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Initial setup - template and catalogs

Before you start operating with types of PPE, you need to configure the receipt template and the auxiliary catalogs that will be used in the module forms.

  1. Go to Settings > Report templates.
  2. Check that the template selected to generate the PPE delivery receipt by necessity is PPE delivery receipt or PPE delivery receipt (table).
  3. If it is not, select it and click Save.

All catalogs follow the same flow: access the corresponding section from PPE > Configuration, click New, fill in the main field and save.

  1. Go to PPE > Configuration > PPE type categories and click New.
  2. Fill in at least the Name of the category and click Save.
  1. Go to PPE > Configuration > Protection types and click New.
  2. Fill in the Name of the protection type and click Save.
  1. Go to PPE > Configuration > Applicable standards and click New.
  2. Fill in at least the Name of the standard and click Save.
  1. Go to PPE > Configuration > Sizes and click New.
  2. Fill in at least the Size and click Save.
  1. Go to PPE > Configuration > Brands and click New.
  2. Fill in at least the Name of the brand and click Save.
  1. Go to PPE > Configuration > Request reasons and click New.
  2. Fill in the Description of the reason and click Save.
  1. Go to PPE > Configuration > Movement types and click New.
  2. Fill in the Name of the movement type and click Save.

Source: M-SO-20-19-01 «PPE User Manual», version 1, 21/12/2020.