Create a Scheduled Email To create Scheduled Emails go to Main Menu > System Setup > Data > Scheduled Emails.� The Create (Schedule)�option is used when an email is to be sent at a specific time or frequency; Any of the other Trigger options are used to send an email when the related system action is met i.e. a Job is ended will make any emails created using the Create (Job Completed) trigger send. The Name of the Scheduled Task can be entered in the free text field.� If this

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• The results of a Super search query can be shared with other users or external contacts via email by creating a Scheduled Email. To create a Scheduled Email go to Main Menu > System Setup > Data > Super Search > Action > Create Scheduled Email. � This will send a scheduled email, based on the criteria selected, with the Supersearch information as an attachment. For further information on creating�scheduled email, please visit the following link�Create Scheduled Emails.�

  The results of a Super search query can be shared with other users or external contacts via email by creating a Scheduled Email. To create a Scheduled Email go to Main Menu > System Setup > Data > Super Search > Action > Create Scheduled Email. � ...

• To create Agents login go to Main Menu > System Setup > Access > Logins > +Create. Enter a Username�and�Password into the free text field which will be used to access the system. � The�Name (Full name) and Email Address of the Agent must be entered into the free text field. � The Agent Usergroup must be selected from the Dropdown menu. For further information on creating New Usergroups, please visit the following link�Creating Usergroup. � A Division that the Login is associated with

  To create Agents login go to Main Menu > System Setup > Access > Logins > +Create. Enter a Username�and�Password into the free text field which will be used to access the system. � The�Name (Full name) and Email Address of the Agent must be entered ...

• To add Fields to an existing Report please go to Main Menu > System Setup > Report Setup > Report Types >�and select the required�Report > Fields > +New Field.� � Enter Label Text into the free text field. This is the text that will be used as the Label next to the dynamic field being created � The Name field will automatically populate with a name based on what is entered into the Label Text field.� Please ensure that Name Fields are updated accordingly on Telerik Report Designer,

  To add Fields to an existing Report please go to Main Menu > System Setup > Report Setup > Report Types >�and select the required�Report > Fields > +New Field.� � Enter Label Text into the free text field. This is the text that will be used as the ...

• To create an Area go to Main Menu > System Setup > Company > Areas.� The first option available is to Create New Top-Level Area. This will bring up the Create Area screen where the Area Name can be entered into the free text field e.g. Europe and a Area Code if required for information. If you are creating an Area which falls under another area details of the Parent Area will be populated by the system automatically.� Select the +Add button to select Person from the dropdown. A Cat

  To create an Area go to Main Menu > System Setup > Company > Areas.� The first option available is to Create New Top-Level Area. This will bring up the Create Area screen where the Area Name can be entered into the free text field e.g. Europe and a ...

• Create Dashboard Widget� The Super Search function can be used to report upon all of the of data stored in Kinetic and can be turned into a Dashboard Widget. � Once a Super Search has been created go to�Main Menu > System Setup > Data > Super Search.�Existing Super Searches are listed under the My Queries, Main System Queries or Main System and Portal Queries headings. Select the Action > Add To Dashboard option for your selected Super Search query.�Enter a Name that will be displayed on

  Create Dashboard Widget� The Super Search function can be used to report upon all of the of data stored in Kinetic and can be turned into a Dashboard Widget. � Once a Super Search has been created go to�Main Menu > System Setup > Data > Super ...