How to add Institutes

We will guide you on how to set up Institutes that you use for Compliance Certificates.

Institutes are external, and their users do not have access to Delogue PLM.

In Admin you set up all the Institutes you need in your work with Compliance Certificates.

Remember:

That you have to have the Compliance Admin role in order to work in this area.

When adding a new Institute start out by clicking on the "Add Institute" button

The entire header area will be editable now

There are the following fields:

Name - a text field where you name your Institute.
Abbreviation - this is the only Mandatory field. The Abbreviation has to be unique and you will not be allowed to save any Institute with a duplicate Abbreviation.
NB no - a text field where you add the NB number for the Institute
Status - any Insitute can either be Active or Inactive. Default any new Institute is Active. You can at any time change the status.
Inactive Institutes can not be used on your Certificates.
Address
City
Zip code
Country

Once you have filled in all needed data - click on the green Save icon and your Institute is successfully created.

All your Institutes are visible in the List of Institutes on the left.

Here you can sort them after either: