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

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• To create Agent Usergroup go to Main Menu > System Setup > Access > Usergroups > +Create.� Enter a Usergroup Name of Agent.�The Is External tick box must be checked to allow access to the Customer Portal. You can give the Agent Usergroup permission to use the App by selecting Can Access App.� No permissions are to be checked. Once complete select Save.

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• Creating a Super Search� The Super Search function allows users to create a query based on the selected criteria. You can create a Super Search based on the following data sets (some are configurable based upon system settings): Item, Report, Job, Site, Customer, Personnel, Scheduler, Medical, Form - Training & Form - Job.� To create a new query, go to Main Menu > System Setup > Data > Super Search > +Create New Super Search > [Select a data set] > Create. � � This will bring up details of a

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