Equus Software

Many pages display information bar at the top of the screen which may contain company and/or employee and assignment specific information depending which screen the user is on. In some scenarios…

Workflow - Page Controls

On some pages, users are able to use a rich text editor to format text. Users can use the buttons on the editor to bold, italicize, underline, text in the…

Rich Text Editor

Regions are a collection of countries that can be used to define the service area of vendors and/or for reporting on Assignment and Authorization To and From Region locations.The System-level…

Regions

Document Types are used to identify documents' restriction used in accessing and/or managing documents in the Equus Platform.  They are defined at the System level, and may be overridden at…

Document Types - How to view Document Types

OverviewMultiple features in the Equus Platform support the ability to add approvers to the workflow process. With Approval Rulesets, those approvers can be automatically determined and the approver l

Approval Rulesets

There are of different places used to store and distribute documents within the Equus Platform:
Document Library -  distributing documents stored at the company level.
Company Documents - distributing

Document Management

The Assignment Deletion Batch is a process used to easily delete all the information associated with one or more assignments from the system including the associated authorizations and employees.The b

Assignment Deletion Batch

Assignment ExtensionsWhen an Assignment needs to be extended and you need to route the extension for approval, you can create and Assignment Extension. There is no limit on how many…

Assignment Extensions

A Document Type can be made inactivate at a company level using the Company level Company Document Type Override screen.  Navigate to the screen by utilizing the Global Search. This screen…

Document Types - How to override the Document Type for the company

Workflows

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