New Location Details
In this window you enter the address details and telephone number for the location.
The SIN number can be generated by clicking the "Next Free SIN" button.
You can alternatively input the SIN number manually, although if you select a SIN that is already in use you may be prevented from saving the record.
(Database settings may vary from client to client)
Next select the branch which will be providing the service to the location.
The branch will default to the branch displayed in the top left of the window. If you need to change this, select the correct branch from the drop down list.
Next select the Customer to which the location belongs from the drop down list.
The Customer is used to group together locations that belong to the same customer for reporting purposes.
Next enter the name of the location. This name will be used in the Work Monitor application.
Next enter the short name of the location. This is the name that will be displayed in the location selection list on the left of the window.
Next enter the telephone number for the site. The telephone number should be the main contact number for the location.
Now enter the address of the location. The county is selected from the drop down list.
When you have input your data, click on the ‘Save’ button to store your data.
The upload photograph box will now be displayed allowing you to add a picture or plan to the location.
Click on the box and the Upload Location Photograph window will be displayed.
Locate the required picture/plan using the Browse function.
Click on the ‘Upload’ button and the picture will be copied to the application server.
Click on the ‘Save’ button.
The picture will now be displayed on the screen.
If you need to enter the details for another location at this time, click on the ‘New’ button. Your data will be saved and a new blank record will be displayed.
Once the record has been saved and created you will have the opportunity to enter contact details of persons connected with the location. (Not your employees typically)
Various contact methods can be defined for each contact or contact type, Phone, Mobile, E-Mail & Fax.
Records can be marked as Primary Contacts or toggled between Active and Inactive.
Location Contact Details
Once the record has been saved an entry will be created in the Location Contact Table.
Records can be amended thereafter by clicking the "Select" button at the right and the original Contact Details box will be presented.
Location Contact Table