Gavin Carlin

  • Total activity 10
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 0 users
  • Votes 0
  • Subscriptions 4

Activity overview

Latest activity by Gavin Carlin
  • Gavin Carlin created an article,

    Transfer of ownerships

    This article will be a guide on how to transfer the ownership of items from user to another. First, navigate to Go To > More > Users and search for the user who will be receiving the ownerships. On...

  • Gavin Carlin created an article,

    Editing Existing Drop-Downs on your Site

    This article will guide you on where to locate the drop-down lists on your site and how they can be edited. Locating Drop Down Lists The Drop Down lists saved to your site can be found within the "...

  • Gavin Carlin created an article,

    Pentana Risk Termanology

    This article covers some of the Terminology and Jargon used by members of the Helpdesk and other Guides on the Support Portal. You can use the 'Ctrl + F' keyboard shortcut to open a search bar and ...

  • Gavin Carlin created an article,

    Adding a Drop Down to your site

    This will be a guide on how you, as a user, can create a drop down list that can then be added as a custom field by the support team.  Creating a new drop down: To create a new drop, first head to ...

  • Gavin Carlin created an article,

    How can I report on Users, Roles and Permissions?

    User and Role reports can be used to easily view User and Role details, such as assigned Users, ownerships (in the Action, PI and Risk modules), assigned permission and other data. This guide will ...

  • Gavin Carlin created an article,

    Housekeeping: Documents

    All of the tasks outlined in this guide will require visibility of documents. Additional permissions will be outlined for each task. The examples shown here can be found on the customer training si...