Configure a dossier for InSite
In InSite, you use new views that you have to configure. This means that you can use separate, simple views in InSite.
You can use the management tool to add custom fields on the tab.
- Add a dossier item type
In the dossier you work with various dossier item types. If you add a dossier item type for InSite, Profit automatically adds a page type, templates and functionality.
- Features of a dossier item type
You use features for recording dossier items, for selection purposes or for starting a workflow.
- Feature group
A feature group is a combination of a dossier item type, a workflow and a maximum of three feature values. The feature value makes sure that the submitted dossier item goes into the correct workflow.
- Add source data
You can use a source data element to indicate where data originates.
- Add a response template
Users can submit a response to a dossier item. If the response is often the same, you add a template in which you include a large part of the text.
- Add an action type
is an extra field in a dossier item type that you use for filtering. You configure the table to your own personal preferences.
- Add a dossier item page in InSite
In InSite, a site manager adds a page for the dossier item so that it is also visible in the menu.
- Set up the display of a user image in a response
You can display responses to dossier items, including the image of the user. You have two options here: you show the image everywhere or you show the image for a limited number of dossier item types only.
- Add a dossier item overview in InSite
A site manager adds a dossier item overview page to the InSite menu.
- Link a print report to a dossier type
Bij elk dossieritemtype selecteert u een rapport dat gebruikt wordt als u dossieritems van dit type afdrukt.
- Add a dossier item type for organisations, persons and contacts
You can only submit a dossier item via InSite for organisations, persons and contacts, if the dossier item type is available in InSite.
- Submit a dossier item with a completed Employee destination
For an employee, you can submit a dossier item in which the employee has already been entered. This is only possible for the destination.