Home > SI Documentation (v19) > Administrator Guide > Setup > Control Panel > Systems

Systems

Here you can add/edit/delete Systems and Subsystems. Subsystems are limited to one level. Systems and subsystems are used in SI to organize and or group items within a Project. Many of the reports in SI have Report Definitions set to group by System so it is a handy field to assign to Items within a Project.

 

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You can add/edit/delete Systems and Subsystems from your global/catalog list. The only required field is Name, but you can also add an Abbreviation and a Description.

 

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Systems within your Catalog

 

You can assign products in your Catalog to a System if desired.

 

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If you add a product that is assigned a System to a project that where that System doesn't exist, the System\Subsystem will be added to the project. The System can always be changed within a project if needed.

Systems within Projects

 

When creating a project, one of the steps is to add Systems. The list of Systems for a project can also be modified at any time by either the Settings button, or the Edit Systems icon in the Drop Zone.

 

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Systems within Projects have an additional Notes field for adding internal notes:

 

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You can add from your global/catalog list of Systems or you can create new Systems. You can use the Move Up/Down arrows to set the order of your Systems, and the Promote/Demote buttons to create/change whether a System is a Subsystem.

 

If you create a new System within a project and want to add it to your global/catalog list, select the System in your list and click the Save as Default button.

 

You can Export a System Configuration (list) from a project to make it available to other users to import as the System list for their projects.

 

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When exporting, you will prompted to enter a name:

 

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When importing, you can also rename or delete any saved System Configurations:

 

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