Difference between revisions of "Calendar"
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[[File:calender.jpg|500px]]<br> | [[File:calender.jpg|500px]]<br> | ||
The calendar is a good way to create and manage your schedules, whether it be for inspections, treatments, or generic appointments.<br> | The calendar is a good way to create and manage your schedules, whether it be for inspections, treatments, or generic appointments.<br> | ||
The schedule for the current day will always be located in a box on the right of the homepage. | The schedule for the current day will always be located in a box on the right of the homepage. | ||
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On the very top of the menu right next to Termite Report, you may find the calendar. <br> | On the very top of the menu right next to Termite Report, you may find the calendar. <br> | ||
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Monthly, weekly, daily calendar templates are available according to users’ various needs. <br> | Monthly, weekly, daily calendar templates are available according to users’ various needs. <br> | ||
Users may skip forward and backward a day, a week, and a month by pressing the arrow icon on the left top.<br> | Users may skip forward and backward a day, a week, and a month by pressing the arrow icon on the left top.<br> | ||
| + | <br> | ||
| + | __TOC__ | ||
| + | <br> | ||
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| + | ==How to Add a New Job== | ||
[[File:schedulejob.jpg|500px]]<br> | [[File:schedulejob.jpg|500px]]<br> | ||
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# Click on NEW JOB located at the top left corner. | # Click on NEW JOB located at the top left corner. | ||
# Choose the time of the job by dragging the blue squares, | # Choose the time of the job by dragging the blue squares, | ||
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# User can select the type of job by clicking the options located on the right: | # User can select the type of job by clicking the options located on the right: | ||
#*The following input boxes will change accordingly. | #*The following input boxes will change accordingly. | ||
| − | # Save the | + | # Save the entry by clicking CONFIRM. |
| + | ==The Field Sheet== | ||
[[File:FieldSheet.jpg|300px]]<br> | [[File:FieldSheet.jpg|300px]]<br> | ||
| − | + | If the event is an inspection, Termite Kiosk allows users to save/print a Field Worksheet. | |
| − | + | This option allows for the inspector to have a hard copy of the form to fill out on the job, so when it is finished, | |
| − | the | + | the user can easily transfer the information into a termite report on the computer. |
| + | ==Treatment Schedules== | ||
[[File:treat.jpg|260px]] | [[File:treat.jpg|260px]] | ||
[[File:search Reports.jpg|300px]]<br> | [[File:search Reports.jpg|300px]]<br> | ||
| − | + | #Click on the SEARCH ICON | |
| − | + | #Select an inspection report that needs treatment | |
| − | + | #Save the entry by clicking CONFIRM. | |
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== Managing the Calendar == | == Managing the Calendar == | ||
[[File:calenderfill.jpg|250px]] | [[File:calenderfill.jpg|250px]] | ||
[[File:dashboardwcalendar.jpg|300px]]<br> | [[File:dashboardwcalendar.jpg|300px]]<br> | ||
| − | Inspection | + | Inspection: DARK BLUE |
| − | + | Treatment: BLUE | |
| − | + | Generic: SKY BLUE | |
| + | Completed Jobs: BLACK | ||
| − | + | == Export Routes == | |
[[File:exportroutes.jpg|250px]] | [[File:exportroutes.jpg|250px]] | ||
[[File:exportgmap.jpg|300px]]<br> | [[File:exportgmap.jpg|300px]]<br> | ||
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Then Google Map will suggest the best route to the destination.<br> | Then Google Map will suggest the best route to the destination.<br> | ||
| − | + | == Clear the Calendar == | |
[[File:clear.jpg|500px]]<br> | [[File:clear.jpg|500px]]<br> | ||
In order to clear out the jobs that have been done, user may select the schedule box in the calendar and click “Clear Event.”<br> | In order to clear out the jobs that have been done, user may select the schedule box in the calendar and click “Clear Event.”<br> | ||
Revision as of 19:54, 4 May 2016
The calendar is a good way to create and manage your schedules, whether it be for inspections, treatments, or generic appointments.
The schedule for the current day will always be located in a box on the right of the homepage.
On the very top of the menu right next to Termite Report, you may find the calendar.
Monthly, weekly, daily calendar templates are available according to users’ various needs.
Users may skip forward and backward a day, a week, and a month by pressing the arrow icon on the left top.
Contents
How to Add a New Job
- Click on NEW JOB located at the top left corner.
- Choose the time of the job by dragging the blue squares,
- or manually inputting the time using your keyboard.
- Alternatively, if the job is happening at the moment, you can select NOW.
- or manually inputting the time using your keyboard.
- Click on the empty box right next to the time. Select the date of your job from the mini calendar that appears.
- You can change the month by clicking on the highlighted arrow keys:
- Change the duration of the job. You can change hours/days by clicking on the drop down arrow.
- User can select the type of job by clicking the options located on the right:
- The following input boxes will change accordingly.
- Save the entry by clicking CONFIRM.
The Field Sheet
If the event is an inspection, Termite Kiosk allows users to save/print a Field Worksheet.
This option allows for the inspector to have a hard copy of the form to fill out on the job, so when it is finished,
the user can easily transfer the information into a termite report on the computer.
Treatment Schedules
- Click on the SEARCH ICON
- Select an inspection report that needs treatment
- Save the entry by clicking CONFIRM.
Managing the Calendar
Inspection: DARK BLUE
Treatment: BLUE
Generic: SKY BLUE
Completed Jobs: BLACK
Export Routes
TermiteKiosk, using Gooogle Map, helps user to find the fastest routes to the destination accordance with calendar schedule.
Click the "Include my compnay address as first entry" on the top left and select the destination and click "Export to Google Maps."
Then Google Map will suggest the best route to the destination.
Clear the Calendar
In order to clear out the jobs that have been done, user may select the schedule box in the calendar and click “Clear Event.”
Before the user clear the Inspection schedule, he or she may choose the options next to the “Clear Event” button.
The dropdown menu allows user to choose to just 1) Return to calendar, 2) Create a termite report after inspection in the
"Termite Report section or 3) open the termite report directly.
For the Treatment schedule, it will only allow to 1) Return to calendar or 2) Open the termite report.
For the generic schedule, obviously, these options do not require.
Since the user inspected the property, the termite report can be created directly within the calendar section.
