Administration Tutorial Movies

Tutorial Movie

Below is a list of tutorial movies for the Administration module. Click on the links below to view a movie. Some links contain drop-down menus from which you can choose a movie.  The running time for each movie is in parentheses beside it along with the version number.

Note: These tutorial movies are provided as a supplement to the manual.  While we recommend viewing the movies, it is important to also read the manual as it contains additional information and warnings.

Administration Overview Movie v.6.70 [4:48]

Structure Change Overview Movie v.6.72 [1:09]

Work Options-Work Orders

Number Format v.6.70 [3:09]

Tracking Options v.6.70 [4:06]

Integrate Work and Parts Inventory v.6.70 [0:26]

Auto-Calculate Task Units v.6.72 [3:45]

Auto-Populate End Date from Start Date v.6.72 [2:14]

Copy Address from Asset v.6.72 [4:13]

Populate Empty WO Resource Account No. with Task v.6.72 [2:31]

Populate Empty WO Task Account No. with Main No. v.6.72 [3:25]

Reset Missed Starting Date PM v.6.72 [5:12]

Auto-Change WO Dates to Match Task Dates v.6.70 [2:12]

Populate Resources from Crew v.6.70 [2:37]

Populate Resource Dates from Task Dates v.6.70 [1:10]

Automatically Associate Sub-Categories v.6.70 [1:54]

Maximum # of Segments to Search v.6.70 [1:28]

Integration with Planning Module v.6.70 [1:16]

Enforce Resource End Date = Start Date v.6.70 [2:13]

Validate Against Duplicate Asset Task for PM v.6.72 [1:45]

Work Options-Work Requests

Number Format v.6.70 [2:28]

Tracking Options v.6.70 [5:28]

Search for Customer by Phone Number, Contact, and Account; Update Customers from Requests v.6.70 [6:00]

Find Duplicate Request by Category Code, Problem Code, and Address Block; Address Block Range; Find Duplicate Request by Date Range; Date Range v.6.70 [5:57]

Shared Options-ALL v.6.70 [1:38]

Time Cost Setup v.6.70 [1:55]

See Also

Administration

Work Options

Time Cost Setup

Work Asset Setup

Services Processing Setup