Jason Williams

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Activity overview

Latest activity by Jason Williams
  • Jason Williams created an article,

    User-Defined Fields

      OPTIONAL FEATURE - Contact your RizePoint representative to enable/disable this option. This option provides ten (10) user-defined fields at the bottom of the GENERAL tab on the Loca...

  • Jason Williams created an article,

    Exporting Grids to Word, Excel, and PDF

      OPTIONAL FEATURE - Contact your RizePoint representative to enable/disable this option. When this option is enabled, buttons are added to the top of each grid that allow you to expor...

  • Jason Williams created an article,

    Location Profile - Change History

    The CHANGE HISTORY tab displays a sequential history of changes made to any of the profile pages. It includes: Date of change Type of change Management level of the user who made the change ID and...

  • Jason Williams created an article,

    Location Profile - Attached Files

    The ATTACHED FILES tab allows you to attach supplemental files to the Location profile. When you click on this tab, a list of all supplemental files is displayed. To view a location file: On the A...

  • Jason Williams created an article,

    Logo Configuration

    The LOGO CONFIGURATION menu option allows administrators to change the default logo that appears in the header of the RizePoint application. The RizePoint Logo can be replaced with your organizatio...

  • Jason Williams created an article,

    Location Profile - Audit Forms

    When you click the AUDIT FORMS tab, a list of all audit forms associated with the location is displayed. Administrators may edit the list. If the location has been given access to the form through ...

  • Jason Williams created an article,

    Location Profile - Users

    The Users page allows you to associate specific users with a location. To add a user: From the Location profile, click the USERS tab. It displays all users currently associated with the location. ...

  • Jason Williams created an article,

    Location Types

    Before you create the actual location records, you should create the different types of locations that you deal with. For example, a restaurant chain may want to create a Location Type called STORE...

  • Jason Williams created an article,

    Management Profile - Change History

    The CHANGE HISTORY tab displays a history of all changes made to this Management record profile page, including the type of change, by whom, and the date on which the change was made.   *Note that ...

  • Jason Williams created an article,

    Location Profile - Roles

    The Roles page allows you to associate one or more roles with the location. All users assigned to one or more of these roles have access to this location. Note that by default, the role of the user...