Procedures

Go to the 'Procedures' page in the menu on the left. Click on the + button to create a new type of procedure. Enter a name for the procedure type. A type of procedure can be “Incoming Loan”, “Restorations” or “Valuation”. You can create unlimited procedures and configure them to your own liking.


Link terms
Next to the text field 'Term' you will find a button with which you can select a term from the Term network. After clicking on the button, a screen will open where terms are searched for, then the results will be displayed that most closely match the name of the procedure in question. Click select when you have found the meaning that best fits the name you entered.


Permissions
You can set the read and write rights per user (Administrator, editor, employee or analyst) and determine who you want to give access to this procedure. Then click on “Save” to save the procedure.


Set up columns
Determine which columns you want to see in the overview of the relevant procedure. Click on “add column” to select an object field that you want to see in the overview. Columns you set here are shown to all users by default. You can adjust the columns while managing a procedure, but they will remain visible during the relevant session.


Add topics (with corresponding object fields).
At the bottom of the page you can find the structure with the topics and associated fields you need for your procedure. On the right side you will see all the topics that you have available. Creating topics works the same as with objects, see 'Object settings' of this documentation. Click the arrows or drag a topic from right to left to add it to the terminology. It's not required, but it allows you to manage as an object any value you add to a terminology.


Start process
Click on “Procedures” in the menu. You will then see an overview of the different types of procedures. Click on the desired procedure (for example: Incoming loan). You will then see all the procedures you have created. With the + button you start a new procedure. You enter a name for the procedure (for example: Borrowed objects museum Thorn). It then appears in a list/overview of all procedures. Next to the name of the procedure, click on “Properties”. Here you will find the subjects with input fields with an option to add objects below. To do this, use the advanced search function and add objects in the same way as you do with lists.