Aan de slag
Tabellen en formulieren gebruiken
Use record table · Use record form
Choose the task you want to carry out. Each procedure includes its prerequisites, steps and safeguards.
Voor wie
Beheerders, medewerkers en IT-teams die ITLedger gebruiken voor dienstverlening, assets, compliance en rapportages.
Taken
Kies je taak. De volledige werkwijze, voorwaarden en aandachtspunten staan hieronder in het Engels.
Use record table
Use record table.
Who can do this: Tenant administrator, Operator
Before you start
- Use an account with access to the stated page and permission for the chosen action.
Safeguards
- A missing form configuration prevents the page from loading correctly. Report the error rather than inventing fields.
- Create actions are hidden when the current user lacks edit permission for the table.
- Hidden and system fields are not offered in Column Manager.
- Batch edit changes selected record fields; do not assume it also adds or removes relationships.
- Column visibility/order and table font size are user preferences, not tenant-wide defaults.
- Open the relevant resource page.
- Use the search box and sortable columns to find records.
- Use primary actions such as Create or Refresh where available.
- Select rows to reveal selection-dependent bulk actions.
- Open Column Manager to toggle visibility, drag column order, and choose table text size.
- Use batch edit only after selecting the intended records and confirming field changes apply to all of them.
Expected outcome: The user has reviewed the result of use record table in the application.
Use record form
Use record form.
Who can do this: Tenant administrator, Operator
Before you start
- Use an account with access to the stated page and permission for the chosen action.
Safeguards
- Forms and available actions depend on the resource type and your permissions.
- A missing form configuration must be resolved before proceeding.
- Changing a record does not itself change or control the physical device.
- Open the relevant resource page.
- Choose Create, or select an existing record to edit.
- Complete the fields offered for that specific resource type.
- Review the values and permitted actions, then save and verify the result.
Expected outcome: The user has reviewed the result of use record form in the application.
Aanbevolen werkwijze
- Begin bij de onderdelen die je team het meest gebruikt.
- Houd de eerste inrichting overzichtelijk.
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