Abstract
Product: BrassRing
Set and Edit My Req Defaults
Updated Release 18.07.23.
Users must have the Client Setting [Hide "Add my req" menu] set to No. Contact your Infinite representative to edit this option.
Default req data can be configured as a template for yourself, saving time if you often create similar types of reqs.
Creating a req by using your req defaults results in your defaults overriding the fields that would normally be populated by [Job Code Default Data].
Process
Set and Edit My Req Defaults
Select Menu → Reqs → Add my req → Set my req defaults.
If needed, select a Language to set the Req defaults on.
Select Actions → Add new defaults.
Select a Req Form by using the pull-down menu.
Select Continue.
Enter the default details of the req, and select Save and Continue.
Select OK.