Difference between revisions of "Custom F&R Codes"

Revision as of 17:45, 19 May 2016

Users can customize and input their own F&R codes to use in the termite reports.

How to Create Custom F&R Codes

1. Hover over Codebook in the Navigation Panel and click on Findings and Recommendations Codes
2. Click on the F&R tab
3. Click on 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.
  
  
  
  

1. To edit a code, click on the icon.
2. When you are finished, remember to click

Importing F&R Codes

1. Click Import List on the F&R Codes list
   
   
   
   
2. 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.
   

  If you do not have the program Microsoft Excel, you can download the free spreadsheet program from Open Office here.

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.

Note: Type column in the template can be disregarded.

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

Exporting F&R Codes

1. Click .
2. You can choose to Export all the codes or just a selected few.
   
   
   
   
3. 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.