Knowledgebase
Menu: Using and configuring the Integrated Menu
Posted by Sinclair Hughes on 20 September 2018 08:48 AM

The Integrated edition of SPM & PHM provides a new interface to the applications.  The underlying functionality remains the same (or is improved) so it is relatively easy to transfer your work processes from one-to-the-other.

View this document to show the difference between the Classic and Integrated editions.

The following video demonstrates some of the main features of the SPM & PHM menu.

http://incisivesupport.com/train/vid/menuoptions.mp4 (7:36 mins)


For more detailed explanation of the options available when using the menu, go to:
Help > SPM/PHM Help then navigate to Basic Concepts or click here

 

One of the main improvements that comes with the Integrated edition is a much finer level of access rights can imposed so that you are able to restrict staff from viewing or changing information that they do not need to have access to.  This involves taking some time before you start using the Integrated edition is establish the permissions and roles that you want to use.  To make it easier for you, we can provide a set of commonly used permissions and apply these for you.

To give you a better idea of how the Permissions are used you can view the following documents:

or view the following video on how to configure the menu Permissions and allocate Roles.

        http://incisivesupport.com/train/vid/setup_permissions.mp4