Custom F&R Codes - Revision history

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2016-07-08T22:36:58Z

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Lance at 22:34, 8 July 2016

2016-07-08T22:34:29Z

Lance: /* How to Copy your Finding & Recommendation Codes from the WinTos Server to TermiteKiosk (OpenOffice) */

2016-07-08T22:33:11Z

‎How to Copy your Finding & Recommendation Codes from the WinTos Server to TermiteKiosk (OpenOffice)

Lance: /* How to Copy your Finding & Recommendation Codes from the WinTos Server to TermiteKiosk (OpenOffice) */

2016-07-08T22:30:51Z

‎How to Copy your Finding & Recommendation Codes from the WinTos Server to TermiteKiosk (OpenOffice)

Lance: /* How to Copy your Finding & Recommendation Codes from the WinTos Server to TermiteKiosk (OpenOffice) */

2016-07-08T22:27:04Z

‎How to Copy your Finding & Recommendation Codes from the WinTos Server to TermiteKiosk (OpenOffice)

Lance: /* How to Copy your Finding & Recommendation Codes from the WinTos Server to TermiteKiosk (OpenOffice) */

2016-07-08T22:23:09Z

‎How to Copy your Finding & Recommendation Codes from the WinTos Server to TermiteKiosk (OpenOffice)

Lance: /* How to Copy your Finding & Recommendation Codes from the WinTos Server to TermiteKiosk (OpenOffice) */

2016-07-08T22:17:54Z

‎How to Copy your Finding & Recommendation Codes from the WinTos Server to TermiteKiosk (OpenOffice)

Lance at 21:52, 8 July 2016

2016-07-08T21:52:44Z

Lance: /* How to Copy your Finding & Recommendation Codes from the WinTos Server to TermiteKiosk (OpenOffice) */

2016-07-08T21:48:08Z

‎How to Copy your Finding & Recommendation Codes from the WinTos Server to TermiteKiosk (OpenOffice)

Lance: /* How to Copy your Finding & Recommendation Codes from the WinTos Server to TermiteKiosk (OpenOffice) */

2016-07-08T21:46:52Z

‎How to Copy your Finding & Recommendation Codes from the WinTos Server to TermiteKiosk (OpenOffice)

← Older revision		Revision as of 22:36, 8 July 2016
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−	~~[[File:Frcodes.jpg\|800px]]<br>~~
−	~~Users can customize and input their own F&R codes to use in the termite reports.<br>~~
−	~~<br>~~
−	~~__TOC__~~
−	~~<br>~~
−	~~== How to Create Custom F&R Codes ==~~
−	~~#Hover over Codebook in the Navigation Panel and click on '''Findings and Recommendations Codes'''~~
−	~~#Click on the '''F&R''' tab~~
−	~~#Click on [[File:Newentry.JPG]] on the bottom left, then input your information in the corresponding text boxes.~~
−	*By default, the Findings are combined with the Recommendations. If you wish to separate them into categories, click on the drop down menu at the top and select '''Modular F&R'''.
−	*Alternatively you can change the default in '''Options''' in the General section.<br><br>[[File:Fr.JPG\|500px]][[File:Fr2.JPG\|500px]]<br><br>
−	~~#To edit a code, click on the [[File:Edit.png]] icon.~~
−	~~#When you are finished, remember to click [[File:Save.JPG]]~~

