System Setup Reference Documents

Employee – Setup  View PDF

Employee Permissions  View PDF

Work Order Employees – Setup  View PDF

Employee Record – Steps to Inactivate  View PDF

Certification Type – Setup  View PDF

Task Template – Setup  View PDF

Task Notification – Setup  View PDF

Compliance Template – Setup  View PDF

Default Document Folders – Setup  View PDF

Loss Date Rules – Setup  View PDF

Job Compliance Progress – Setup  View PDF

Loss Date Tracking – Setup  View PDF

Cause of Loss – Setup  View PDF

Job Type – Setup  View PDF

Job Custom Fields – Setup  View PDF

Determinations – Setup  View PDF

Titles/Positions – Setup  View PDF

XA Job Mapping  View PDF

Budget Factor – Setup  View PDF

Sub/Tech – Admin Settings  View PDF

Document Merge Resources

Document Merge Instructions  View PDF

Merge Data Source – Fields and Descriptions  View PDF

Document Templates – How to Add  View PDF

RM Merge Data Source View XLS

IMPORTANT: Remember the RM Merge Data Source file must be downloaded to add the merge fields into your word documents.

Office Setup Reference Documents

Email Templates – Setup  View PDF

Text Templates – Setup  View PDF

Work Order Report Settings  View PDF

Work Order Email Subject Line  View PDF

Purchase Order Approval – Setup View PDF

Purchase Order Signature  View PDF


Sample – Correspondence Types  View PDF

Samples – Referred By  View PDF

Sample – Marketing Categories  View PDF

Sample – Categories, Subs & Services  View PDF

Samples – Reported By  View PDF

Other Resources

Password Reset  View PDF