Administration Archives - Formpak Software - Software for the Formulation & Ingredient Industries

Administration 14/11/2023

Manage Application Settings

Manage Application Settings Here you can manage diverse application settings, including information shown on the home page of the application, default currency, default unit of measure and whether duplicate items are allowed in formulations. Amendment of any of these application settings require Administrator access. Use the selector to target the appropriate topic. Make any changes and select ‘Save’ when done. Automatic Processing Composition Development Composition Explosion...

Administration, Batches, Items, PCN 14/11/2023

Manage Item Code Sequences

Manage Item Code Sequences Item Code Sequences can be used to assign codes to items automatically. Item Codes can be alphabetical, numeric or both. Items Code Sequences can be assigned to Users, Item Classes and combinations. This means e.g. A formulation developer can have unique codes assigned to their formulations automatically, or all formulations of a particular class have the same code structure, assigned automatically. On this page you can select an item code sequence to view or modify, o...

Administration, Documents & Reports 17/10/2023

Manage settings for emailing documents

Manage Settings for emailing documents You may want to send documents via email from within Formpak to do this you may want to define a company email address to which all documents you email are copied. This can be useful for tracking purposes and as proof of emailing. Prerequisites You will need to know the SMTP Server, Port and User for the email you wish to set-up. This will depend on the mail service your company are using. For example, mail services can be Outlook or Gmail. The SMTP setting...

Administration, Documents & Reports, Properties 17/10/2023

Automatic Processing

Process for setting up Automatic Processing Automatic processing ensures the properties of Raw Materials and Formulations are always up to date and allows the impact of these updates to generate revised documents for customers. Typically, Automatic Processing is scheduled to run out of office hours when Formpak is not in use. Caution is advised before making any changes as it may disrupt other out of hours actions. Automatic Processing has multiple steps: Recalculate for Property Type – Select...

Administration 20/07/2023

User Roles and Permissions Overview

User Roles and Permissions Overview Permissions Permissions relate to the specific ability to perform an operation, including viewing, modifying and adding information, or which types of information a user can interact with. Examples are the ability to view a Formulation Composition or Modify a Raw Material. There are hundreds of possible variations of permissions and they can be allocated to Roles or Users. There are different types of Permissions: Operation permissions relate to core functions...

Administration, Documents & Reports 20/07/2023

Watermark appearing on SDS

Watermark appears on old versions of documents The watermark, which usually says ‘Historic’, is there to differentiate between current documents (no watermark) and those previously printed, which may be out of date and no longer valid. If you do not want to see the watermark you can choose not to show it in ‘Manage Application Settings’, category ‘Documents’, setting ‘Show warning on historic documents’. Last updated Dec 2019...

Administration 20/07/2023

Windows 10

Does Formpak work on Windows 10? Yes it does, but it must be Windows 10 Pro or above – not Windows 10 Home. For Personal Edition users: Once you have upgraded to Windows 10 you basically need to sign in as user: ‘Formpak’ and do a restart, then log back into your own user id. Please follow these steps: Logout of your regular Windows user id. Login as the “Formpak” Windows user id (used for the installation of Formpak). Wait until the desktop has completely loaded an...

Administration, Documents & Reports, Parties 20/07/2023

TO Overview

TO Overview TO is ‘Target Organisation’ which means your company. There should always be a default TO and this should be the primary site of your company. It is possible to have more than one TO for example to reflect multiple divisions of your company. Different TO’s can have different addresses, contact names, responsibilities and logos etc. A key way multiple TO’s are used is in document production. For example if you are responsible for producing documents, such as Sa...

Administration 20/07/2023

Security Features

Security Features Formpak security features are: 1. Password Criteria Existing passwords remain valid. As soon as an existing password is changed, or a new password is created, it will need to meet the following criteria: At least 8 characters At least 1 number At least 1 uppercase At least 1 lowercase At least 1 special character 2. Locking Failed Login Attempts This is a configurable feature and the default position is no change. These settings can only be updated by an Administrator. The chan...

Administration, Documents & Reports, Parties, Suitability 20/07/2023

Region Settings

Region Settings You can view region settings by search for “View a Region”. Choose from the drop down list to select the region you wish to see. Information shown will include the code, name and country of the language, format details and date last modified. To edit these settings go to “Manage Region Settings”. Use the drop down box to select a region. Settings such as number, date and time format can be modified. It is possible to change additional settings: RTL: Tick t...