- Enter Code as PM
- Enter Preventive Maintenance
- Enter remarks for any explanation if required
- Click save
- Create a relevant code as e.g., MM
- Enter the Name as e.g., Monthly maintenance
- Select the Activity type as Preventive maintenance
- Click save/update
- Select the Code category as Asset Type
- Create a relevant code for an asset type e.g., AS000025AS
- Enter the Name for the asset type e.g., POWER TRANSFORMERS
- Select the Tracking type
- Select the Nature
- Select the Asset schedule
- Select the tab –Activity
- Enter the fields
- Use Add row to enter more than one activity
- Select Asset Type from the picklist e.g., POWER TRANSFORMER
- Create a relevant Asset Code
- Enter the Asset Name
- Enter the batch serial
- Select Party type as Own asset
- Select the Running status as Running
- Select energy metering as Not required
- Click update
- Create a relevant code
- Enter the name of the parameter
- Enter all the fields
- Click save
- Select the Code & Name of the Asset Type (already created by you) for e.g., Breaker
- Select the parameters to set ( already created by you)
- Use Add Row to set more than one parameter
- Click save/update
- Select Type as Asset
- Select the Asset Type, Asset & the Activity from the pick list (already created by you )
- Select the Assigned to as e.g., User
- Select the user from the picklist ( already created by your admin)
- Select the Parameter set from the picklist (already created by you)
- Set the Scheduler by selecting from one of the various options
- Click save/update
- Create the codecategory as Party
- Create the code for the Party (Auto Generated)
- Enter the Name, Shortname, currency of the Party
- Select account
- Select the Account Group
- Select the tab – Party branch and enter all the fields.
- Click save/update
- Select Asset Type
- Select the Asset
- Select the Party Branch
- Select the Activity
- Enter the Task date
- Click Generate
- Click the Plus sign to add a new task
- Task Number is Auto-generated
- Select the Name of the Task
- Select the Nature as Asset
- Select the type as Task
- Select the Activity, In-charge, Assigned-to
- Enter all the fields in Plan.
Contents
WORKFLOW FOR CALL REGISTRATION: STEP1: To register the calls which come for small functional Problems Maintenance >Masters>Call Registration
- Select the Number(Auto Generated)
- Select the Type as Call Registration
- Enter the Date
- Enter the problem
- Select all the fields under call From &callTo
- Select Type of call as Indoor
- Select call status as working
- Select the Call details tab and Enter all the fields.
- Click save/update
- Maintenance>Transaction>Workbench
- Select Type as Call
- Click save/update
Revisions
- November 26, 2021 @ 10:06:44 [Current Revision] by arul
- November 26, 2021 @ 10:06:44 by arul
- July 1, 2021 @ 10:54:51 by arul
- July 1, 2021 @ 10:47:46 [Autosave] by arul
- September 4, 2018 @ 06:49:54 by arul
- September 4, 2018 @ 06:48:33 by arul
- September 4, 2018 @ 06:44:51 by arul
- August 16, 2018 @ 07:37:11 by arul
- August 14, 2018 @ 08:55:15 by arul
- August 14, 2018 @ 08:47:23 by arul
- August 14, 2018 @ 08:46:50 by arul
- August 14, 2018 @ 08:45:28 by arul
- August 14, 2018 @ 08:28:30 by arul
- August 14, 2018 @ 08:20:47 by arul
- August 14, 2018 @ 08:18:38 by arul
- August 9, 2018 @ 04:53:15 by arul
- August 9, 2018 @ 04:42:01 by arul
- July 25, 2018 @ 04:55:26 by arul
- July 25, 2018 @ 04:54:07 by arul
- July 25, 2018 @ 04:51:22 by arul
- July 25, 2018 @ 04:03:18 by arul
- July 25, 2018 @ 03:39:55 by arul
- July 25, 2018 @ 03:09:29 by arul
- July 25, 2018 @ 02:38:34 by arul
- July 25, 2018 @ 02:06:54 by arul
- July 25, 2018 @ 01:44:53 by arul
- July 25, 2018 @ 01:28:42 by arul
- July 25, 2018 @ 00:59:12 by arul
- July 25, 2018 @ 00:56:27 by arul
- July 24, 2018 @ 19:24:54 by arul
- July 24, 2018 @ 19:10:27 by arul
Revision Differences
August 14, 2018 @ 08:45:28 | Current Revision | ||
---|---|---|---|
Content | |||
Deleted: <strong> </strong> | |||
Deleted: <h4 class="title style-scope ytd-video-primary- info-renderer"></h4> | |||
Unchanged: <strong>ONE TIME STEPS TO DO:</strong> | Unchanged: <strong>ONE TIME STEPS TO DO:</strong> | ||
Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/07/WORK- FLOW-MASTERS-1.png"><img class="alignnone wp-image-9614 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/2018/07/ WORK-FLOW-MASTERS-1.png" alt="" width="693" height="169" /></a> | Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/07/WORK- FLOW-MASTERS-1.png"><img class="alignnone wp-image-9614 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/2018/07/ WORK-FLOW-MASTERS-1.png" alt="" width="693" height="169" /></a> | ||
Unchanged: <strong>STEP 1: To Create the Activity Type in Masters</strong> | Unchanged: <strong>STEP 1: To Create the Activity Type in Masters</strong> | ||
Deleted: <strong>Maintenance> Masters>Activity Type </strong> | Added: <strong>Path: Maintenance> Masters>Activity Type </strong> | ||
Unchanged: <strong> <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/07/ACTIVITY- TYPE.png"><img class="alignnone wp-image-9541 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/2018/07/ ACTIVITY-TYPE.png" alt="" width="619" height="297" /></a></strong> | Unchanged: <strong> <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/07/ACTIVITY- TYPE.png"><img class="alignnone wp-image-9541 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/2018/07/ ACTIVITY-TYPE.png" alt="" width="619" height="297" /></a></strong> | ||
Unchanged: For e.g., | Unchanged: For e.g., | ||
Unchanged: <ul> | Unchanged: <ul> | ||
Deleted: <li | Added: <li>Enter Code as PM</li> | ||
Deleted: <li | Added: <li>Enter Preventive Maintenance</li> | ||
Unchanged: <li>Enter remarks for any explanation if required</li> | Unchanged: <li>Enter remarks for any explanation if required</li> | ||
Unchanged: <li><strong>Click save</strong></li> | Unchanged: <li><strong>Click save</strong></li> | ||
Unchanged: </ul> | Unchanged: </ul> | ||
Added: Click here <a href="http:// help.goodbookserp.com/?p=14474" target="_blank" rel="noopener">Activity Type</a> | |||
Unchanged: <strong>STEP 2: To create the list of Activities ( under each Activity Type) in the Masters</strong> | Unchanged: <strong>STEP 2: To create the list of Activities ( under each Activity Type) in the Masters</strong> | ||
Deleted: <strong> Maintenance>Masters >Activity</strong> | Added: <strong> Path: Maintenance>Masters >Activity</strong> | ||
Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/07/ACTIVITY.png"><img class="alignnone wp-image-9542 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/2018/07/ ACTIVITY.png" alt="" width="651" height="419" /></a> | Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/07/ACTIVITY.png"><img class="alignnone wp-image-9542 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/2018/07/ ACTIVITY.png" alt="" width="651" height="419" /></a> | ||
Unchanged: | Unchanged: | ||
Unchanged: <ul> | Unchanged: <ul> | ||
Unchanged: <li><strong>Create a relevant code as e.g., MM</strong></li> | Unchanged: <li><strong>Create a relevant code as e.g., MM</strong></li> | ||
Deleted: <li><strong>Enter the Name as e.g.,Monthly maintenance</ strong></li> | Added: <li><strong>Enter the Name as e.g., Monthly maintenance</ strong></li> | ||
Unchanged: <li><strong>Select the Activity type as Preventive maintenance</ strong></li> | Unchanged: <li><strong>Select the Activity type as Preventive maintenance</ strong></li> | ||
Unchanged: <li><strong>Click save/update</ strong></li> | Unchanged: <li><strong>Click save/update</ strong></li> | ||
Unchanged: </ul> | Unchanged: </ul> | ||
Added: Click here <a href="http:// help.goodbookserp.com/?p=9948" target="_blank" rel="noopener" >Activity</a> | |||
Unchanged: <strong>STEP 3: To create an Asset Type in Masters</strong> | Unchanged: <strong>STEP 3: To create an Asset Type in Masters</strong> | ||
Deleted: <strong>Maintenance> Masters>Asset type</strong> | Added: <strong>Path: Maintenance> Masters>Asset type</strong> | ||
Unchanged: <strong> <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/07/ASSET- TYPE.png"><img class="alignnone wp-image-9546 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/2018/07/ ASSET-TYPE.png" alt="" width="849" height="573" /></a></strong> | Unchanged: <strong> <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/07/ASSET- TYPE.png"><img class="alignnone wp-image-9546 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/2018/07/ ASSET-TYPE.png" alt="" width="849" height="573" /></a></strong> | ||
Unchanged: <ul> | Unchanged: <ul> | ||
