Create Items Items can be created from within a Job or Site Register by selecting the�+Create New�button. Firstly select the Category of equipment that you want to create, then there are 3 creation options; Single Item This will bring up the the Create Item screen whereby selecting Single Item will allow an Item to be created. An�Item Number can be manually entered in the free text field, or alternatively selecting the Generate Item No checkbox will mean that the system will automa
Create Items Items can be created from within a Job or Site Register by selecting the�+Create New�button. Firstly select the Category of equipment that you want to create, then there are 3 creation options; Single Item This will bring up the the Create Item screen whereby selecting Single Item will allow an Item to be created. An�Item Number can be manually entered in the free text field, or alternatively selecting the Generate Item No checkbox will mean that the system will automa
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Creating a New Job Before creating a Job in the system Customers�and Sites must be created. For further information on creating Customers and Sites, please visit the the following�links: Creating Customers, Creating Sites. From the Main Menu select Jobs > Add New,�you will then be presented with drop downs to choose a Customer and Site.� A Job Number can be manually entered in the free text field, or alternatively selecting the Generate Job No checkbox will mean that the system will au
Creating a New Job Before creating a Job in the system Customers�and Sites must be created. For further information on creating Customers and Sites, please visit the the following�links: Creating Customers, Creating Sites. From the Main Menu select ...
Creating Items Similar to the Kinetic main system, the Kinetic app support the creation of items in three different ways... Single Item Job Details > View Items opens a list of Items available for reporting.� New items can be added to the system by selecting the + New Item button which will allow details of the new equipment to be entered, and saved.� Please be aware that if items are to be created using the Generate Item No function, first a Number Template must be set up in the mai
Creating Items Similar to the Kinetic main system, the Kinetic app support the creation of items in three different ways... Single Item Job Details > View Items opens a list of Items available for reporting.� New items can be added to the system by ...
To add a file to a Category go to Main Menu > Categories >�select required�Category > Files.� Files�can be uploaded into a Folder structure which can be personalised.�To create a New Folder, entered a name into the New Folder Name field. Follow by selecting Create Folder button.� To upload files, open the required folder and select Upload File button. This will bring up the Add File screen where the Name and Description of the files can be entered into the free text fields.
To add a file to a Category go to Main Menu > Categories >�select required�Category > Files.� Files�can be uploaded into a Folder structure which can be personalised.�To create a New Folder, entered a name into the New Folder Name field. Follow by ...
To add a new Site go to Main Menu > Customers > Select required Customer > Sites > +Create New.� On the Create Site screen details of the Name, Code, Description�and�Notes can be entered into the free text fields. Customer associated to the Site�can be selected from the Dropdown Menu. By Selecting the Symbol an Area where the Site is Located can be selected. New Areas can be created from System Setup > Company > Areas.� The Division�dropdown, will list all existing Divisions.
To add a new Site go to Main Menu > Customers > Select required Customer > Sites > +Create New.� On the Create Site screen details of the Name, Code, Description�and�Notes can be entered into the free text fields. Customer associated to the Site�can ...
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 ...