Board Maintenance

From SVContheGO Online Manual
Revision as of 19:27, 10 January 2023 by Ascentadmin (talk | contribs)
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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.
 
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Sites Tab
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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
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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
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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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