How-to questions
Hi! Don’t forget to take a look in the Knowledge Base for answers to common questions :)
-
Transfer data from one user to another?
How can we easily transfer data from a previous employee who is no longer in the company to a new employee that was hired?
Currently they transfer the data manually to the new employee, was thinking of a way to automate this process for new hires that are replacing older employee's.
1 vote -
Create links within Manufacturing Work Instructions that automatically populate the correct TrackVia picture entry
I work for 3D systems. We manufacture 3D printers and use TrackVia in multiple ways, but on of them is to take pictures throughout the assembly process using Android Tablets for accountability and quality purposes. Currently, assembly line workers read paper work instructions, and only use the tablets for TrackVia. We want workers to be able to use the tablets to follow work instructions. Within the instructions, we would like for workers to be able to click a link that would take them to the appropriate TrackVia picture entry form. I'm not sure if this can be done being that…
1 vote -
Save my customization of Views & Dashboards?
Hello...
Whenever I customize any view (e.g., resizing or moving columns)...that customization IS NOT automatically saved (as the help files suggest it is supposed to be). Next time I come back to that view, it has reverted back to default. Really need to have this problem rectified, as it is really slowing me down.
thanx,
Mark Forman
1 vote -
1 vote
-
HOW DO I EDIT DAILY RO'S?
We don't have much info on this program and haven't received a call back. I would just like to know if there is a way or an admin user that can give access to others to be able to edit RO's that are inputted in the service operations specialist section? I don't know if any of this info helps. Here is our dealer info--
140659-Peninsula Subaru1 vote -
4 votes
-
Adding new user - yellow padlock appears next to fields that I want to enter. How do I get around this issue?
Trying to add new users with normal accounts and I keep getting a yellow padlock appear that is locking all the fields other than "password". Is there any way that they can be unlocked?
3 votes -
manage users
I do not have the option to manage users (only : My Profile - Sign out). How can I add a new user? Thank you
1 vote -
application user nick name
The application user field gives you a list of the user's name AND email, which is cluttered when there are several users in the list.
I would like to be able to rename to exclude the email address or create nick names for the users. Is this possible?
3 votes -
Is there a way to add a new dashboard to all roles?
When I create a new dashboard I often want to assign it to all roles. It's a bit tedious to assign it to each role individually. Is there a way to just assign to all roles?
1 vote -
get recommendations for a scanner hardware that works well with TV? iOS integration is a little spendy right now.
Trying to find a good scanner hardware that will work with Trackvia.
1 vote -
How do I delete users?
How do I delete users? For individuals I know will not be using the system again, how can I eliminate them so as to avoid a cluttered user management table.
11 votes
- Don't see your idea?