To add CSI codes: In Manage | CSI Maintenance, click Add a row. In CSI Code, enter a code. In Description, enter the corresponding short description. In Extended Description, enter
To add CSI codes: In Manage | CSI Maintenance, click Add a row. In CSI Code, enter a code. In Description, enter the corresponding short description. In Extended Description, enter
The Programs tool located on the Manage tab allows you to set up and list Program codes with descriptions that can be used to organize projects. By placing any number
To add a Program: Access Manage | Programs. Click Add a row. Enter a Program ID and a Program Name. Accept the row. Repeat steps 2-4 as necessary. Save the
Once a program has been added, you can expand the program to access the Detail view and add projects to the program. This method is the only way to add
The Reference tool allows you to establish references and global references that can then be used to categorize documents. Considerations for References When creating you list of references, you’ll need
To add a reference: Access Manage | Reference and click Add a row in the Reference List part. Select a Doc Type from the drop-down list. In Reference enter a
The Region Maintenance tool allows you to define regions that can be assigned to vendors. Regions can be whatever works best for you: area codes, ZIP codes, geographical regions, etc.
To add a region: Access Manage | Region Maintenance. Click Add a row. In Region ID, enter an ID. In Description, enter the corresponding name. Accept the row. Repeat steps
The Templates tool allows you to upload various types of templates into Spitfire’s Template Library for use throughout the system. Considerations for Templates Before uploading templates into the Template Library,
To upload a template: Access Manage | Templates. Click Add a row. Select a Doc Type from the drop-down menu. Type a Name for the template. Select a Type from