Author: Dorothy McGovern

Adding Items If your Doc Type or other Spitfire area (e.g., the Executive Summary) is missing an item (field, checkbox, tab, etc.), you can easily add that item to the

When you select the Code Maintenance tool, the corresponding part appears. Columns Set Name The name of the set of choices, i.e., the code set. Set Type Whether the code

You can establish a relationship between two code sets (ex: Subtype and ItemType) using the ItemCodeLike rule. You would then use one-character codes in the parent code set (ex: Subtype)

Roles Security in sfPMS is role based. Through the Roles tool, you create roles that will later be assigned to users. Multiple roles can be  assigned to users. Since roles

Adding Roles To add a new role: In System Admin | Roles, click Add a Role. Complete the Role Name and Description fields. Click on any of the Conditions (PTRS)

When you select System Admin | Date Types, the corresponding part appears: Columns Doc Type The document type on which the date is available or required on the Date tab.

If you are using a cloud storage provider such as Box.com or OneDrive, the setup of these cloud storage providers includes the Cloud Drives tool. For more complete information about

The Compliance Types tool allows you to set up the Compliance Types for use in your system on the Commitment and Vendor levels. Compliance Types are mapped to specific Doc

To add a Compliance Type: In System Admin | Compliance Types, click Add a row. In Compliance Name, enter a descriptive name. Complete the remaining fields and checkboxes as needed.

There is automatic workflow for the Compliance Type. The commands in the automatic workflow tell sfPMS what to do whenever a Compliance requirement is out of compliance. To create you