Click Setup on the Main menu to open the Setup form. Enter your Company info. The ImportFolder is the
path to XLS files to be imported into the database.
Archive folder is where files are stored after importing. POSFolder is for
Proof Of Service documents you have received from crews. ArchiveDB is where completed, paid work orders
are stored. DISMsg is the standard message emailed to crews upon dispatch. The attached XLS contains
the work orders. CMPMsg is the
message body for wokr orders scheduled to be completed and CrewMsg is the body for an email of all work
orders dispatched to a crew.
Click TblDoc to create an HTML data dictionary. It describes each field in the
database. To see the contents (read-only) of any table in the system, select it in the Table combo and
click View. Click Export to export the data viewed to Excel XLS, dBase/Clipper DBF, TXT, Excel CSV,
Word/WordPad RTF or Access MDB. SBM format is formatted and requires Microsoft's free SBM Viewer. It is
similar to PDF format. If you click Edit for a table, the form used to edit it will open.
Click Link to specify where the shared data tables are located. Backup lets you easily save the data tables
database to a location you specify. By default, it names the file with today's date.
Click Quit to force users out of the database for maintenance.
Compact rebuilds indexes in tables and completely deletes records marked for deletion. If you make a lot of
changes to the database, it is a good practice to Compact monthly. All users must be out of the database to
Compact it. You can use the Quit feature to ensure this occurs.
The Combo form lets you edit simple tables that only have a couple fields and are commonly used
in combo boxes. An example of this is Status on the Work Order form or District on the Store form. Those
labels are blue. When you click on them, the Combo form opens to the record in the combo box so you can
edit it or add a new value. The Sort field lets you control the order of values in the Combo. You can
set Sort to a value like 1.75 to insert a record between sort value 1 and 2.
Some combos, like Status, show a link at the bottom of the form that lets you edit the Work Orders that
have that Status.
The Data Integrity form is a framework for simple queries that
lets you see records that may have incorrect data. There are lines that show what the query shows and
how to fix the problems.
Calc counts the number of records returned by each query. It can take several minutes, so Calc1 returns
the count of records for the current query.
Sel selects the records and opens the appropriate form so you can edit each record.
Export lets you export the records similar to the Table Export feature. .
View shows the records found by a query in read-only format.
Some queries have a Fix button that lets you automatically fix problems. It is generally a good idea to
back up the database and View the records before using this feature.
SQL shows the raw SQL statement in a query so you can understand specifically what the query returns.
These queries allow users to enter data quickly without stopping to confirm information. They are easy to
add, so encourage your users to identify areas where they have data entry problems and we can add a DI
query to help them.
The Color form lets you set the color of all forms in the database to your company's colors. You
can set the Super user colors to differ from the normal user colors. It is not hard to change this routine
to let each user set his or her own
form colors. The Test button lets you see the colors before saving.
The Check form lets you log checks you receive for Work Orders. Click the blue CheckNo link on the
Work Order form or Check on the Setup form to open the Check form. The blue WO link at the bottom of the
Check form shows the Work Orders that were paid by the check. You can Find by
| CheckID | CheckDate | CheckNo | DepositID | Comment | SEL |. You can sort by CheckID, CheckDate, CheckNo, Amount,
DepositID or SEL. Click Deposit at the bottom of the form to open the Deposit form or click WO to
edit the Work Orders for the check.
The Crew form contains contact info for the Crew leader. If you don't enter an email address, you
can't automatically email dispatch and completion notices to the crew. You can set the crew to inactive
to keep them from appearing in combos.Links at the bottom of the form show Crew Service records, Stores
served by the Crew and Work Orders assigned to the Crew. The ACK link changes the Status of all Work Orders
from Dispatched (DIS) to Acknowledged (ACK) for the crew. This is handy if the crew calls to acknowledge a
batch of work orders dispatched.
The Crew Service form lets you associate a crew with a specific service at a specific store. This
association overrides the default crew assignment at the store. Using this, you can assign each service to
the responsible crew and set the cost and price for the service.
The WO link at the bottom of the form shows Work Orders for the Service and Store assigned to that crew.
If the store is maintained multiple times per week, to choose the days the crew maintains the store,
click EditDays and check the boxes that the crew will work in the store.
The Deposit form lets you log deposits as they are made. Find a deposit by
| DepositID | Account | DepositDate | Comment | Sel | or click New. Enter a Deposit Date and select the Account
they are deposited into. Click Check at the bottom of the form to see the Checks assigned to this DepositID.
If you enter a code like X or OPEN in the Comment field, you can use Find to simplify reconciling your
accounts. Remove the code after the deposit is reconciled.
The Log form lets you schedule and track pending actions for each user. The user enters the
ActionDate when the action was done. It is easy to create a ToDo report to show tasks assigned to each user.
The Service form tracks the Cost and Price for each service. If you check Track, the service is
listed on the Dispatch exports and tracked throughout the process. If you don't check Track, it is considered
and automatic process that is not tracked, only billed.
The Store form holds info about the store. If you don't assign a Crew, Work Orders won't be
automatically dispatched to a crew. The CS link at the bottom of the form shows Crew Service records
that are exceptions to the default crew assignment. The WO form shows Work Orders for that store.
Click User on the Setup form to open the User form. You must be a super user to add or delete users
or change info about other users.
More info on setting up users
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