Optional settings
      • 16 Nov 2022
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      Optional settings

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      Article summary

      Optional Settings

      These xBit features offer configurability to assist with those differing needs of organizations.

      Set Case ID Settings

      By default, xBit requires users to enter the case ID manually when creating a case. If your agency has a standard naming convention, xBit can generate case numbers instead of having examiners enter them manually.
      Visit the Auto CID section in the Admin section of this guide for complete information.

      To turn Auto Case ID on, go to Admin > About / Settings.
      To setup Auto CID, Select Yes and Submit. The page will refresh and now a hyperlinked “Auto CID” option will appear. Alternatively, navigate to Admin ->Auto CID (will not be visible until the yes option is Submitted).

      Add Departments and Units

      Visit the Departments / Unit section in the Admin section of this guide for complete information.

      You can access by clicking on Admin​ in the top Navigation bar and then ​Departments/ Units. This dropdown will appear when noting an Expense and on the Lab Submission form. Create categories for the Type of agency this is associated to or create new Department/ Units.

      Asset Manager Configurations

      Visit the Asset Manager section in the Admin section of this guide for complete information.

      Asset Manager can be found on the top navigation bar. The Asset Manager has been improved to include Filters and the ability to add non-licensed users as asset holders.


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