Incidents - Revision history

John.devonshire at 10:13, 19 June 2015

2015-06-19T10:13:12Z

Alex.tso: /* Attachments */

2013-08-12T17:23:17Z

‎Attachments

Administrator at 20:54, 25 July 2013

2013-07-25T20:54:05Z

Administrator at 20:52, 25 July 2013

2013-07-25T20:52:49Z

Administrator: /* Tasks */

2013-07-25T15:39:37Z

‎Tasks

Administrator: /* Status */

2013-07-25T15:39:25Z

‎Status

Administrator: /* Log */

2013-07-25T15:39:15Z

‎Log

Administrator: /* Details */

2013-07-25T15:39:07Z

‎Details

Administrator: /* Attachments */

2013-07-25T15:38:55Z

‎Attachments

Administrator: /* Tasks */

2013-07-11T18:07:42Z

‎Tasks

← Older revision		Revision as of 10:13, 19 June 2015
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−	~~Page for Incidents.~~
−

	== Attachments ==		== Attachments ==

@@ Line 3: / Line 3: @@
 == Attachments ==
-The Attachments Page is where documents and images can be stored pertaining to the Incident. The emailed initial report of the Incident and photos of the damage are a couple of examples of what can be saved here.
+For more information on the Attachments page, [[Attachments page|click here]]
-−
-[[File:New_Incidents_Attachments.JPG]]
-−
-The functions available through the buttons immediately above the Attachments pane are:
-−
-[[File:New_add_button.JPG]]- Add a new item for this Incident. A window will appear where you can select the desired file.
-−
-[[File:New_delete_button.JPG]]- Delete an item from this Incident. Highlight the item, and click the Delete button.
-−
-[[File:New_properties_button.JPG]]- Open the document or File item. Highlight the item and click the properties button.
-−
-[[File:New_save_button.JPG]]- Save the item to your computer or network drives. Highlight the item, and click on the Save As button.
-−
-For additional information on the buttons that appear at the top of the window, [[Buttons#Incident|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Incidents Tools Menu|click here]].
 == Details ==

@@ Line 17: / Line 17: @@
 [[File:New_save_button.JPG]]- Save the item to your computer or network drives. Highlight the item, and click on the Save As button.
-For additional information on the buttons that appear at the top of the window, [[Buttons#Incidents|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Incidents Tools Menu|click here]].
+For additional information on the buttons that appear at the top of the window, [[Buttons#Incident|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Incidents Tools Menu|click here]].
 == Details ==
@@ Line 24: / Line 24: @@
 [[File:New_Incidents_Details.JPG]]
-For information on the buttons that appear at the top of the window, [[Buttons#Incidents|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Incidents Tools Menu|click here]].
+For information on the buttons that appear at the top of the window, [[Buttons#Incident|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Incidents Tools Menu|click here]].
 Fill in the appropriate information for each field. Select the appropriate item from any of the drop down lists (in the [[File:New_dropdown_button.JPG]] boxes) or type in the information if it is not present.
@@ Line 71: / Line 71: @@
 [[File:New_add_button.JPG]]- Add a new Note to the Incident.
-For additional information on buttons that appear at the top of the window, [[Buttons#Incidents|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Incidents Tools Menu|click here]].
+For additional information on buttons that appear at the top of the window, [[Buttons#Incident|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Incidents Tools Menu|click here]].
 == Status ==
@@ Line 78: / Line 78: @@
 [[File:New_Incidents_Status_History.JPG]]
-For information on the buttons that appear at the top of the window, [[Buttons#Incidents|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Incidents Tools Menu|click here]].
+For information on the buttons that appear at the top of the window, [[Buttons#Incident|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Incidents Tools Menu|click here]].
 Fill in the appropriate information for each field. Select the appropriate item from any of the drop down lists (in the [[File:New_dropdown_button.JPG]] boxes) or type in the information if it is not present.
@@ Line 145: / Line 145: @@
 Go To - The Go To feature allows you to open a window for the appropriate item for the highlighted record.
-For additional information on buttons that appear at the top of the window, [[Buttons#Incidents|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Incidents Tools Menu|click here]].
+For additional information on buttons that appear at the top of the window, [[Buttons#Incident|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Incidents Tools Menu|click here]].
 The Filter check box allows you to filter the listing of Tasks to show only those that meet a certain criteria. When selected, a filter screen will appear, allowing you to choose to see Tasks starting on a certain date, for a certain job, for a certain technician, on a specific workorder, etc. When a filter is active, a check mark will appear in the filter box. To clear the filter and see all records, click on Filter, then the Clear button on the Filter screen, followed by the OK button.