Unchanged: <li><strong>Select the Code category as Asset Type</strong></li> | Unchanged: <li><strong>Select the Code category as Asset Type</strong></li> | ||
Unchanged: <li><strong>Create a relevant code for an asset type e.g., AS000025AS</strong></li> | Unchanged: <li><strong>Create a relevant code for an asset type e.g., AS000025AS</strong></li> | ||
Unchanged: <li><strong>Enter the Name for the asset type e.g., POWER TRANSFORMERS< /strong></li> | Unchanged: <li><strong>Enter the Name for the asset type e.g., POWER TRANSFORMERS< /strong></li> | ||
Unchanged: <li><strong>Select the Tracking type</strong></li> | Unchanged: <li><strong>Select the Tracking type</strong></li> | ||
Unchanged: <li><strong>Select the Nature</strong></li> | Unchanged: <li><strong>Select the Nature</strong></li> | ||
Unchanged: <li><strong>Select the Asset schedule</strong></li> | Unchanged: <li><strong>Select the Asset schedule</strong></li> | ||
Unchanged: <li><strong>Select the tab –Activity</ strong></li> | Unchanged: <li><strong>Select the tab –Activity</ strong></li> | ||
Unchanged: <li><strong>Enter the fields</strong></li> | Unchanged: <li><strong>Enter the fields</strong></li> | ||
Unchanged: <li><b>Use Add row to enter more than one activity</b></li> | Unchanged: <li><b>Use Add row to enter more than one activity</b></li> | ||
Unchanged: </ul> | Unchanged: </ul> | ||
Added: Click here <a href="http:// help.goodbookserp.com/?p=8703" target="_blank" rel="noopener">Asset Type</a> | |||
Unchanged: <strong>STEP4. To create the list of Assets (under each Asset Type) in Masters</strong> | Unchanged: <strong>STEP4. To create the list of Assets (under each Asset Type) in Masters</strong> | ||
Unchanged: <strong> Maintanence> Masters> Asset</strong> | Unchanged: <strong> Maintanence> Masters> Asset</strong> | ||
Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/07/ASSET.png"><img class="alignnone wp-image-9547 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/ 2018/07/ASSET.png" alt="" width="937" height="521" /></a> | Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/07/ASSET.png"><img class="alignnone wp-image-9547 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/ 2018/07/ASSET.png" alt="" width="937" height="521" /></a> | ||
Unchanged: <ul> | Unchanged: <ul> | ||
Unchanged: <li><strong>Select Asset Type from the picklist e.g., POWER TRANSFORMER</ strong></li> | Unchanged: <li><strong>Select Asset Type from the picklist e.g., POWER TRANSFORMER</ strong></li> | ||
Unchanged: <li><strong>Create a relevant Asset Code </strong></li> | Unchanged: <li><strong>Create a relevant Asset Code </strong></li> | ||
Unchanged: <li><strong>Enter the Asset Name</strong></li> | Unchanged: <li><strong>Enter the Asset Name</strong></li> | ||
Unchanged: <li><strong>Enter the batch serial</strong></li> | Unchanged: <li><strong>Enter the batch serial</strong></li> | ||
Unchanged: </ul> | Unchanged: </ul> | ||
Unchanged: 4(A): <strong>Select the tab - classification and fill all the details</strong> | Unchanged: 4(A): <strong>Select the tab - classification and fill all the details</strong> | ||
Unchanged: 4(B): <strong>Select the tab - parameter and fill all the details</strong> | Unchanged: 4(B): <strong>Select the tab - parameter and fill all the details</strong> | ||
Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/07/ASSET- PARAMETER.png"><img class="alignnone wp-image-9544 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/2018/07/ ASSET-PARAMETER.png" alt="" width="1317" height="579" /></a> | Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/07/ASSET- PARAMETER.png"><img class="alignnone wp-image-9544 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/2018/07/ ASSET-PARAMETER.png" alt="" width="1317" height="579" /></a> | ||
Unchanged: <strong>4(C): Select the tab - FMS </strong> | Unchanged: <strong>4(C): Select the tab - FMS </strong> | ||
Unchanged: <strong><a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/07/FMS.png"><img class="alignnone wp-image-9549 size-large" src="http://help.goodbookserp.com/ wp-content/uploads/2018/07/ FMS-1024x512.png" alt="" width="1024" height="512" /></a></strong> | Unchanged: <strong><a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/07/FMS.png"><img class="alignnone wp-image-9549 size-large" src="http://help.goodbookserp.com/ wp-content/uploads/2018/07/ FMS-1024x512.png" alt="" width="1024" height="512" /></a></strong> | ||