−	~~== Importing F&R Codes ==~~
−	~~#Click '''Import List''' on the F&R Codes list<br><br>[[File:Importfr.JPG\|400px]]<br><br>~~
−	~~#If you have already downloaded the Findings template, you may skip this step. If you haven't, click DOWNLOAD TEMPLATE. You '''MUST''' format the spreadsheet correctly for the import to work.<br>~~
−	~~''If you do not have the program Microsoft Excel, you can download the free spreadsheet program from Open Office <u>'''[https://www.openoffice.org/download/index.html here]'''</u>.''~~
−	~~:3. The template will begin downloading. Click the file on the bottom bar of your browser to continue.~~
−	~~:4. Fill out the spreadsheet following the outlined categories. When you have finished, make sure to save.<br>~~
−	~~'''Note:''' ''Type'' column in the template can be disregarded.<br><br>[[File:Templatefr.JPG\|500px]]<br><br>~~
−	~~:5. Go back to TermiteKiosk. Now, at the Import Findings screen, click SELECT A FILE and locate the saved document in your computer, and open.~~
−	~~:6. Click IMPORT~~
−
−	~~== How to Copy your F&R Codes from the WinTos Server to TermiteKiosk (Microsoft Access) ==~~
−	~~For customers who already own the Microsoft Office suite, you should be able to open the database file through Microsoft Access.<br>~~
−	~~#First open the database with Microsoft Access, then scroll down the tables and double-click '''PredefinedComments'''.<br><br>[[File:Access1.JPG\|600px]]<br><br>~~
−	#Open up the Finding & Recommendations import excel template. If you haven't downloaded it already, go to TermiteKiosk - top navigation panel > Codebook > Finding & Recommendations Codes > Import List > '''Download Template'''.
−	#On the Access table, click on the top row ("CommentNum" and "Comment" respectively). When you select "'''CommentNum'''," the whole column will be selected. Press Ctrl + C to copy the selection, then switch to the excel template. Click on the box right under "'''Code'''" in Column A (A2) and Paste (Ctrl + V). Do the same with "'''Comment'''" and paste it under "'''Description'''" (B2). <br><br>[[File:Access3.JPG\|576px]]<br>[[File:Access4.JPG\|600px]]<br><br>
−	#Next on the Excel template, click on "'''Custom'''" under '''Type''' (C2). With it selected, scroll down to the end of the code list, and click the final box in the C column at the end of the code list and click on it while pressing the '''SHIFT''' key. This selects all of the boxes in between the first box (C2) and the last box. Now press Ctrl + D to duplicate the first box selected - now "Custom" will show on the whole column.<br><br>[[File:Access5.JPG\|300px]]<br>[[File:Access6.JPG\|300px]][[File:Access7.JPG\|300px]]<br><br>
−	#Go back to the top of the list and select the two dark grey boxes "CommentNum" and "Comment" (A2, B2). In order to select both boxes you must press "Ctrl" when clicking on the 2nd box. Then, right click on the selection and click "Delete". Select "Shift Cells Up" on the pop-up window and click OK.<br><br>[[File:Access8.jpg\|500px]]<br><br>[[File:Access9.JPG]]<br><br>
−	~~#The template will look like this when correctly formatted.<br><br>[[File:Access10.JPG]]<br><br>~~
−	~~#Finally, click Save or Save-As, and select a location on your computer to save.~~
−
−	~~== How to Copy your F&R Codes from the WinTos Server to TermiteKiosk (OpenOffice) ==~~
−	~~Those who do not own Microsoft Access, there is a free alternative you can use to view the database files and extract them to fit in the F&R Codes template.<br>~~
−	~~#First, download '''Open Office'''~~
−	~~#When you open the installer, make sure you have at least '''Base''' selected (Open Office Base - database management program)~~
−	~~#After installation has finished, open the OpenOffice application. Select '''Database'''.<br><br>[[File:Database1.JPG\|600px]]<br><br>~~
−	#A screen will open, click the option: '''Connect to existing database;''' select from the drop down menu: '''Microsoft Access.''' Click '''Next''' when finished.<br><br>[[File:Database2.JPG\|600px]]<br><br>
−	~~#Click '''Browse''' to select the database file in the WinTos. <br><br>[[File:Database3.JPG\|600px]]<br><br>~~
−	#Finally, select ''No, do not register the database'' (as you are using it just once to copy and paste information), then check the box "Open the database for editing."<br><br>[[File:Database4.JPG\|600px]]<br><br>
−	~~#A "Save As" window will pop up- select a location on your computer to save the database.~~
−	#Scroll down to the database to "Predefined Comments". This is where your custom Finding & Recommendation codes are located. Right click on it and select '''copy'''.<br><br>[[File:Database6.JPG\|600px]]<br>[[File:Database7.jpg\|400px]]<br><br>
−	~~#Make sure you have already downloaded the import template from TermiteKiosk. If you haven't, go to Codebook > Findings & Recommendation Codes > Import List, and download the spreadsheet.~~
−	~~#Open the spreadsheet template. Select the box right below "'''Code'''" (A2). Right click and click '''Paste''' or Press "Ctrl + V" on your keyboard.<br><br>[[File:Database9.JPG\|600px]]<br><br>~~
−	#To fix the cell formatting of the Description column, click on '''B''', above "Description" - this will select the whole column. Right click on the selection and click "Format Cells" and go to the '''Alignment''' tab. Check the box next to "Wrap Text Automatically," and click OK. Now the text will confine to the cell box. <br><br>[[File:Database10.jpg\|600px]]<br>[[File:Database11.JPG\|500px]]<br><br>
−	#Next, click on the cell that says "Custom" (C2) and press "Ctrl + C" to copy. Then click on the box directly under (C3), scroll down to the bottom of the list, and click the last cell in column C while pressing '''SHIFT''' on your keyboard. This will select all the cells in between your first selection and where you last click. Then press "Ctrl + V" to paste. This will fill all the selected cells with "Custom".<br><br>[[File:Database12.JPG\|506px]][[File:Database13.JPG\|500px]]<br><br>
−	#Go back to the top of the list and select the two dark grey boxes "CommentNum" and "Comment" (A2, B2). In order to select both boxes you must press "Ctrl" when clicking on the 2nd box. Then, right click on the selection and click "Delete". Select "Shift Cells Up" on the pop-up window and click OK.<br><br>[[File:Database14.jpg\|530px]]<br>[[File:Database15.JPG\|400px]]<br><br>
−	~~#The final corrected template will look like this. Save, then import the new file into TermiteKiosk.<br><br>[[File:Database16.JPG\|500px]]~~
−
−	~~== Exporting F&R Codes ==~~
−	~~#Click [[File:Exportlist.jpg]].~~
−	~~#You can choose to Export all the codes or just a selected few.<br><br>[[File:Exportcontractparagraph.JPG\|300px]]<br><br>~~
−	~~#Saving your F&R Codes as an HTML will open a new tab with your text. Saving it as an XLS will save it as an Excel file and will begin downloading on your computer.~~

