Regulations�are stored at Category level and�can be selected when carrying out inspections of specific equipment. Regulations can be displayed on Reports.� To create a Regulation go to�Main Menu > System Setup > Administration Tools > Lookup Manager > Regulations > +Create.� Enter the Regulations name, and description. Other Regulations can be created by selecting +Add button.� Once complete select Save.� Once the Regulation has been created, it can be added to the required Eq
Regulations�are stored at Category level and�can be selected when carrying out inspections of specific equipment. Regulations can be displayed on Reports.� To create a Regulation go to�Main Menu > System Setup > Administration Tools > Lookup Manager > Regulations > +Create.� Enter the Regulations name, and description. Other Regulations can be created by selecting +Add button.� Once complete select Save.� Once the Regulation has been created, it can be added to the required Eq
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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 ...
Create Dashboard Widget� The Super Search function can be used to report upon all of the of data stored in Kinetic and can be turned into a Dashboard Widget. � Once a Super Search has been created go to�Main Menu > System Setup > Data > Super Search.�Existing Super Searches are listed under the My Queries, Main System Queries or Main System and Portal Queries headings. Select the Action > Add To Dashboard option for your selected Super Search query.�Enter a Name that will be displayed on
Create Dashboard Widget� The Super Search function can be used to report upon all of the of data stored in Kinetic and can be turned into a Dashboard Widget. � Once a Super Search has been created go to�Main Menu > System Setup > Data > Super ...
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.
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 ...
The Item Register will display all equipment within the chosen site. � The equipment will be separated into Tabs for each top level equipment category or alternatively as icons if such have been uploaded against equipment categories. Alternatively Selecting ALL will display all Equipment Categories. To add an icon to Equipment Category go to Main System > System Setup > Administration Tools > Branding > Customer Portal > Action > Edit > Quick Links > Item Register > Add Category > Up
The Item Register will display all equipment within the chosen site. � The equipment will be separated into Tabs for each top level equipment category or alternatively as icons if such have been uploaded against equipment categories. Alternatively ...
To create new Division, go to�Main Menu > System Setup > Company > Divisions > +Create.� � Enter at least a Division Name - Code and other fields are optional.� Division Code can be used to make up Item, Report and Job Numbering Templates which are set up in System Setup > Administration Tools > Number Template. Company Logo can be uploaded by selecting the File Upload button once uploaded it can be downloaded using the File Download button �Ensure that an image file is uploaded. This
To create new Division, go to�Main Menu > System Setup > Company > Divisions > +Create.� � Enter at least a Division Name - Code and other fields are optional.� Division Code can be used to make up Item, Report and Job Numbering Templates which are ...