Number Templates allow numbering sequences to be pre-defined and used throughout Kinetic during the creation of Reports, Items, Jobs & Sites. When a Number Template is in place, Kinetic will automatically generate the next sequential number using the format specified in the template when creating a new Report, Item, Job or Site. In some cases there is the option not to automatically generate the next sequential number, in which case the user is expected to manually input the number to be
Number Templates allow numbering sequences to be pre-defined and used throughout Kinetic during the creation of Reports, Items, Jobs & Sites. When a Number Template is in place, Kinetic will automatically generate the next sequential number using the format specified in the template when creating a new Report, Item, Job or Site. In some cases there is the option not to automatically generate the next sequential number, in which case the user is expected to manually input the number to be
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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 ...
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 ...
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 ...
A Job is created to allow users to report upon items at a Customer site. A Job can be completed either online or offline, and once all data has been uploaded to the main system, it can be reviewed and approved.�Once reports are fully approved they are automatically released to the Customer Portal.� When searching for a specific Job the following filters are available:�Customer, Job No, Job Type, Site, Status, Show All Jobs, or Show My Jobs. The last option will show Jobs that the signed
A Job is created to allow users to report upon items at a Customer site. A Job can be completed either online or offline, and once all data has been uploaded to the main system, it can be reviewed and approved.�Once reports are fully approved they ...
The home page of the Customer Portal will display Sites that the User has been given permission to view, this is called the Site Listing.� Sites can be filtered by Name, Next Report Date and a Number of Total Items. There are values shown for each Status option available i.e. 4 Defective items, 3 Not Seen items, etc per Site. Click on any of these values to see the items of that Status. Click on a row to select the Site so the user can see the Site Summary screen, which allow the user to
The home page of the Customer Portal will display Sites that the User has been given permission to view, this is called the Site Listing.� Sites can be filtered by Name, Next Report Date and a Number of Total Items. There are values shown for each ...