|
|
| (34 intermediate revisions by the same user not shown) |
| Line 1: |
Line 1: |
| − | [[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 Finding & Recommendation Codes from the WinTos Server to TermiteKiosk ==
| |
| − | For customers who already own the Microsoft Office suite, you should be able to open the database file through Microsoft Access.<br>
| |
| − | 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 > Custom F&R Codes > Import New, and download the spreadsheet.
| |
| − | #Copy and paste the columns of the original codes into the corresponding category in the template file.
| |
| − | #Once you have successfully transferred all the columns into the new template, save, then import the new file into TermiteKiosk.
| |
| − |
| |
| − | == 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.
| |
