System Setup Reference Documents
Employee – Setup (rev 09/21) View PDF
Employee Permissions (rev 09/21) View PDF
Work Order Employees – Setup (rev 03/21) View PDF
Employee Record – Steps to Inactivate (rev 12/21) View PDF
Certification Type – Setup (rev 04/20) View PDF
Task Template – Setup (rev 02/19) View PDF
Task Notification – Setup (rev 02/19) View PDF
Default Document Folders – Setup (rev 04/20) View PDF
Loss Date Rules – Setup (rev 04/21) View PDF
Job Compliance Progress – Setup (rev 04/21) View PDF
Loss Date Tracking – Setup (rev 04/20) View PDF
Cause of Loss – Setup (rev 04/20) View PDF
Job Type – Setup (rev 05/20) View PDF
Job Custom Fields – Setup (rev 03/21) View PDF
Determinations – Setup (rev 05/20) View PDF
Titles/Positions – Setup (rev 05/20) View PDF
XA Job Mapping (rev 07/19) View PDF
Budget Factor – Setup (rev 02/19) View PDF
Sub/Tech – Admin Settings (rev 04/20) View PDF
Document Merge Instructions (rev 10/19) View PDF
Merge Data Source – Fields and Descriptions (rev 10/19) View PDF
Document Templates – How to Add (rev 02/19) 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 (rev 03/19) View PDF
Text Templates – Setup (rev 03/19) View PDF
Work Order Report Settings (rev 04/21) View PDF
Work Order Email Subject Line (rev 02/19) View PDF
Purchase Order Approval – Setup (rev 02/19) View PDF
Purchase Order Signature (rev 02/19) View PDF
Sample – Correspondence Types (rev 02/19) View PDF
Samples – Referred By (rev 02/19) View PDF
Sample – Marketing Categories (rev 02/19) View PDF
Sample – Categories, Subs & Services (rev 02/19) View PDF
Samples – Reported By (rev 02/19) View PDF
Password Reset (rev 10/19)
View PDF
