The following procedure will allow an administrator to add bookmark documents to the list of available Reports and to allow users to access them through their Report Profile settings.

 

Updating MoversSuite to recognize bookmark documents 

1.   Open the Mover’s Suite Administration,

2.   Access the Common > Reports > Reports > Reports setup,

3.   Enter Menu Name, Report Name, Report Path, Report Type, and System ID using the Reports Table Properties as they apply to Bookmark Files table as a guide,

4.   Tab through the Render Type field to save the record,

5.   Repeat Steps 3 and 4 to add other bookmark documents to the list of Reports,

Modifying a user’s profile to recognize bookmark documents:

6.   Access the Common > Reports > ReportProfileDetail > Report Profile Detail setup,

7.   Select a Report Profile (users that can access the report) from the available list.  Define new profiles within the Report Profile setup through Common > Reports > ReportProfile, if needed.  Refer to the MoversSuite Administration topic for more information on defining new Report Profiles,

8.   Select the newly defined report title from the list of Report Names,

9.   Repeat Steps 7 and 8 assign other bookmark documents to other user’s Report Profiles.

 

Upon successfully adding a document to the list of Reports and assigning the document to a user’s Report Profile, the user will be able to access them through the Reports > Letters menu options available within MoversSuite.

 

If personnel records need to be updated to reference a specific Report Profile, then an administrator can follow the procedure listed below.

 

      Updating the Report Profile for personnel

1.   In MoversSuite Administration - web,

2.   Access the User Setup > Personnel > Personnel setup,

3.   Locate Employees from the drop-down list,

4.   Select the User Setup tab,

5.   Press the Edit button to enable data fields to be modified,

6.   Select the Report Profile from the provided list,

7.   Press Save to keep the changes to this record,

8.   Repeat Steps 3 through 7 to update the Report Profile for other employees.

 

Once defined and accessible a user can generate bookmark documents from within MoversSuite.  Read more about this in the Viewing Bookmark Documents section.

 

More information on adding and updating the documents is available within the online help under the Reports topic.