Datenbanken

Understanding Databases

Learn what databases are in ProtocolHero and how to centrally manage master data such as customers, systems, or devices.

Video-Anleitung

Überblick

Databases serve as your central master data lists. Instead of re-typing customer or system details in every protocol, you enter them once and access them from anywhere.

Schritt für Schritt

  1. Understand the concept

    A database is a structured list, such as 'Customers', 'Systems', or 'Devices'. Each entry contains fixed fields like name, address, or serial number.

  2. See the benefits

    Data is maintained only once and stays up to date everywhere. This prevents typos and duplicate data entry—especially for recurring customers or systems.

  3. Use them in your protocols

    You can link a field in a template to a database. When filling out a protocol, your team simply selects an entry instead of typing everything out manually.

  4. Start with a small database

    Start with a manageable list, such as your most important customers, and expand it over time. This keeps the initial setup quick and easy.

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