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

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• Divisions hold�general�company�information�which can be used on reports A new Division can be created from the Administration Menu by selecting Divisions Selecting the +Create button will allow details of the Division Name, Division Code, Telephone, Fax, Website and Email Address to be entered into the freetext fields A Company Logo can be uploaded by selecting the File Upload button��once uploaded it can be downloaded using the File Download button� This Logo can then be used on

  Divisions hold�general�company�information�which can be used on reports A new Division can be created from the Administration Menu by selecting Divisions Selecting the +Create button will allow details of the Division Name, Division Code, Telephone, ...

• 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 ...

• You can limit Report Status options based on report content. This is used to set which icons you would like to display for each status within the system. These statuses are then displayed on the Dashboard, Customer Portal and against Equipment Statuses on Item Register.� To create new Report Status Icon go to Main Menu > System Setup > Report Setup > Status Admin > +Create. � Enter Name, select Colour and Icon.� You can archive an Icon by selecting Archived tick box.� To View/Edi

  You can limit Report Status options based on report content. This is used to set which icons you would like to display for each status within the system. These statuses are then displayed on the Dashboard, Customer Portal and against Equipment ...

• 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 ...

• 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, ...