A Customer Site�is the primary location where items to be inspected are stored i.e. a yard, workshop, warehouse, boat, vehicle, etc. Customers can have multiple Sites, each consisting of many different Locations.� Items can be transferred between Sites, if required.

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• Location Templates can be used to apply a pre-defined Location structure to a Site. This can be particularity useful and efficient when dealing with Sites that share many of the the same locations i.e. wind turbines, oil rigs, warehouses, cranes, etc. Any number of Location Templates can be created to cater for a variety of Site types - any of these can then be applied to a Site during the creation process. Any items created on the Site thereafter can simply be associated with any of the Loc

  Location Templates can be used to apply a pre-defined Location structure to a Site. This can be particularity useful and efficient when dealing with Sites that share many of the the same locations i.e. wind turbines, oil rigs, warehouses, cranes, ...

• Site Locations�are typically physical locations within the Site where Items are located. A Site Location can be created from within the Customer Site by selecting the Locations Tab. To create a Top Level Location select�Locations > Create New Top-Level Location. �On the Create Location screen, you can add�Location Name, Code and�Location Category�(When a Category is selected this Location will only be available for Items belonging to the selected Category. Leave Category blank if

  Site Locations�are typically physical locations within the Site where Items are located. A Site Location can be created from within the Customer Site by selecting the Locations Tab. To create a Top Level Location select�Locations > Create New ...

• The home page of the Customer Portal will display Sites that the User has been given permission to view, this is called the Site Listing.� Sites can be filtered by Name, Next Report Date and a Number of Total Items. There are values shown for each Status option available i.e. 4 Defective items, 3 Not Seen items, etc per Site. Click on any of these values to see the items of that Status. Click on a row to select the Site so the user can see the Site Summary screen, which allow the user to

  The home page of the Customer Portal will display Sites that the User has been given permission to view, this is called the Site Listing.� Sites can be filtered by Name, Next Report Date and a Number of Total Items. There are values shown for each ...

• If an item needs to move to another Customer and/or a different Site or to a different Location within its current Site then it can be Transferred. Any Transfer action is logged and can be seen in the Movements�tab of the item record. Please note this is a permission based option, that can be set up by accessing�System Setup > Access > Usergroups �> select required Usergroup. �As you scroll down the page, Transfer/Archive options are selected under Item section. An item can be transferred

  If an item needs to move to another Customer and/or a different Site or to a different Location within its current Site then it can be Transferred. Any Transfer action is logged and can be seen in the Movements�tab of the item record. Please note ...

• An Agent is an external company user, who needs to see items located at Customers Sites on behalf of that Customer. They can therefor be provided with access to a Customers Portal with a read only view. A Customer can only have one Agent allocated to them, however an Agent can be allocated to multiple customers.

  An Agent is an external company user, who needs to see items located at Customers Sites on behalf of that Customer. They can therefor be provided with access to a Customers Portal with a read only view. A Customer can only have one Agent allocated to ...