@@ Line 23: / Line 23: @@
 :6. Click IMPORT
-== How to Copy your Finding & Recommendation Codes from the WinTos Server to TermiteKiosk (Microsoft Access) ==
+== How to Copy your F&R Codes from the WinTos Server to TermiteKiosk (Microsoft Access) ==
 For customers who already own the Microsoft Office suite, you should be able to open the database file through Microsoft Access.<br>
 #First open the database with Microsoft Access, then scroll down the tables and double-click '''PredefinedComments'''.<br><br>[[File:Access1.JPG|600px]]<br><br>
@@ Line 33: / Line 33: @@
 #Finally, click Save or Save-As, and select a location on your computer to save.
-== How to Copy your Finding & Recommendation Codes from the WinTos Server to TermiteKiosk (OpenOffice) ==
+== How to Copy your F&R Codes from the WinTos Server to TermiteKiosk (OpenOffice) ==
 Those who do not own Microsoft Access, there is a free alternative you can use to view the database files and extract them to fit in the F&R Codes template.<br>
 #First, download '''Open Office'''

@@ Line 48: / Line 48: @@
 #Next, click on the cell that says "Custom" (C2) and press "Ctrl + C" to copy. Then click on the box directly under (C3), scroll down to the bottom of the list, and click the last cell in column C while pressing '''SHIFT''' on your keyboard. This will select all the cells in between your first selection and where you last click. Then press "Ctrl + V" to paste. This will fill all the selected cells with "Custom".<br><br>[[File:Database12.JPG|506px]][[File:Database13.JPG|500px]]<br><br>
 #Go back to the top of the list and select the two dark grey boxes "CommentNum" and "Comment" (A2, B2). In order to select both boxes you must press "Ctrl" when clicking on the 2nd box. Then, right click on the selection and click "Delete". Select "Shift Cells Up" on the pop-up window and click OK.<br><br>[[File:Database14.jpg|530px]]<br>[[File:Database15.JPG|400px]]<br><br>
-#Once you have successfully transferred all the columns into the new template, save, then import the new file into TermiteKiosk.
+#The final corrected template will look like this. Save, then import the new file into TermiteKiosk.<br><br>[[File:Database16.JPG|500px]]
 == Exporting F&R Codes ==

