Manuals › Institute › Manage institute partners

Manage institute partners

This guide requires you to be elevated.

Step 1

In an elevated session navigate to the "Partners" page under the "Institute" section.

Step 2

With the "Manage partner categories" button, categories can be added and edited.

Step 3

When adding a partner category take note of the checkmark "Excluded from opening times". With this check the partner can use equipment outside the opening hours of the institute.

Step 4

To edit the name of a category and/or change the exclusion from opening times you can click on the "Edit" button.

Step 5

You can add partners via the "Add partner" button.

Step 6

Make sure to fill in all the fields of the "Add partner" window. If the dates are left empty the partner will be added for indefinite time.

Step 7

All the communications with the partner can be seen by clicking on the "Communication" button.

Step 8

By clicking on the "Documents" button you can see all the documents shared with the partner.

Step 9

Local documents can also be uploaded by clicking on the 'Add' button.

Step 10

To edit the partner click on the "Edit" button. Only the contact persons and the dates of the partnership can be edited via this window.

Step 11

When a partnership ends the partner is automatically hidden from the list. To see the inactive partners you can click on the slider below the list.