Utility Members

The Utility Members module allows agencies to set up different utility companies or agencies with whom they work regularly.

To access the Utility Members module, go to Work > Utility Locates > Utility Members.

Utility_members

At the top of the module window users can enter the utility and the primary contact.

Member Code *

A user-defined code, and the Name of the Utility company/agency

* Required.

The bottom part of the utility screen has a Contacts grid that stores alternate contact information.

A sample of the grid appears below. Sort records in the grid by clicking on the headings.  An up or down arrow (highlighted in orange below) will appear signifying ascending or descending order.

utility_members

 

How To Add a Contact

  1. Right-click in the grid and select Add Record. A contact record will open up.
  2. Enter a Name. This is required.
  3. Fill out any other desired fields.
  4. Save and Close the records.