Procedures

Go to the 'Procedures' page in the menu on the left. Click on the + button to create a new type of procedure (for example loan or restorations). Enter a name for the type of procedure. You can create unlimited procedures and configure them to your own wishes. You can set read and write permissions per role (Administrator, editor, employee or analyst) and determine who you want to give access to the procedure. Then click on "next".

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 thesauri of the Term Network. Select the term that best fits the name of your procedure.

Then determine which columns you want to see in the overview of the relevant procedure. Click "Add Column" to select an object field that you want to see in the overview. Columns you set here will be shown by default to all users who will view and/or manage the records of your procedure.

Finally, you can provide your procedure with topics and entry fields. In principle, you can manage every record in a procedure just as you can manage an object with its own input fields. On the right side you will find all available topics, on the left side you will find the topics that belong to the 'current structure'. To add a topic to the current structure on the left, you must first click on the 'Edit' toggle button at the top right. You can then move a subject from right to left using the arrows. You can also drag it from right to left (drag and drop) and release it. This way you can determine the order of the topics.

If you want to create a new topic, click on the gear next to the title 'Procedures'. You will receive an overview of the already 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. You start a new procedure with the + button. You enter a name for the procedure (for example: Objects loaned to Museum Thorn). This is then added to the overview of all procedures. Click on "Edit" behind the name of the procedure. Here you can manage the procedure by completing the set fields and adding the objects to the procedure. You add this by clicking on the + button. Using 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 an example of the title "List of dates 'Loan': Loaned to Rijksmuseum". Next to this title there is an icon that allows you to export the list of all added objects to a CSV file or an Excel file.