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Frequently asked questions (FAQ) for PromanX
1. How to create a new project?
- In the menu bar, select “File,” then “New,” and finally “Project.” Give the project a short and long name.
2. How to manage addresses?
- PromanX offers a central address book where companies and employees can be added or edited, enabling easy management of contact information.
3. How to add comments to a report?
- Through the radial menu directly at the respective report item, select “Comments” to compose and leave new comments for that item.
4. How are notifications for new comments displayed?
- An exclamation mark (!) in the top menu bar signals new, unread comments in the report. A comment symbol next to the report item also indicates new comments.
5. Can images or PDFs be added to comments?
- Yes, it is possible to add images or PDF attachments to comments. This is indicated by an image and attachment symbol next to the comment.
6. How can you view communication between team members?
- The comment overview provides a complete view of the exchange between team members. You can navigate directly to new comments or open the overview.
7. What should you do if you need help?
- For technical issues or questions, please contact the PROMAN Support Team via email or phone.
8. How to adjust the print settings for reports?
- In the Report Collection Manager, you can make individual print settings to adjust the layout, chapters, report items, and other elements of the report.
9. How to set a project logo?
- In the project settings under “Manage Project,” you can add the project logo. Select “Load Image” to insert and adjust your logo.
10. How to change the status of a report item?
- In the protocol view, you can update the status of a report item by selecting the current status and changing it to the desired new status.
11. What is the difference between central and project-specific addresses?
- Central addresses are available across all projects. Project-specific addresses are only visible and usable within a specific project.
12. How to ensure that all team members receive current information?
- Regularly updating the project in PromanX and using the comment and notification functions ensure that all team members stay up to date.