Site Management

SiteMgnt.PNG
Navigation
To access Site Maintenance, select Search > Sites > Use the search to find the site to access > Select the row for the site to access >Click Edit
Overview
• Jobs Tab
• Customer Tab
• Memo Tab
• Tasks Tab
• Contacts Tab
• Notes Tab
• Documents Tab
• Equipment Tab
• Agreements Tab
• PM Schedules Tab
• Invoices Tab
Fields
Customer Code		Customer Name
Clone From: Customer Address	Clone From: Ship To
Site Name	Site Type	Est Date	Site Code
Address	Chain	Referral Code
Address	Store No	SLA
Address	Store Type	Priority
Zip	Map Code	Branch
City	State	Price Levels
Latitude	Longitude	Tax Schedule
Main No	Fax No	Active
Labor #1	Servicer #1	Primary Contact
Labor #2	Servicer #2
Jobs Tab
SiteJobTab ccexpress.png
Overview
Jobs are managed on the Job Management Form.
• Use the More drop-list to Add a new Job.
• Select a job in the results grid to Edit the job.
• Use the More drop-list to search for an existing job.
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Customer Tab
SiteCustomerTab ccexpress.png
Overview
Desc Here
Fields
Customer Name	Customer No
Address	Phone No
Address	Fax No
Address	active
City	State	Zip Code	Country
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Site Memo Tab
SiteMemoTab ccexpress.png
Overview
Desc Here
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Tasks Tab
SiteTaskTab ccexpress.png
Overview
Tasks are managed using the Task Management Form.
• Use the More drop-list to Add a new Task
• Select Edit in the results grid to Edit the Task.
• Select Replicate in the results grid to Replicate the Task.
• Select Remove in the results grid to remove the Task.
Fields
Task Type	Task Desc
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Contacts Tab
SiteContactTab ccexpress.png
Overview
Contacts are managed using the Contact Management form.
• Use the More drop-list to Add a new Site Contact
• Select a contact in the results grid to edit the contact using the Contact Management form.
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Notes Tab
SiteNoteTab ccexpress.png
Overview
Notes are managed on the Notes Tab.
• Use the More drop-list to toggle the form to Add a new Site Note
• Use the More drop-list to toggle the form to search for an existing Site Note
• Click the Edit option in the results grid to edit an existing SiteNote.
• Click the Remove option in the results grid to remove an existing Site Note.
• Use the Customer radio option to view the customer notes.
Fields
Category
Note
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Documents Tab
SiteDocumentTab ccexpress.png
Overview
Document are uploaded, downloaded and removed using the Documents Management form.
• Use the More drop-list to add a new Document using the Documents Management form.
• Click the Remove option in the results grid to edit the document in the Documents Management form.
• Click the Remove option to remove the Document.
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Equipment Tab
SiteEquipmentTab ccexpress.png
Overview
Equipment is managed using the Equipment Management form.
• Use the More drop-list to add a new equipment record.
• Use the More drop-list to search for an existing equipment record.
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Agreements Tab
SiteAgreementTab ccexpress.png
Overview
Agreements are managed using the Agreement Management form.
Agreements are managed using the Agreement Management form.
• Select an agreement in the results grid to view or edit an agreement.
PM Schedules Tab
SitePMSchedule ccexpress.png
Overview
Planned maintenance schedules are managed using the Planned_Maintenance_Schedules form.
• Use the radio options to filter the results view.
• Use the More drop-list to search for an existing planned maintenance schedule record.
• Use the More drop-list to search for an existing planned maintenance schedule.
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Invoices Tab
SiteInvoiceTab ccexpress.png
Overview
Invoices are added on the Job Management Form.
• Select an Invoice in the results grid to view or edit an invoice.
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