System Administration
The starting point for system administration is the Configuration Page (screenshot below). This page is accessed by clicking Configure RecordsManager on the Home Page.
The Configuration Page has three tabs:
•Database Structure, which displays the RecordsManager data structure and enables you to edit this structure.
•Manage Users for configuring the users and roles of the system.
•Settings for a wide range of system settings.
System administration documentation
The System Administration part of the documentation describes how an admin can design the database and configure the RecordsManager system. It is separate from the System Use part, which describes how to use the database after it has been set up.
The System Administration part has been organized into the following parts:
•Admin Overview, which provides an outline of how to build and configure your system.
•A description of RecordsManager features, organized on the basis of the tabs of the Configuration Page: Database Structure, Manage Users, and Settings.
•A detailed description of Reminder Emails.
•A description of the Database Restore Checkpoints feature, which enables you to restore the database to a previous state.
•A description of how to use Artificial Intelligence (AI) help to modify your database structure.
We recommend that you read the Admin Overview section in order to understand how the system is to be built and then start your work, while using the rest of the documentation in this part as a reference.