Settings

Settings allow customization of many Onware document fields, functions and workflow on a Site-wide/global (default) or individual project (custom) basis.

 

From the Administration menu, select Settings.

Tip: You can also access Settings from the Collapsed Menu.

 

The Settings page displays.

Note: Only Project Administrator or Software Administrators can configure the settings.

 

Settings by Category

• A. Global Settings
• B. Project Settings
• C. Default or Custom Settings

 

Settings by Document Type

• Change Settings

• Change Directive Settings

• Change Order Settings

• Change Request Setting

• Clarification Request Settings

• Consultant Recommendation Settings

• Documentation Settings

• Field Order Settings

• File Settings

• Meeting Settings

• Progress Claim Settings

• Quotation Setting

• Recommendation Settings

• Request for Alternative Setting

• Request for Clarifications Setting

• Request for Information Settings

• Request for Substitution Setting

• Site Visit Settings

• Submittal Settings

• Supplemental Instruction Settings

• Transmittal Setting

• Unsolicited Change Request Settings

 

For settings specific to E-mails, see E-mail Settings.

For settings specific to drop down lists in editing a project, select Additional Settings.

For settings specific to Consultant Disciplines, select Additional Settings

For setting specific to the numbering convention of newly created documents, select Additional Settings