Differences

This shows you the differences between two versions of the page.

--- site [2021/08/25 10:16] – [Call History] darryl
+++ site [2023/06/21 10:42] (current) – external edit 127.0.0.1
@@ Line 8: / Line 8: @@
 ==== List View ====
-The Site List can be viewed by clicking on the Site option on the Nav Bar. From the list, you can either click the 'Add New Site'  button, or double click a Site record to load it. You can filter your results by using the column headers, advanced search, or by choosing to include Inactive Sites.
+The Site List can be viewed by clicking on the Site option on the Nav Bar. From the list, you can either click the 'Add New Site'  button, or double click a Site record to load it. You can filter your results by using the column headers, advanced search, or by choosing to include Inactive Sites. Sites that are inactive will show up in red, while sites that are on hold will have a 🛇 symbol next to the site number.
 {{ :sitelist.png?nolink&800 |}}
@@ Line 42: / Line 42: @@
 Once you have at least one Contact saved against the Site, they'll appear in the Contacts list. You also have the option to set one as the 'Main Contact' which will show them on the main Customer screen.
+Please note that in order for you to be able to send emails or SMS messages to any contacts, you must obtain permission under GDPR and tick the appropriate boxes for each contact individually.
 {{ :sitecontacttab.png?nolink&800 |}}
@@ Line 58: / Line 60: @@
 ==== PPM ====
+The PPM tab is used to set up Planned Maintenance against the Site.
+The tab itself will display a list of any PM Cycles that exist against the Site. Clicking the 'Add New PPM' button allows you to create a new Planned Maintenance cycle, whilst clicking 'Generate Calls from PPM's' allows you to generate Calls for this particular Site.
+{{ :sitepmtablist.png?nolink&800 |}}
+If you double click on any of the PM Cycles in the list, you'll open that record to view/edit. You can also click the arrow to the left of the PM Cycle to view recent history, or click the delete icon to remove the cycle.
+A PM Cycle is made up primarily of a Call Type, Next Run Date and Cycle. This gives Call2Field enough information to allow you to generate a routine job for your chosen Site.
+{{ :sitepmtab1.png?nolink&800 |}}
+You can also specify at Site level whether this PM Cycle is for the Site in general, for all Equipment, for only Contracted Equipment, or Equipment belonging to specific groups.
+{{ :sitepmtab2.png?nolink&800 |}}
+This will determine which Equipment records at the Site will be added to the PM generated Call.
+For information on generating PM Cycles, please see the [[PPM]] screen.
 ----
 ==== Extra Info ====
+The Extra Info tab is used to display custom fields which can be created under the [[Design Custom Info]] screen.
+This can be set up to have fields which Call2Field doesn't have, but would help you to store information against the Site.
+{{ :siteextrainfotab.png?nolink&800 |}}
+Make sure to click 'Save Custom Info' before leaving this screen.
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@@ Line 76: / Line 107: @@
 The Attachments tab is used to store files against a record. Many screens have an attachments tab, but all function in the same way.
-To add a new Attachment, click the 'Add Attachment' button or drag & drop your file onto the yellow box. You can then view and download these whenever you need to.
+{{ ::attachments_list.png?nolink&800 |}}
+To add a new Attachment, click the 'Add Attachment' button or drag & drop your file onto the yellow box.
+You can then view and download these whenever you need to using the eye and download buttons on the record.
+To Edit an attachment, click on the pencil icon on the left of the list. This will open up the edit window where you can re-upload it, change the description or change it's privacy settings.
+{{ :attachment_add.png?nolink&600 |}}
+Public and Private attachments are visible or invisible to Mobile users respectively.