you may want to setup folders to ke...
Fri, 1 Dec, 2023 at 2:16 PM