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Kanban Module How Tos (Specialized Suite)
Grid Module How Tos (Advanced Suite)
Understanding Fields: Form, Formatting, and Utility Field Explanations
Fields are the individual data elements that makeup forms. You can think of them as a container for a type of information. They are the building blocks the Forms Module uses to collect, store, and process data in a structured way. Every field has properties (...
Form Fields Tab
When a form is in Live Status, you will be required to select a checkbox to enable editing of the form. You will not be able to access the Fields Tab and make changes until you do so. Selecting “Fields” from the Forms Table context menu will open a form’s F...
Form Rules Tab
When a form is in Live status, you will be required to select a checkbox to enable editing of the form. You will not be able to access the Rules Tab and make changes until you do so. Selecting “Rules” from the Forms Table context menu will open a form’s Rul...
Update Estimated Activity Status with Actual Date / Time
To update an estimated activity status with actual date and times, go to the Home Page of the Dispatch Module. Click the ID or Title of the specific dispatch whose activity status you wish to update. This opens the Dispatch Details Page. Select the clock...
Indicate a Dispatch Incident
To indicate there was a dispatch incident, go to the Home Page of the Dispatch Module. Click the ID or Title of the specific dispatch you need to indicate an incident for. This opens the Dispatch Details Page. Hover the cursor over the itinerary activity...
Add New Form Entries in the Dispatch Module
To add form entries in the Dispatch Module, go to the Home Page of the Dispatch Module. Click the ID or Title of the specific dispatch you want to submit a form entry on. This opens the Dispatch Details Page. Hover your cursor over a form’s displayed nam...
Upload Files to An Action
Files cannot be uploaded through the Edit Action Modal. To upload a file to an action, click on an action title opening the individual action’s summary page. Clicking on the upload icon to the right of the Files Section header opens the Upload File modal. ...
Archive an Action Group
To archive an action group, select the Groups Page on the Main Menu, opening the Manage Action Groups Page. Clicking the three dot icon to the right of the action group opens the Action Group Context Menu. Select “Edit Action Group” from the context menu op...
Edit An Action Group Template
To edit an action group template, select Templates from the Actions Module Main Menu, opening the Manage Templates Page. Selecting the three dot icon to the right of the Action Group Template Title opens the Action Group Template Context Menu. Select “Edit”...
Manage Database Entries Page
Selecting “Manage Entries” on the context menu opens the Entries for Database (DatabaseName) Page and the Database Entries Table. Entries can be added, imported, and exported on this page. Bulk edits can also be enabled for efficiency. The three dot (…) ico...
Assets Email Alert Summary
Users can enable and set their own notifications preferences for system emails on the Notifications Tab of the My Accounts Page in the Accounts Module. How To: Edit Email Report/Alert Notification Settings for Existing Accounts Assets Module Email Alerts Su...
Assets Module Summary
The Assets Module is comprised of various components (folders, entities, collections of tasks, etc.) that are used to designate, manage, and track both recurring company tasks, physical assets, and maintenance that users are assigned ownership/responsibility f...
Assets Home Page - The Upcoming Task Table
The Home Page in the Assets Module is labeled with the header Your Upcoming Tasks and displays the user’s upcoming tasks or workorders for the day that are associated with the assets that individual has been assigned responsibility for. The Upcoming Task Table...
My Assets Page
The My Assets Page in the Assets Module displays all assets and all sub-components that are assigned to the user in tabular format (whereas the Homepage only shows a user’s upcoming tasks). The My Assets Table displays a summary of the asset that includes the ...
Manage Assets Page
Selecting Manage Assets in the Assets Module from the Main Menu opens the Manage Assets Page. The Manage Assets Page in the Assets Module is where assets, components, and task schedules can be created and managed. The visibility of this page is determined by ...
Assets Files Page
Files in the Asset module are not automatically included the Documents Module, although they can be manually added to both. Selecting the Files Page in the Assets Module from the Main Menu opens the File Library page. Any files uploaded in conjunction with th...