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You may find it helpful to review background information on general configuration features such as processing options, audit trial reporting, and automatic numbering.
Related Topics:
- Lookup, Dashboard, and Info Center Grid View Options
You can configure Lookups, Dashboards, and Info Center grid views. - Audit Trail Reporting
Use the Audit Trail Reporting feature to keep track of changes made to your Info Center and Configuration records. Audit trails are triggered when users perform update, delete, and insert actions. Auditing also applies to Info Center user-defined components - Process Server Options
A process queue is a named waiting list to which you can submit functions or processes. When the system administrator starts the process server on a workstation running Vision, a process queue is assigned to the process server. Processes "waiting" in the queue are then run, in the order scheduled, by the process server. - Auto Numbering Overview
Vision includes an automatic numbering feature that automatically generates an identification number for new records created in many Info Centers and User-Defined Components. - Auto Numbering Example
To create new identification numbers in the Client Info Center, you could format the fields as shown in this example. - Map Values Example for Expression Configuration
You can use the Map Values field on the Expression Configuration for Auto Numbering dialog box to map values for lookups, drop-downs, check boxes, and the current month and year. - Document Management
The Document Management module makes it possible for you to share information by providing a Web-based document collaboration platform for all team members.
Parent Topic: General System Settings Overview