The Collection Module acts as a discipline of planning, organizing, and managing resources to bring about the successful completion of specific Collection goals and objectives. Whenever a user creates a Collection or assigned a Collection access, the user can upload documents related to the Collection and within other folders and thus make the documents available to other users, who can then review the user's document and send him/her the feedback accordingly.
Follow the given procedure to access the Collection Home screen:
The Collection Home screen opens by default when you logging in to the SKYSITE Facilities & Archive application.
If you navigating from other screens then
click on
at the top right-hand side of the screen to access the screen.
By default, the Collections falling under Active category will be displayed under the grid.
Screenshot displayed below shows the Collection Home screen:
The screen above displays each Collection details row-wise. The Collections displayed falls under the selected category (only Active Collections are displayed as per the screenshot above).
The Collection Number, Collection Name, Collection Owner, the type of access you have to the Collection, option to edit the Collection and Collection acceptance response shared by you to other users is displayed in the grid section of the Collection list.
Note: The word "Collection" although hard-coded in the application can be changed from back-end on user request. The alternative words for Collection can be "Facility", "Project" etc. depending on customer choice.
Operations which can be performed on Collections:
Click
on to select the category
of Collections. Collections under the selected category will be displayed
in the grid section as a Collection list. The categories include Active, Favorite, Inactive & Archived
Collections. A newly created Collection always falls under
Active category unless otherwise during Collection creation the Add to Favorite Collection
checkbox is enabled, hence in this case the Collection will fall under
the Favorite Category. (More
Details: Adding New Collection).
The Collections can be transferred to Inactive and Archived Category
during editing the Collections (More Details: Modifying
Collections)
Click
on button to create a new Collection
Select
Collection(s) by ticking the associated checkbox and click on button
to delete the selected Collections
Select
Collection(s) by ticking the associated checkbox and click on button
to mark a Collection as favorite. The Collections marked as favorites
will move into the separate category of Favorite
Collections. Need for this button arises from the fact that
a huge number of Collections may be there in the application (say
500), out of which you would access only 5. Hence, in order to reduce
the hassle of going through the list of Collections and then gaining
access to your Collection, mark your chosen Collection which you access
very frequently as favorites. This lets the application to move the
Collection into a separate category which you can access separately
without the hassle of scrolling through and searching for your Collection
within a huge list of Collections.
Click
on button to
generate either file or user activity report.
Click on button to
refresh the Collection list in the grid section. Hence, changes made
in Collection info during an intermediate period after logging on
will be reflected after refreshing the Collection list.
Click
on button to
export the displayed Collection list in the grid section either in
CSV format or directly in an Excel spreadsheet
on your local system.
Option to search specific Collections based on Collection Number, Collection Name or other Collection parameters.
Activities on Collections at Grid section:
Note: Most of the operations given above are explained separately in different help files.
Links: