Difference between revisions of "Setup Wizard"

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| colspan="4" style="width: 265px;" | 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.
 
| colspan="4" style="width: 265px;" | 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.
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Chart_of_Accounts|Chart of Accounts]] - List of general ledger posting accounts. This option is review only.  
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Chart_of_Accounts|Chart of Accounts]] - List of general ledger posting accounts. This option is review only.
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Tax_Management|Tax Management]] - List of tax schedules and tax codes. This option is review only.  
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Tax_Management|Tax Management]] - List of tax schedules and tax codes. This option is review only.
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Term_Codes|Term Codes]] - List of term codes available for billing invoices. This option is review only.  
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Term_Codes|Term Codes]] - List of term codes available for billing invoices. This option is review only.
 
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| colspan="4" style="width: 265px;" | &nbsp;
 
| colspan="4" style="width: 265px;" | &nbsp;
 
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| class="navigationTitles" colspan="4" id="top" | [[File:SetupWizard Equipment.jpg|SetupWizard_Equipment.jpg]]
 
| class="navigationTitles" colspan="4" id="top" | [[File:SetupWizard Equipment.jpg|SetupWizard_Equipment.jpg]]
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Level_Types|Version/Revision Type]] - Level Types for Model levels.
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Manufacturers|Manufacturer Matrix]] - Manufacturer and model setup.
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Equipment_Types|Equipment Type]] - Equipment Type setup.
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| colspan="4" style="width: 265px;" | &nbsp;
 
| colspan="4" style="width: 265px;" | &nbsp;
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[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>&nbsp;[[Level_Types|Version/Revision Type]] - Level Types for Model levels.
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Manufacturers|Manufacturer Matrix]] - Manufacturer and model setup.
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Equipment_Types|Equipment Type]] - Equipment Type setup.
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Warehouse_Setup|Warehouses]] - This option is review only.
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Product_Lines|Inventory Groups]] - Product line setup.
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Reporting_Groups|Misc Item Groups]] - Used for reporting.
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Item_Maintenance|Items]] - Inventory Management. (Required)
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Account_Management|User Management]] - Manage user accounts and license assignments.
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Priority_Code|ETA/SLA Configuration]] - Priority Code setup.
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Status_Codes|Workflow Milestones]] - Status Code setup.
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Site_Types|Service Location Types]] - Site Types setup.
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Task_Type_Maintenance|Collateral Tasks]] - Task Type setup.
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Referral_Codes|Marketing - Advertising]] - Referral Code setup.
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Chains|Nat'l/Reg Chains]] - Chain setup.
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Contact_Types|Contact Classification]] - Contact Type setup.
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Inactive_Reasons|Inactive Reasons]] - Inactive Reason setup.
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Note_Categories|Note Categories]] - Note category setup.
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Requests|Service Requests]] - Job Request setup.
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Solutions|Service Solutions]] - Job Solution setup.
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Workforce|Workforce]] - Servicer setup. (Required before creating jobs)
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Defaults|System Defaults]] - System defaults and settings. (Required)
 
 
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Revision as of 09:16, 19 February 2025

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 - List of general ledger posting accounts. This option is review only.
• Tax Management - List of tax schedules and tax codes. This option is review only.
• Term Codes - List of term codes available for billing invoices. This option is review only.
 
• Version/Revision Type - Level Types for Model levels.
• Manufacturer Matrix - Manufacturer and model setup.
• Equipment Type - Equipment Type setup.


 
 
 
 
 

 

 

       
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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