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

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• The Report Status tab can be used to conditionally define which report statuses are not available to select based on the answers given to report questions. To create a Report Status Rule go to Main Menu > System Setup > Report Setup > Report Types > select required Report > Status Rules > +New Status Rule.� Please be aware that the conditions that you set are a request to NOT list statuses when the conditions are met. An example condition may state: If the question 'Is the Item safe

  The Report Status tab can be used to conditionally define which report statuses are not available to select based on the answers given to report questions. To create a Report Status Rule go to Main Menu > System Setup > Report Setup > Report Types > ...

• 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 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 ...

• 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 ...

• 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 ...