Difference between revisions of "Board Maintenance"

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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Forms marked default will be used to create the map on the dashboard.&nbsp;&nbsp;
 
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Forms marked default will be used to create the map on the dashboard.&nbsp;&nbsp;
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Form removal cannot be reversed.
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Form removal cannot be reversed.+
 +
|-
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| colspan="4" | &nbsp;[[Customer_Management#top|Top]]
 +
----
 +
 
 +
|-
 +
| class="headerMainTitles" colspan="4" id="customersitesTab" | Filters Tab
 
|-
 
|-
 
| colspan="4" style="width: 265px;" | &nbsp;
 
| colspan="4" style="width: 265px;" | &nbsp;
 
|-
 
|-
 
| colspan="4" style="width: 265px;" | [[File:BoardMaint filters.PNG|BoardMaint filters.PNG]]
 
| colspan="4" style="width: 265px;" | [[File:BoardMaint filters.PNG|BoardMaint filters.PNG]]
 +
|-
 +
| class="navigationTitles" colspan="4" | Overview
 +
|-
 +
| colspan="4" style="width: 265px;" | Sites are managed using the [[Site_Management|Site Management]] form.
 +
|-
 +
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to Add a new site
 +
|-
 +
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select a site in the results grid to Edit the site.
 +
|-
 +
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to Search for an existing site.
 
|-
 
|-
 
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]  
 
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]  
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|-
 
|-
−
| class="headerMainTitles" colspan="4" id="customersitesTab" | Sites Tab
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| class="headerMainTitles" colspan="4" id="customersitesTab" | Color Display Tab
 
|-
 
|-
 
| colspan="4" style="width: 265px;" | [[File:BoardMaint colors.PNG|BoardMaint colors.PNG]]
 
| colspan="4" style="width: 265px;" | [[File:BoardMaint colors.PNG|BoardMaint colors.PNG]]

Revision as of 19:30, 10 January 2023

Menu > Call Central/Dispatch Board > Form Maintenance
The Manage Forms tab is used to add new forms and edit existing forms.
• Forms marked private are only available to the creator.
• Forms marked default will be used to create the map on the dashboard.  
• Form removal cannot be reversed.+
 Top
Filters Tab
 
BoardMaint filters.PNG
Sites are managed using the Site Management form.
• Use the More drop-list to Add a new site
• Select a site in the results grid to Edit the site.
• Use the More drop-list to Search for an existing site.
 Top
Color Display Tab
BoardMaint colors.PNG
Sites are managed using the Site Management form.
• Use the More drop-list to Add a new site
• Select a site in the results grid to Edit the site.
• Use the More drop-list to Search for an existing site.
 Top
Tasks Tab
BoardMaint mainten.PNG
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 rdit an existing 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    
 Top
Contacts Tab
BoardMaint copyfrom.PNG
Contacts are managed using the Contact Management form. 
• Use the More drop-list to add a new customer contact
• Select a site in the Results Grid to edit the site.
 Top