manuais Simplicity 909

Simplicity 909 Manual do Utilizador (388 páginas)

Marca: Simplicity | Categoria: Corta-relvas | Tamanho: 8.59 MB |

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Índice

STANDARD FEATURES

1

LICENSE AGREEMENT

5

Getting Started

10

Introduction

10

Administrator Rights

10

Installing the Application

10

Installing for Network Use

11

System Requirements

13

Running the Program

13

Validating the Software

13

Entering a Software Key

14

Sample Databases

15

Moving Between Modules

16

Program Settings

17

More Information

23

Common Features

26

Chapter Overview

29

Editing Basics

29

Pull Down Menus

30

Use the Ribbon

31

Quick Access Toolbar

32

Selecting Text for Editing

34

Deleting Text

34

Cutting Text

35

Copying Text

35

Pasting Text

35

Opening Files - Import

35

Saving Files - Export

36

Printing Files and Documents

40

Data Quick Entry

40

Print Preview Screens

43

Picture Viewer

44

Using the Calendar

45

Date Range Selection

46

Using the Text Editor

49

Documents (Document Feature)

53

Attachments Feature

56

Creating Barcodes

58

Printing Barcode Labels

59

Budgets

63

Employee Lookup

69

Contact and Vendor Lookup

71

Chart and Graphs Designer

73

Accessing the Chart Designer

73

Chart Data Grid

76

Chart Wizard

80

Standard Work Orders Wizard

85

Purchase Requisition Wizard

87

Logging into the Program

92

Re-Logging into the Program

93

Lost or Forgotten Passwords

93

Changing Your Own Password

95

Deleting Users

99

Creating New Databases

99

Database Settings

100

Networking Your Databases

102

Backing Up Your Database

103

Compact and Repair Databases

104

Work Orders Auto Email

106

Auto Email Setup Options

107

Import – Export Module

108

Import Database

109

Import Spreadsheet

111

Open Database

113

Word Processor

116

Table of Contents

117

Print Preview

125

Edit Functions

126

Finding Text

126

Replacing Text

127

Select All

127

Insert Image

129

Insert Text

129

Insert Date

130

Insert Symbol

130

Format Character

131

Format Paragraph

132

Font Color

132

Back Color

133

Increase Bullet Level

134

Decrease Bullet Level

135

Insert Table

135

Spell Check

139

Maintenance Scheduler

142

Overview

147

Work Orders Setup

148

Work Order Creation Wizard

152

Creating a New Work Order

156

Checking the Task ID Number

156

Lookup View

157

Details Tab

159

Task Types

159

Personnel Assignments

160

Scheduling

161

Work Requested By

161

Recurring Tasks

162

Classification Assignments

165

Recording Materials Used

167

Adding Labor

168

Removing Labor

169

Joining PM Groups

171

Instructions Tab

173

Task Instructions

174

Safety Instructions

175

Status Tab

177

Completion Information

177

Task Status

178

Complete Button

179

PM Groups

181

Setting Up a P.M. Group

182

Deleting a P.M. Group

183

Scheduling by Meter

186

Adding New Classifications

187

Editing Recurring Tasks

189

Repair Codes

190

Generating Tasks

193

Deleting a Work Order

198

Time Tracker

202

Print the Planner Schedule

205

Exporting with Tasks Planner

207

Tasks Calendar

208

Maintenance Documents

211

Archiving your Database

213

Restore Records from Archive

214

Work Order Report Wizard

217

Work Orders Down Time Report

222

Repair Codes Report

224

Equipment Summary Report

225

Completion Summary Report

226

Mechanics Phone List Report

229

Actual Man Hours Used Report

230

Charts and Graphs

231

Work Orders

234

Sample Work Order System

237

Detail View

239

Scheduling and Status Tab

241

Filtering Options

244

Lookup View Options

245

Report Wizard

247

Work Orders Remote Request

249

Create Request Data File

249

Parts and Inventory

252

Quick Find

256

Adding New Parts

256

Part Identification Field

256

Deleting a Part

257

Inventory Control

257

Part Substitutions

258

Removing Substitute Parts

259

Part Movement

259

Purchasing Costs

260

Barcodes

261

User-Defined Fields

261

Attachments

261

Group Assignments

262

Adding New Group Titles

263

Removing a Part from a Group

263

Viewing Part Groups

264

Multiple Warehouses

264

Add a Warehouse

265

Edit a Warehouse

266

Deleting a Warehouse

266

Parts Lookup

268

Understock Inventory Sort

269

Sorting the Database

269

Printing the Current Part

270

Using the Quick Checkout

270

Parts Notes

271

Parts Picture

271

Check Out Report

272

Parts Last Movement Report

273

Inventory Report Wizard

274

Inventory Report

275

Under Stocked Items Report

276

Parts in Part Groups Report

276

Parts by Equipment Report

277

Equipment and Machinery

280

Adding New Equipment

285

Equipment Reference Field

285

Deleting a Equipment Record

285

Linked Assets

286

Vehicle Information

288

Setting Up New Properties

289

Deleting Properties

290

Copy and Paste Equipment

296

Equipment Notes

296

Equipment Picture

297

Editing History Log Entries

299

Documents

301

Equipment Asset/ List Report

302

Print the Equipment Log

303

Print All Pumps Report

306

Purchasing and Receiving

308

Purchasing Document Lookup

313

Add New with Wizard

314

Entering Vendor Information

317

Ship To Information

317

Document Assignments

318

Number Field

318

Deleting a Purchase Document

323

Purchasing Items Accounts

323

Purchasing Setup

331

Printing a Quotation Request

334

Under Stock Inventory Items

335

Aging Purchase Orders

336

E-Mail Accounts

340

E-Mail Composer

341

Purchasing Receiving Wizard

344

Filtering the Database

346

Purchasing Report Wizard

346

Purchase Items Report

347

Back Order - Aging Report

348

Vendor Report

349

Received Items Reports

350

Contacts and Vendors

352

Adding New Contacts

356

Contact Identification Field

356

Alternate Contact

356

Deleting a Contact Record

360

Contact Lookup

361

Searching the Database

362

Printing the Current Record

362

Opening a Contact Group

363

Contacts Notes

364

Phone List Report

364

Group Phone List Report

365

Contact List Report

365

Group Contact List Report

365

Personal Planner

368

Personal Scheduler

371

To Do List

375

Editing a Task

376

Purging all Completed Tasks

377

Sorting the To Do List

377

Printing the To Do List

377

Personal Log

378

Editing Personal Log Entries

380

Daily Journal

381

Personal Work Orders

383

Filter Options

384

Work Orders Tabs

384

Printing a Work Order

385

Purchasing Documents

386

Purchasing Tabs

387

Simplicity 909 Manual do Utilizador (4 páginas)

Marca: Simplicity | Categoria: Corta-relvas | Tamanho: 0.32 MB |

Inglês

Índice

Series 909RPDA

1

1710 1900 2090 2280 lpm

3

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