Navigation:  File > Repository >

Creating a repository

Top  Previous  Top  Next

Each repository is directly connected to a storage place, and each storage place is associated with an organization department, recorded in the SE Administration component.

 

To do that, first, in the Storage place filter, located in the search filters panel, click on the search_small button and, on the screen that will be opened, locate and select, in the hierarchy, the desired Department. Use the user button to fill out the field with the department of the logged user.

Next, on the Type filter, click on the Select type button. The panel that will be displayed contains the structure of storage places that belong to the previously selected department. In the structure, select the desired storage place. Check the "Display lower level records option" option in the lower part of the panel so that the storage places that are in levels below the level of the selected storage place are also displayed in the list of records. Click on the Apply button located at the lower part of the panel.

 

Once done, click on Search. Thus, the repositories created in the selected storage place will be displayed in the list of records.

 

To add a repository, click on the new button on the main toolbar. To edit the data of a repository, select it in the hierarchy and click on the edit button.

 

On the screen that will be opened, enter an ID # and a name for the repository. To enter an ID # more easily, the button next to the field can be used to generate a new sequential number.

 

repositorio_dados

 

Note: To create a repository, it is necessary to fill out the required fields in the General tab. After saving the data for the first time, the Content tab will be available to be filled out.

 

hmtoggle_arrow1General
hmtoggle_arrow1Content

 

After configuring the necessary fields, save the record.