Setting up flags

Users can organise their work with records by using flags for either personal or unit management in both the record and main windows. A user with the “Flag administrator” privilege is able to define which flags are available to the users of a given F2 authority.

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Figure 1. Example of the control flag menu on a record

Control flags are created, edited, and deleted in the “Flags for personal control” dialogue. Click the Flags for personal control menu item in the ribbon of the “Administrator” tab to open it.

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Figure 2. The “Flags for personal control” menu item

In the “Flags for personal control” dialogue an administrator can:

  • Create new flags

  • Edit flag types

  • Edit flag colours

  • Change flag number sequence

  • Delete flags.

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Figure 3. The “Flags for personal control” dialogue

When a new control flag is created it must be given a title, a colour, and a priority. The priority determines the flag sequence. It is possible to search for flags e.g. in order to group them.

Click on OK to save the control flag.

Control flags can be used by all users in the organisation.

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Figure 4. Name the control flag

If the title of a control flag is changed, the change will apply to all records on which the flag is in use.

If a flag is deleted, it is removed from all records on which it is in use.

If an administrator changes a flag’s colour, the change can be seen in the result list immediately by pressing Ctrl+F5. The flag’s colour is not updated in the main window ribbon or the context menu until F2 is restarted. This also applies to other changes to flags.