Go to the 'Procedures' page in the menu on the left. Click on the + button to create a new type of procedure (e.g. loan or restorations). Enter a name for the type of procedure. You can create unlimited procedures and configure them to your own liking.

Set permissions for procedures
You can set the read and write rights per role (Administrator, Editor, Employee or Analyst) and determine who you want to give access to the procedure. Then click "Next".

Link procedure to term
You can link a term to the name of your procedure. Click on the + button to have the system search for a term in the thesauruses of the Term Network. Select the term that best fits the name of your procedure.

Set up columns procedure
Next, determine which columns you want to see in the overview of the procedure in question. Click on "add column" to select an object field that you want to see in the overview. Columns that you set here will be shown by default to all users who will view and/or manage the records of your procedure.

Flexible design procedure
Finally, you can extend your procedure with specific subjects and input fields. Each record in a procedure can be managed in the same way as an object, with its own subjects and input fields. This gives you maximum flexibility in setting up your procedures. For example, you can add input fields, but also fields to upload files if that is relevant to your procedure.

On the right side you see all available topics, while on the left side you see the topics that are part of the 'current structure'. To add a topic to the current structure, first click on the 'Edit' toggle button at the top right. Then you can move a topic from right to left by:

• Use the arrows to move the subject.
• To use drag and drop: drag the subject from right to left and drop it at the desired position.

This functionality not only allows you to add topics, but also to determine the order of the topics within the current structure.

If you want to create a new topic, click on the gear next to the title 'Procedures'. You will get an overview of the existing topics. Click on the + button to create a new topic. You can optionally set the read and write permissions of a topic.




Manage procedure
In the menu under the heading 'Procedures', click on the name of a procedure, for example 'Loan'. You will then see the overview of existing procedures. With the + button you start a new procedure. You enter a name for the procedure (for example: Loaned objects to Museum Thorn). This will then be added to the overview of all procedures. Click on "Edit" behind the name of the procedure. Here you can manage the procedure by filling in the set input fields and adding the objects to the procedure. You add these by clicking on the + button. With the help of the search and filter option you can easily and quickly find the objects you want to add. Click on "add object" behind the name of an object to add the object to the procedure.




Export list of objects of a procedure
In the image above you see as an example the title "List data 'Loan': Loaned to Rijksmuseum". Next to this title is an icon with which you can export the list of all added objects to a CSV file or an Excel file.