Documentation

The Manage Dashboard is made up of a list of manager tools on the left and the selected tool part…
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The Routes tool on the Manage Dashboard allows you to create predefined routes, which then automatically populate the Route Details…
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Detail Considerations When creating your list of routees, consider the following: Which individuals or riles do you want to include…
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When adding your routees for a predefined route, you need to consider whether each person will be listed by user…
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Once you have predefined routes, sfPMS evaluates each new document when it is saved to see if a predefined route…
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When you select Manage | Routes, the Route List appears. Columns Route Name The name of the predefined route. We…
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The creation of a predefined route consists on three major steps: Naming the route Adding routees Adding rule criteria To…
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The Allocations tool allows you to set up allocations and markups to be automatically calculated and added to a Change…
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To add a new global Alert Subscription: In Manage | Alert Subscriptions, click Add a row. In User/Role, look up…
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The CSI Maintenance tool allows you to set up and list CSI (Construction Specification Institute) codes with both short and…
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