Files can be uploaded into a Folder structure which can be personalised to a specific Site. To do so go to�Main Menu > Sites > select required Site > Files. � To create a New Folder, the Folder Name can be entered into the New Folder Name Field, followed by clicking on Create Folder button.�The user can upload files by selecting a folder, then using the Upload File button.�This will bring up the Add File menu, where the Name and Description of the files can be entered into the free text fields
Files can be uploaded into a Folder structure which can be personalised to a specific Site. To do so go to�Main Menu > Sites > select required Site > Files. � To create a New Folder, the Folder Name can be entered into the New Folder Name Field, followed by clicking on Create Folder button.�The user can upload files by selecting a folder, then using the Upload File button.�This will bring up the Add File menu, where the Name and Description of the files can be entered into the free text fields
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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 ...
Customer Files�can be uploaded into a Folder structure which can be personalised to each Customer.�To create a New Folder, the Folder Name can be entered into the�New Folder Name�Field, followed by selecting the CreateFolder button.� The user can then Upload Files by opening the required folder, and selecting the 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. Ticking the Is Public�checkbox,
Customer Files�can be uploaded into a Folder structure which can be personalised to each Customer.�To create a New Folder, the Folder Name can be entered into the�New Folder Name�Field, followed by selecting the CreateFolder button.� The user can ...
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 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 a new Personnel Profile go to the Main Menu > Personnel > Personnel Records > +Create New.� The Overview�section will allow general details of the users name and contact details to be entered.� A Signature can also be uploaded by selecting the Upload File button. Please ensure that an image file is uploaded here i.e. PNG, JPG, JPEG, etc. This can then be displayed�on�reports created by the user. Selecting the�Archived�tick box will archive the Personnel record. From the
To create a new Personnel Profile go to the Main Menu > Personnel > Personnel Records > +Create New.� The Overview�section will allow general details of the users name and contact details to be entered.� A Signature can also be uploaded by selecting ...