Laserfiche WebLink
Session Syllabus : Service Order - Management and Generation <br /> Duration : 1 classroom day <br /> Prerequisites : Overview & Daily Process <br /> The classroom training session will cover the following topics : <br /> Adding a service order - Customer Account Inquiry Form <br /> ■ Contact Tab <br /> • Customer Account Service Order form <br /> ■ Service Order Details tab <br /> ■ Service Order Appointments <br /> ■ Select All Meters <br /> ■ Meter Selection Tab <br /> ■ Service Order Grid — Advanced Grid Toolbar <br /> Printing a service order <br /> ■ Print Service Order form <br /> Adding a service order - Service Order Management form <br /> ■ Service Order Details tab <br /> • Customer Account Details tab <br /> ■ Individual sub-tabs <br /> ■ Service Order number and status <br /> ■ Username and Date/Time stamps <br /> ■ Advanced Grid Toolbar <br /> • Default , User & Search <br /> Print Options <br /> ■ Print immediately when created <br /> ■ Print Current Service Order <br /> ■ Print Service Orders by Account Criteria <br /> ■ Print Service Orders by Service Criteria <br /> ■ Print All Open Service Orders <br /> ■ Print Service Orders by List Selection <br /> ■ Re- printing a Service Order <br /> Closing Service Orders <br /> ■ Miscellaneous Orders <br /> • Final Bill Orders <br /> ■ Collection Orders <br /> ■ Meter Actions <br /> ■ Reading History <br /> ■ Transaction History <br /> Service order reports <br /> • Completed , Cancelled , Pending & Printed Service Orders <br /> 95 <br />