Store Calibration Certificates

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If you wish to store calibration certificates in electronic format, TrackPro makes it easy to organize the files and retrieve them.

Consideration for a File Storage Location

If possible files, should be stored in a location that is routinely backed up. This will usually be a file server or a Network Attached Storage (NAS) device.
Read access to the storage location should be limited to those people that have a need to view the documents.
Write access to the storage location should be limited to those TrackPro Users that are authorized to manage certificates.
The folder structure that is used is optional and depends on some extent on how the files are named. One possible method is to assign file names based on certificate numbers. Storage folder(s) may then be named by year, item number or agency. Certificates could also be stored in one large folder.

Procedure for Organizing Certificate Access

Once files have been scanned and placed in there storage locations; proceed as follows to create the links to the files.
Locate the item that relates to a certificate. You may use the "Go To" button, record navigator or find function.
Click the "Item Links" tab on the Main Screen.
Click the edit button.
Drag and drop the file onto the TrackPro Screen. You can also use the "Add Link" button locate the file to be link. A hypertext link will be created in the grid.
Additional information may be added as desired.
Click the "Update" command button.
After you are no longer in edit mode the link may be opened by clicking it.