Tab Setup

The Tabs in the Inspector setting define:

  • What tabs show when navigating the risk inspector

  • Rules for when they show and hide (risk status and user roles)

  • What actions are available within those tabs

An understanding of Page Codes and Page Buttons is requitred to set up a tab successfully.

Item
Description
More Information

Code

Select the data you want to show on the tab

Label

What name the tab should show "i.e. Documents"

Quote Status

Which risk status types the tab should be visible

Buttons

Actions available within the tab

Member Group

MemberGroups that should be able to see the tab.

Note: If left empty, tab will show for all users.

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