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 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
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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 ...
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 ...
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 create Report Dates go to Main Menu > System Setup > Report Setup > Report Types >select required Report > Dates. Select + New Date Type to open an additional field where the�Name of the New Date Type can be entered into free text field.� This Date Type can then be selected and associated with a Cycle if required. For further information on creating Cycles, please visit the following link�Creating Cycles. When Disable Free Type is checked, expiry date fields will display the
To create Report Dates go to Main Menu > System Setup > Report Setup > Report Types >select required Report > Dates. Select + New Date Type to open an additional field where the�Name of the New Date Type can be entered into free text field.� This ...
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 ...