Difference between revisions of "Setup Wizard"
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Chart_of_Accounts|Chart of Accounts]] This option is review only. | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Chart_of_Accounts|Chart of Accounts]] This option is review only. | ||
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| − | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Job_Type_Manager|Type of Work]] | + | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Job_Type_Manager|Type of Work]] Used to establish Job Types. All jobs require a job type. |
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| − | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Level_Types|Version/Revision Type]] | + | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Level_Types|Version/Revision Type]] Level Types for Model levels. |
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| − | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Manufacturers|Manufacturer Matrix]] | + | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Manufacturers|Manufacturer Matrix]] Manufacturer and model setup. |
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| − | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Equipment_Types|Equipment Type]] | + | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Equipment_Types|Equipment Type]] Equipment Type setup. |
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| − | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Warehouse_Setup|Warehouses]] | + | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Warehouse_Setup|Warehouses]] This option is review only. |
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| − | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Product_Lines|Inventory Groups]] | + | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Product_Lines|Inventory Groups]] Product line setup. |
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| − | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Misc_Charge_Group|Misc Item Groups]] | + | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Misc_Charge_Group|Misc Item Groups]] Used for reporting. |
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| − | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Item_Maintenance|Items]] | + | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Item_Maintenance|Items]] Inventory Management. Required review of imported items. |
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Account_Management|User Management]] | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> [[Account_Management|User Management]] | ||
Revision as of 11:22, 29 June 2023
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| Navigation | |||
| Complete Intiial setup > Setup Wizard opens automtically | |||
| Overview | |||
| Once the initial setup and import is completed the system will automatically open the Setup Wizard. The Setup Wizard provides quick access to the setup options. Once the setup is complete the user must validate the settings to verify that all of the required steps have been complete. If the setting are valid, the user will be provided the ability to continue to the software. | |||
| • Chart of Accounts This option is review only. | |||
| • Type of Work Used to establish Job Types. All jobs require a job type. | |||
| • Version/Revision Type Level Types for Model levels. | |||
| • Manufacturer Matrix Manufacturer and model setup. | |||
| • Equipment Type Equipment Type setup. | |||
| • Warehouses This option is review only. | |||
| • Inventory Groups Product line setup. | |||
| • Misc Item Groups Used for reporting. | |||
| • Items Inventory Management. Required review of imported items. | |||
| • User Management | |||
| • ETA/SLA Configuration | |||
| • Workflow Milestones | |||
| • Service Location Types | |||
| • Collateral Tasks | |||
| • Marketing - Advertising | |||
| • Nat'l/Reg Chains | |||
| • Contact Classification | |||
| • Inactive Reasons | |||
| • Note Categories | |||
| • Service Requests | |||
| • Service Solutions | |||
| • Workforce | |||
| • System Defaults | |||
