Board Maintenance
Revision as of 15:37, 10 January 2023 by Ascentadmin (talk | contribs)
| BoardMaint main.PNG | |||
| Navigation | |||
| Menu > Call Central/Dispatch Board > Form Maintenance | |||
| Overview | |||
| 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. | |||
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| Filters Tab | |||
| Overview | |||
| Filter by the following: | |||
| • Chains | |||
| • Select a site in the results grid to Edit the site. | |||
| • Use the More drop-list to Search for an existing site. | |||
| • 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. | |||
| • 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. | |||
| • 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. | |||
| • 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. | |||
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| Color Display Tab | |||
| Overview | |||
| 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. | |||
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| Tasks Tab | |||
| 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 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 | ||
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| Contacts Tab | |||
| Overview | |||
| 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. | |||
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