Knowledge base

Everything you need to know about the functionalities of the PCT

General

Is there a mapping with components from the standard?

Yes. In the reference matrix (under general) you can see which articles per standard are included in the texts. Of course, the standard in question must be included in your license.

What is a task?

An activity to be performed for maintaining the management system.

What is a registration?

When a form is completely filled out, you call it a registration. For each form, all registrations can be viewed under results.

How do I customize the corporate identity?

Administrators have the ability to customize the house style. Click on “Organization” on the left side of the tree. Here you can customize the logo and main menu colors.

Note! These changes are visible to everyone within the organization.

How do I customize the menu?

With the professional license it is possible to customize the menu. This can be done by clicking ‘Edit menu’ below the menu.
The order in the menu can also be changed. Customizing the menu is only possible for administrators.

When I press the space bar, it continuously opens the search bar. How do I turn this off?

Click ‘Settings’ at the bottom left of the page. Under Personal Settings, you can choose whether to (de)activate keyboard shortcuts.

How do I adjust the font in the PCT framework?

An administrator has the ability to set the layout of content in the PCT framework. This includes font types and sizes and adding a header and footer.

In your account, click on ‘Settings’ at the bottom left and then on ‘Templates’. After this, click on ‘Edit template styling’. Here the fonts can be adjusted.

Note: these changes are visible to everyone in the organization.

How do I report a bug or question?

If you have a question for us or want to report a bug, of course you can. Click on the question mark in the lower left corner next to ‘log out’. Here you can choose whether you want to send an e-mail, call us or check the FAQs.

Currently it is only possible for full users to report questions or bugs via the PCT.

What types of licenses are there for the PCT?

The PCT has three types of licenses: Standard, Professional and Enterprise. You can learn more about the options on the licensing page.

What is a viewer-mode?

If you click on the ‘eye’ in the upper left, you set the item to viewer mode. This means it becomes a logical, readable page. The links (identified by the blue-printed words) allow you to go to another part of the PCT with one click. To return to the editable page you can click on the ‘pencil’, then the ‘eye’ becomes visible again.

How do I set up favorites?

In the PCT, you can mark items from the PCT framework and forms as favorites. You do this by clicking on the favorite icon. All favorites can be found at the top right of the PCT.

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