Difference between revisions of "Emergency Contacts"

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(Managing Emergency Contacts)
 
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==How to Add a New Emergency Contact==
 
==How to Add a New Emergency Contact==
<br>[[File:Paragraphwindow.JPG|500px]]<br>
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<br>[[File:Econtact.JPG|500px]]<br>
  
#Open the Contact Paragraph window by hovering over Codebook in the Navigation Panel and clicking Contact Paragraph.
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#Open the Emergency Contacts window by hovering over Codebook in the Navigation Panel and clicking Emergency Contacts.
#Click [[File:Newentry.JPG]] on the bottom left.
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#Edit the group name at the top by clicking on the [[File:Edit.png]] icon, then click '''Update'''.<br><br>[[File:Editgroup.JPG|450px]]<br><br>
#Input the paragraph text.<br><br> [[File:Createparagraph.JPG|300px]]<br><br>[[File:Paragraph1.JPG|500px]]<br><br>
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#Input the contact information. You can add multiple contacts in the group by clicking on '''[[File:+.png|25px]] Add another entry''' at the bottom left.<br><br>[[File:Addecontact.JPG|450px]]<br><br>
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#You may also add more groups.<br><br>[[File:Econtacti.JPG|450px]]<br><br>
 
#Click [[File:save.JPG]] when finished.
 
#Click [[File:save.JPG]] when finished.
 
<br>
 
<br>
  
 
==Using Emergency Contacts in Termite Reports==
 
==Using Emergency Contacts in Termite Reports==
<br>[[File:Paragraph_body2.jpg|700px]]<br>
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<br>[[File:Econtact4.jpg|700px]]<br>
To use your custom Contract Paragraphs in termite reports, you can go through the process until you reach the Contract, or you can skip directly to the step by clicking on the square box under Contract in the process line located at the top.  
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To effectively use your custom Emergency Contacts in termite reports, you can go through the process until you reach the Findings & Recommendations section (F&R), or you can skip directly to the step by clicking on the square box under F&R in the process line located at the top.  
#Scroll down to the Paragraph Body section, press the drop down arrow and click on the paragraph tag you want to choose.
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#Scroll down to Custom Emergency Contacts in the Tail Section, press the drop down arrow and click on the group you want to select.
#If you wish to keep the new paragraph as the default for every termite report, check the mini box on the right (Doing this will not effect previous reports).
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#The contacts are automatically filled out in the section.<br><br>[[File:Econtactex.JPG|400px]]<br><br>
*You may also edit and add new paragraphs right then and there by clicking on the [[File:Edit.png]] icon next to '''Paragraph Body'''
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#If you wish to keep the contacts as the default for every termite report, check the mini box on the right (Doing this will not effect previous reports).
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*You may also edit and add new contacts right then and there by clicking on the [[File:Edit.png]] icon next to '''Custom Emergency Contacts'''.
  
 
==Managing Emergency Contacts==
 
==Managing Emergency Contacts==
To edit a paragraph, click on the [[File:Edit.png]] icon next to the entry you want to edit.
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To delete a contact, click the [[File:X.png|25px]] icon to the left of the name. <br>
<br>
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To delete a group, click on the [[File:Edit.png]] icon next to the group name and click '''Delete Group'''.
To delete a paragraph, check the small box to the left side of the [[File:Edit.png]] icon, then click [[File:Deleteselected.jpg]]. You may check more than one entry at a time.
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<br>
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==Importing Contract Paragraphs==
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#Click [[File:Importlist.jpg]]  on Contract Paragraphs.<br><br>[[File:Importcontact.JPG|400px]]<br><br>
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#If you have already downloaded the Paragraphs 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>
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  ''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>.''
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:3. The template will begin downloading. Click the file on the bottom bar of your browser to continue.
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:4. Fill out the spreadsheet following the outlined categories. When you have finished, make sure to save.<br><br>[[File:Importcontractparagraph.JPG|600px]]<br><br>
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:5. Go back to TermiteKiosk. Now, at the Import Paragraph Body screen, click SELECT A FILE and locate the saved document in your computer, and open.
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:6. Click IMPORT
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<br>
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All the contents from the spreadsheet will appear individually in the Contract Paragraphs.
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<br>
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==Exporting Contract Paragraphs==
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#Click [[File:Exportlist.jpg]].
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#You can choose to Export all the Contracts or just a selected few.<br><br>[[File:Exportcontractparagraph.JPG|300px]]<br><br>
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#Saving your Contract Paragraphs 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.
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Latest revision as of 21:32, 10 May 2016

Econtact2.jpg

Users have an option to enter their own custom Emergency Contacts to the termite report in addition to the county numbers.


How to Add a New Emergency Contact


Econtact.JPG

  1. Open the Emergency Contacts window by hovering over Codebook in the Navigation Panel and clicking Emergency Contacts.
  2. Edit the group name at the top by clicking on the Edit.png icon, then click Update.

    Editgroup.JPG

  3. Input the contact information. You can add multiple contacts in the group by clicking on +.png Add another entry at the bottom left.

    Addecontact.JPG

  4. You may also add more groups.

    Econtacti.JPG

  5. Click Save.JPG when finished.


Using Emergency Contacts in Termite Reports


Econtact4.jpg
To effectively use your custom Emergency Contacts in termite reports, you can go through the process until you reach the Findings & Recommendations section (F&R), or you can skip directly to the step by clicking on the square box under F&R in the process line located at the top.

  1. Scroll down to Custom Emergency Contacts in the Tail Section, press the drop down arrow and click on the group you want to select.
  2. The contacts are automatically filled out in the section.

    Econtactex.JPG

  3. If you wish to keep the contacts as the default for every termite report, check the mini box on the right (Doing this will not effect previous reports).
  • You may also edit and add new contacts right then and there by clicking on the Edit.png icon next to Custom Emergency Contacts.

Managing Emergency Contacts

To delete a contact, click the X.png icon to the left of the name.
To delete a group, click on the Edit.png icon next to the group name and click Delete Group.