13. Chart Section Editor

These instructions will show how to create new chart sections within Chart Navigator.

Click Tools, and Click Chart Section Editor.

Click on the area that you wish to add a Chart Section.

In this example we are adding to the Documents section.

 Click the Add button (i.e. the green +).

Type the name of the new chart section to add in both the Title and the Menu field/boxes.

  Click Create.

Click OK. Close out of the Chart Sections area, and restart SOAPware.

Now, using your Administrator login, Click Tools -> Security.  Click the + sign next to a user's name.  Click the + sign next to Charts.  Click the + sign next to Documents.  Click the new Chart Section name, and Click the Allow All button.  Click the checkboxes that you do not wish the user to have access to and a red X will display.  DO THIS FOR EACH USER THAT WILL NEED ACCESS TO THIS SECTION.

Click Close, and you are presented a prompt to logout of SOAPware for the new settings to take place.

In order to be able to perform the above tasks the user must have proper access in the Security Section.