HQ Control Basic Tutorial 1

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Getting Started with HQ Control

Basic Tutorial 1 for Super Administrators: Companies, Projects, Folders & Projects.

http://www.hqcontrol.com

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HQ Control Basic Tutorial 1

  1. 1. Basic Tutorial 1: Getting Started with HQ Control Companies, Projects, Folders & Documents by Hexagram Solutions The Project Information Retrieval System © 2009-2010 Hexagram Solutions. www.hqcontrol.com
  2. 2. <ul><li>Welcome to the HQ Control quickstart guide! </li></ul><ul><li>In this tutorial, we will achieve the following: </li></ul><ul><ul><ul><li>Tour of System Menu & Features </li></ul></ul></ul><ul><ul><ul><li>Adding Companies, Projects, Folders </li></ul></ul></ul><ul><li>& Documents to system </li></ul>by Hexagram Solutions
  3. 3. <ul><li>Log into the system using the website address </li></ul><ul><li>and login details provided to you by e-mail </li></ul>by Hexagram Solutions Logging Into The System
  4. 4. by Hexagram Solutions Project Documents - For creating, managing & viewing documents, folders & master files <ul><li>Add/Manage Companies </li></ul><ul><li>& Projects, Add/Manage Users </li></ul><ul><li>Only Super Administrators will see these options in the menu bar </li></ul><ul><li>For management of company, project & user accounts </li></ul>Tips Box - Contains tips on where you are and what you can do on the page Account Settings - For changing account settings (i.e: e-mail address & password) System Dashboard
  5. 5. by Hexagram Solutions 2. Link on main page area (only when there are no companies in system) There are 2 ways to add a company to the system. Click on either one. 1. Add/Manage Companies & Projects - After accessing page, click “Add a New Company” Adding a Company
  6. 6. by Hexagram Solutions System Menu & Features Adding a Company A box will appear asking for details Fields with a red * must be filled in Other fields are optional
  7. 7. by Hexagram Solutions 2. Click “Add New Project” below name of the company you want to add a project to 1. Click “Add/Manage Companies & Projects” - You are automatically redirected to this page after adding a company Adding a Project
  8. 8. by Hexagram Solutions A box will appear asking for details Fields with a red * must be filled in If the region you want is not in the list, you can add it through “add/edit regions” or at a later time Adding a Project
  9. 9. by Hexagram Solutions 1. Click “Project Documents” 2. Click on name of project to access project dashboard Adding a Folder
  10. 10. by Hexagram Solutions There are currently no folders for this project. You can only add master files and documents once folders have been created for a project. This is the project dashboard. Here, you can add folders, master files and documents. 3. Click “Create New Folder” Adding a Folder
  11. 11. by Hexagram Solutions A box will appear asking for details Fields with a red * must be filled in Description is an explanation of what files/documents the folder is for Adding a Folder
  12. 12. by Hexagram Solutions 1. Click on the folder name to access documents in the folder After adding a folder, you will be redirected to the project dashboard. Adding a Document
  13. 13. by Hexagram Solutions 2. Click on “Add Document” Adding a Document
  14. 14. by Hexagram Solutions 3. Fill in details required and click on “Upload File” Adding a Document
  15. 15. by Hexagram Solutions The End Got more questions? Visit www.hqcontrol.com or e-mail us at [email_address] © 2009-2010 Hexagram Solutions. www.hqcontrol.com

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