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Log a Task has been Completed

Module How Tos Assets Module How Tos (Primary Suite)

In order to log that a task has been completed and is current/up to date (a green task status), g...

Updated 3 months ago by Mitzi Orkus

Update a Meter Reading

Module How Tos Assets Module How Tos (Primary Suite)

In order to update an asset's meter reading, go to the Assets Module Home Page opening the Upcomi...

Updated 3 months ago by Mitzi Orkus

Change the Status of a Meter Type

Module How Tos Assets Module How Tos (Primary Suite)

To change the status of a meter type, go to the Meter Types Tab on the Settings Page of the Asset...

Updated 3 months ago by Mitzi Orkus

Delete a Meter Type

Module How Tos Assets Module How Tos (Primary Suite)

To delete a meter type, go to the Meter Types Tab on the Settings Page of the Assets Module. Clic...

Updated 3 months ago by Mitzi Orkus

View a Meter Type's Key Information

Module How Tos Assets Module How Tos (Primary Suite)

To view the key information about a specific meter type, go to the Meter Types Tab on the Setting...

Updated 3 months ago by Mitzi Orkus

Dispatch Home Page

Dispatch Module Dispatch: Module Pages

The Dispatch Home Page contains the Dispatch Table, which displays the dispatch's number, title, ...

Updated 3 months ago by Rob Clay

Dispatch Module Summary

Dispatch Module Dispatch: Introduction

The Dispatch Module manages the scheduling and tracking of assets and people for remote deploymen...

Updated 3 months ago by Rob Clay

Approve a Form Entry Pending Approval

Module How Tos Forms Module How Tos (Advanced Suite)

To approve a form entry pending approval, go to the Home Page of the Forms Module. Select “Vie...

Updated 3 months ago by Mitzi Orkus

Add New Form Entries in the Dispatch Module

Module How Tos Dispatch Module How Tos (Specialized Su...

To add form entries in the Dispatch Module, go to the Home Page of the Dispatch Module. Click the...

Updated 3 months ago by Mitzi Orkus

Indicate a Dispatch Incident

Module How Tos Dispatch Module How Tos (Specialized Su...

To indicate there was a dispatch incident, go to the Home Page of the Dispatch Module. Click the ...

Updated 3 months ago by Mitzi Orkus

Update Estimated Activity Status with Actual Date / Time

Module How Tos Dispatch Module How Tos (Specialized Su...

To update an estimated activity status with actual date and times, go to the Home Page of the Dis...

Updated 3 months ago by Mitzi Orkus

Upload a File as a Dispatch Document

Module How Tos Dispatch Module How Tos (Specialized Su...

To upload a PDF as a dispatch document, open the specific dispatch you wish to add a file to. Go ...

Updated 3 months ago by Mitzi Orkus

Update Waypoint Arrival/Departure Status

Module How Tos Dispatch Module How Tos (Specialized Su...

To update a waypoint with actual arrival/ departure data, go to the Home Page of the Dispatch Mod...

Updated 3 months ago by Mitzi Orkus

Give Default Permission to View all Dispatch Incidents

Module How Tos Dispatch Module How Tos (Specialized Su...

To give individuals, certification roles or access levels the ability to view all dispatch incide...

Updated 3 months ago by Mitzi Orkus

Approve / Reject a Pending Dispatch Status Change

Module How Tos Dispatch Module How Tos (Specialized Su...

To approve or reject a dispatch status change, go to the Pending Approvals Page in the Dispatch M...

Updated 3 months ago by Mitzi Orkus

Add an Activity to a Dispatch Itinerary

Module How Tos Dispatch Module How Tos (Specialized Su...

To add an activity to the dispatch itinerary, go to the Home Page of the Dispatch Module. Click t...

Updated 3 months ago by Mitzi Orkus

Show Individual Form Entries on a Dispatch

Module How Tos Dispatch Module How Tos (Specialized Su...

To show individual form entries on a dispatch, go to the Home Page of the Dispatch Module. Click ...

Updated 3 months ago by Mitzi Orkus

Include Document Attachments in Dispatch Orders

Module How Tos Dispatch Module How Tos (Specialized Su...

To include a document attachment with the Dispatch Order, go to the Home Page of the Dispatch Mod...

Updated 3 months ago by Mitzi Orkus

Delete a Dispatch Attachment

Module How Tos Dispatch Module How Tos (Specialized Su...

To delete a specific attachment from a dispatch details page, go to the Home Page of the Dispatch...

Updated 3 months ago by Mitzi Orkus

Edit a Dispatch Attachment

Module How Tos Dispatch Module How Tos (Specialized Su...

To edit a specific attachment on a dispatch, go to the Home Page of the Dispatch Module. Click th...

Updated 3 months ago by Mitzi Orkus