@@ Line 43: / Line 43: @@
 #A "Save As" window will pop up- select a location on your computer to save the database.
 #Scroll down to the database to "Predefined Comments". This is where your custom Finding & Recommendation codes are located. Right click on it and select '''copy'''.<br><br>[[File:Database6.JPG|600px]]<br>[[File:Database7.jpg|400px]]<br><br>
-#Make sure you have already downloaded the import template from TermiteKiosk. If you haven't, go to Codebook > Findings & Recommendation Codes > Import List, and download the spreadsheet. <br><br>[[File:Importfr.JPG]]<br><br>
+#Make sure you have already downloaded the import template from TermiteKiosk. If you haven't, go to Codebook > Findings & Recommendation Codes > Import List, and download the spreadsheet.
 #Open the spreadsheet template. Select the box right below "'''Code'''" (A2). Right click and click '''Paste''' or Press "Ctrl + V" on your keyboard.<br><br>[[File:Database9.JPG|600px]]<br><br>
 #To fix the cell formatting of the Description column, click on '''B''', above "Description" - this will select the whole column. Right click on the selection and click "Format Cells" and go to the '''Alignment''' tab. Check the box next to "Wrap Text Automatically," and click OK. Now the text will confine to the cell box. <br><br>[[File:Database10.jpg|600px]]<br>[[File:Database11.JPG|500px]]<br><br>
 #Next, click on the cell that says "Custom" (C2) and press "Ctrl + C" to copy. Then click on the box directly under (C3), scroll down to the bottom of the list, and click the last cell in column C while pressing '''SHIFT''' on your keyboard. This will select all the cells in between your first selection and where you last click. Then press "Ctrl + V" to paste. This will fill all the selected cells with "Custom".<br><br>[[File:Database12.JPG|506px]][[File:Database13.JPG|500px]]<br><br>
-#Go back to the top of the list and select the two dark grey boxes "CommentNum" and "Comment" (A2, B2). In order to select both boxes you must press "Ctrl" when clicking on the 2nd box. Then, right click on the selection and click "Delete". Select "Shift Cells Up" on the pop-up window and click OK.
+#Go back to the top of the list and select the two dark grey boxes "CommentNum" and "Comment" (A2, B2). In order to select both boxes you must press "Ctrl" when clicking on the 2nd box. Then, right click on the selection and click "Delete". Select "Shift Cells Up" on the pop-up window and click OK.<br><br>[[File:Database14.jpg|530px]]<br>[[File:Database15.JPG|400px]]<br><br>
 #Once you have successfully transferred all the columns into the new template, save, then import the new file into TermiteKiosk.

@@ Line 46: / Line 46: @@
 #Open the spreadsheet template. Select the box right below "'''Code'''" (A2). Right click and click '''Paste''' or Press "Ctrl + V" on your keyboard.<br><br>[[File:Database9.JPG|600px]]<br><br>
 #To fix the cell formatting of the Description column, click on '''B''', above "Description" - this will select the whole column. Right click on the selection and click "Format Cells" and go to the '''Alignment''' tab. Check the box next to "Wrap Text Automatically," and click OK. Now the text will confine to the cell box. <br><br>[[File:Database10.jpg|600px]]<br>[[File:Database11.JPG|500px]]<br><br>
-#Next, click on the cell that says "Custom" (C2) and press "Ctrl + C" to copy. Then click on the box directly under (C3), scroll down to the bottom of the list, and click the last cell in column C while pressing '''SHIFT''' on your keyboard. This will select all the cells in between your first selection and where you last click. Then press "Ctrl + V" to paste. This will fill all the selected cells with "Custom".
+#Next, click on the cell that says "Custom" (C2) and press "Ctrl + C" to copy. Then click on the box directly under (C3), scroll down to the bottom of the list, and click the last cell in column C while pressing '''SHIFT''' on your keyboard. This will select all the cells in between your first selection and where you last click. Then press "Ctrl + V" to paste. This will fill all the selected cells with "Custom".<br><br>[[File:Database12.JPG|506px]][[File:Database13.JPG|500px]]<br><br>
 #Go back to the top of the list and select the two dark grey boxes "CommentNum" and "Comment" (A2, B2). In order to select both boxes you must press "Ctrl" when clicking on the 2nd box. Then, right click on the selection and click "Delete". Select "Shift Cells Up" on the pop-up window and click OK.
 #Once you have successfully transferred all the columns into the new template, save, then import the new file into TermiteKiosk.