@@ Line 17: / Line 17: @@
 [[File:New_save_button.JPG]]- Save the item to your computer or network drives. Highlight the item, and click on the Save As button.
-For additional information on the buttons that appear at the top of the window, click here. For information on the menu items that appear under the Tools menu, click here.
+For additional information on the buttons that appear at the top of the window, [[Buttons#Incidents|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Incidents Tools Menu|click here]].
 == Details ==
@@ Line 24: / Line 24: @@
 [[File:New_Incidents_Details.JPG]]
-For information on the buttons that appear at the top of the window, click here. For information on the menu items that appear under the Tools menu, click here.
+For information on the buttons that appear at the top of the window, [[Buttons#Incidents|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Incidents Tools Menu|click here]].
 Fill in the appropriate information for each field. Select the appropriate item from any of the drop down lists (in the [[File:New_dropdown_button.JPG]] boxes) or type in the information if it is not present.
@@ Line 71: / Line 71: @@
 [[File:New_add_button.JPG]]- Add a new Note to the Incident.
-For additional information on buttons that appear at the top of the window, click here. For information on the menu items that appear under the Tools menu, click here.
+For additional information on buttons that appear at the top of the window, [[Buttons#Incidents|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Incidents Tools Menu|click here]].
 == Status ==
@@ Line 78: / Line 78: @@
 [[File:New_Incidents_Status_History.JPG]]
-For information on the buttons that appear at the top of the window, click here. For information on the menu items that appear under the Tools menu, click here.
+For information on the buttons that appear at the top of the window, [[Buttons#Incidents|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Incidents Tools Menu|click here]].
 Fill in the appropriate information for each field. Select the appropriate item from any of the drop down lists (in the [[File:New_dropdown_button.JPG]] boxes) or type in the information if it is not present.
@@ Line 145: / Line 145: @@
 Go To - The Go To feature allows you to open a window for the appropriate item for the highlighted record.
-For additional information on buttons that appear at the top of the window, click here. For information on the menu items that appear under the Tools menu, click here.
+For additional information on buttons that appear at the top of the window, [[Buttons#Incidents|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Incidents Tools Menu|click here]].
 The Filter check box allows you to filter the listing of Tasks to show only those that meet a certain criteria. When selected, a filter screen will appear, allowing you to choose to see Tasks starting on a certain date, for a certain job, for a certain technician, on a specific workorder, etc. When a filter is active, a check mark will appear in the filter box. To clear the filter and see all records, click on Filter, then the Clear button on the Filter screen, followed by the OK button.

@@ Line 101: / Line 101: @@
 == Tasks ==
-On the Tasks Page you will assign all Tasks required to complete and resolve the Incident. You are required to have the Maintenance Module in order to use this page.
+On the Tasks Page you will assign all Tasks required to complete and resolve the Incident.
 [[File:New_Incidents_Tasks.JPG]]

@@ Line 74: / Line 74: @@
 == Status ==
-The Status Page displays the current Status of the Incident along with a history of any changes to its Status. You are required to have the Maintenance Module in order to use this page.
+The Status Page displays the current Status of the Incident along with a history of any changes to its Status.
 [[File:New_Incidents_Status_History.JPG]]

@@ Line 63: / Line 63: @@
 == Log ==
-The Log Page allows you to enter detailed notes pertaining to this specific Incident. It will display the date the note was entered as well as who wrote it. Any note entered on this page cannot be edited or deleted. It is a permanent record and its integrity must be maintained. You are required to have the Maintenance Module in order to use this page.
+The Log Page allows you to enter detailed notes pertaining to this specific Incident. It will display the date the note was entered as well as who wrote it. Any note entered on this page cannot be edited or deleted. It is a permanent record and its integrity must be maintained.
 [[File:New_Incidents_Log.JPG]]

@@ Line 20: / Line 20: @@
 == Details ==
-The Details Page is where information about the Incident is displayed. An Incident can be classified as something that has happened to a Site, Face or a Structure, and needs to be addressed. An Incident require a Task or multiple Tasks to resolve the issue. Information on what type of Incident it is, as well as, who reported it, when it was reported is kept on this page. You are required to have the Maintenance Module in order to use this page.
+The Details Page is where information about the Incident is displayed. An Incident can be classified as something that has happened to a Site, Face or a Structure, and needs to be addressed. An Incident require a Task or multiple Tasks to resolve the issue. Information on what type of Incident it is, as well as, who reported it, when it was reported is kept on this page.
 [[File:New_Incidents_Details.JPG]]

@@ Line 103: / Line 103: @@
 On the Tasks Page you will assign all Tasks required to complete and resolve the Incident. You are required to have the Maintenance Module in order to use this page.
+[[File:New_Incidents_Tasks.JPG]]
 Tool buttons specific to the Tasks Page:
-- Customize Current View allows you to select the columns to display and the order to display them in.
+[[File:New_customize_button.JPG]]- Customize Current View allows you to select the columns to display and the order to display them in.
-- Order allows you to sort the list of Tasks for the Incident in the desired order.
+[[File:New_order_button.JPG]]- Order allows you to sort the list of Tasks for the Incident in the desired order.
-- The Refresh button will reload the list of Tasks, in the event changes to the number of Tasks has occurred since you visited this page.
+[[File:New_refresh_button.JPG]]- The Refresh button will reload the list of Tasks, in the event changes to the number of Tasks has occurred since you visited this page.
-- The Update button allows you to select one or more Tasks and change information on them. All highlighted Tasks will be changed to reflect the items selected.
+[[File:New_update_button.JPG]]- The Update button allows you to select one or more Tasks and change information on them. All highlighted Tasks will be changed to reflect the items selected.
@@ Line 119: / Line 119: @@
 The pane in the window shows a listing of all Tasks for this Incident. The functions available through the buttons immediately above the pane are:
-- Add a new Task to the Incident.
+[[File:New_add_button.JPG]]- Add a new Task to the Incident.
-- Delete the highlighted Task(s) from the Incident.
+[[File:New_delete_button.JPG]]- Delete the highlighted Task(s) from the Incident.
-- Edit the information for the highlighted Task(s).
+[[File:New_properties_button.JPG]]- Edit the information for the highlighted Task(s).
 === Right Click ===
 - Right clicking on the list of Tasks will display this menu. From here you can change the start date of the Task as well as change the technician to perform the Task using the Update option, complete, and uncomplete the Task.