Unchanged: <ul> | Unchanged: <ul> | ||
Unchanged: <li><strong>Select Party type as Own asset</strong></li> | Unchanged: <li><strong>Select Party type as Own asset</strong></li> | ||
Deleted: <li><strong>Select Running status as Running</strong></li> | Added: <li><strong>Select the Running status as Running</strong></li> | ||
Unchanged: <li><strong>Select energy metering as Not required</strong></li> | Unchanged: <li><strong>Select energy metering as Not required</strong></li> | ||
Unchanged: <li><strong>Click update</strong></li> | Unchanged: <li><strong>Click update</strong></li> | ||
Unchanged: </ul> | Unchanged: </ul> | ||
Added: Click here <a href="http:// help.goodbookserp.com/?p=14517" target="_blank" rel="noopener">Asset</a> | |||
Unchanged: <strong>STEP 5: To create the list of Parameters in the Masters</strong> | Unchanged: <strong>STEP 5: To create the list of Parameters in the Masters</strong> | ||
Deleted: <strong>Maintenance> Masters>Parameter</strong> | Added: <strong>Path: Maintenance> Masters>Parameter</strong> | ||
Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/07/PARAMETER.png"><img class="alignnone wp-image-9551 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/2018/07/ PARAMETER.png" alt="" width="689" height="581" /></a> | Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/07/PARAMETER.png"><img class="alignnone wp-image-9551 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/2018/07/ PARAMETER.png" alt="" width="689" height="581" /></a> | ||
Unchanged: <ul> | Unchanged: <ul> | ||
Unchanged: <li><strong>Create a relevant code</strong></li> | Unchanged: <li><strong>Create a relevant code</strong></li> | ||
Deleted: <li><strong>Enter the name of parameter </ strong></li> | Added: <li><strong>Enter the name of the parameter </ strong></li> | ||
Unchanged: <li><strong>Enter all the fields</strong></li> | Unchanged: <li><strong>Enter all the fields</strong></li> | ||
Unchanged: <li><strong>Click save</strong></li> | Unchanged: <li><strong>Click save</strong></li> | ||
Unchanged: </ul> | Unchanged: </ul> | ||
Added: Click here <a href="http:// help.goodbookserp.com/?p=14498" target="_blank" rel="noopener" >Parameter</a> | |||
Unchanged: <strong>Step 6: To set the Parameters for a particular Asset Type </strong> | Unchanged: <strong>Step 6: To set the Parameters for a particular Asset Type </strong> | ||
Deleted: <strong>Maintenance >Masters>Parameter Set</strong> | Added: <strong>Path: Maintenance >Masters>Parameter Set</strong> | ||
Unchanged: <strong> <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/07/PARAMETER- SET-1.png"><img class="alignnone wp-image-9564 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/2018/07/ PARAMETER-SET-1.png" alt="" width="667" height="577" /></a></strong> | Unchanged: <strong> <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/07/PARAMETER- SET-1.png"><img class="alignnone wp-image-9564 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/2018/07/ PARAMETER-SET-1.png" alt="" width="667" height="577" /></a></strong> | ||
Unchanged: <ul> | Unchanged: <ul> | ||
Unchanged: <li><strong>Select the Code & Name of the Asset Type (already created by you) for e.g., Breaker</strong></li> | Unchanged: <li><strong>Select the Code & Name of the Asset Type (already created by you) for e.g., Breaker</strong></li> | ||
Unchanged: <li><strong>Select the parameters to set ( already created by you)</strong></li> | Unchanged: <li><strong>Select the parameters to set ( already created by you)</strong></li> | ||
Unchanged: <li><strong>Use Add Row to set more than one parameter</strong></li> | Unchanged: <li><strong>Use Add Row to set more than one parameter</strong></li> | ||
Unchanged: <li><strong>Click save/update</ strong></li> | Unchanged: <li><strong>Click save/update</ strong></li> | ||
Unchanged: </ul> | Unchanged: </ul> | ||
Added: Click here <a href="http:// help.goodbookserp.com/?p=14509" target="_blank" rel="noopener">Parameter Set</a> | |||
Unchanged: <strong>STEP 7: To schedule the activities to be done for each Asset</strong> | Unchanged: <strong>STEP 7: To schedule the activities to be done for each Asset</strong> | ||
Unchanged: <strong>Maintenance >Masters>Asset Activity</strong> | Unchanged: <strong>Maintenance >Masters>Asset Activity</strong> | ||
Unchanged: | Unchanged: | ||
Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/07/ASSET- ACTIVITY.png"><img class="alignnone wp-image-9545 size-large" src="http://help.goodbookserp.com/ wp-content/uploads/2018/07/ ASSET-ACTIVITY- 1024x456.png" alt="" width="1024" height="456" /></a> | Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/07/ASSET- ACTIVITY.png"><img class="alignnone wp-image-9545 size-large" src="http://help.goodbookserp.com/ wp-content/uploads/2018/07/ ASSET-ACTIVITY- 1024x456.png" alt="" width="1024" height="456" /></a> | ||
Unchanged: <ul> | Unchanged: <ul> | ||
Unchanged: <li><strong>Select Type as Asset</strong></li> | Unchanged: <li><strong>Select Type as Asset</strong></li> | ||
Unchanged: <li><strong>Select the Asset Type, Asset & the Activity from the pick list (already created by you</strong>< strong> ) </strong></li> | Unchanged: <li><strong>Select the Asset Type, Asset & the Activity from the pick list (already created by you</strong>< strong> ) </strong></li> | ||
Unchanged: <li><strong> < /strong><strong>Select the Assigned to as e.g., User </strong></li> | Unchanged: <li><strong> < /strong><strong>Select the Assigned to as e.g., User </strong></li> | ||
Deleted: <li><strong>Select the user from the | Added: <li><strong>Select the user from the picklist ( already created by your admin)</strong></li> | ||
Deleted: <li><strong>Select the Parameter set from the | Added: <li><strong>Select the Parameter set from the picklist (already created by you)</strong></li> | ||
Unchanged: <li><strong>Set the Scheduler by selecting from one of the various options </strong></li> | Unchanged: <li><strong>Set the Scheduler by selecting from one of the various options </strong></li> | ||
Unchanged: <li><strong>Click save/update</ strong></li> | Unchanged: <li><strong>Click save/update</ strong></li> | ||
Unchanged: </ul> | Unchanged: </ul> | ||
Added: Click here <a href="http:// help.goodbookserp.com/?p=10000" target="_blank" rel="noopener">Asset Activity</a> | |||
Unchanged: <strong> </strong> <strong>STEP 8: To create the Party with Branch</strong> | Unchanged: <strong> </strong> <strong>STEP 8: To create the Party with Branch</strong> | ||
Unchanged: <strong>Click Accounts>Master> Ledger>Party with Branch</strong> | Unchanged: <strong>Click Accounts>Master> Ledger>Party with Branch</strong> | ||
Unchanged: <strong> <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/07/PARTY- WITH-BRANCH.png"><img class="alignnone wp-image-9566 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/2018/07/ PARTY-WITH-BRANCH.png" alt="" width="1255" height="571" /></a></strong> | Unchanged: <strong> <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/07/PARTY- WITH-BRANCH.png"><img class="alignnone wp-image-9566 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/2018/07/ PARTY-WITH-BRANCH.png" alt="" width="1255" height="571" /></a></strong> | ||
Unchanged: <ul> | Unchanged: <ul> | ||
Unchanged: <li><strong>Create the codecategory as Party</strong></li> | Unchanged: <li><strong>Create the codecategory as Party</strong></li> | ||
Unchanged: <li><strong>Create the code for the Party (Auto Generated)</strong></li> | Unchanged: <li><strong>Create the code for the Party (Auto Generated)</strong></li> | ||
Unchanged: <li><strong>Enter the Name, Shortname, currency of the Party</strong></li> | Unchanged: <li><strong>Enter the Name, Shortname, currency of the Party</strong></li> | ||
Unchanged: <li><strong>Select account </strong></li> | Unchanged: <li><strong>Select account </strong></li> | ||
Unchanged: <li><strong>Select the Account Group </strong></li> | Unchanged: <li><strong>Select the Account Group </strong></li> | ||
Unchanged: <li><strong>Select the tab – Party branch and enter all the fields.</strong></li> | Unchanged: <li><strong>Select the tab – Party branch and enter all the fields.</strong></li> | ||
Unchanged: <li><strong>Click save/update</ strong><strong> </strong></li> | Unchanged: <li><strong>Click save/update</ strong><strong> </strong></li> | ||
Unchanged: </ul> | Unchanged: </ul> | ||
Deleted: <h3 class="title style-scope ytd-video-primary- info-renderer"><span style="color: #ff6600;"><a href="https:/ /youtu.be/N3Zz9peoUmY">Call registration and helpdesk Video</a></span></h3> | |||
Unchanged: <strong>STEPS TO DO ON A REGULAR BASIS:</strong> | Unchanged: <strong>STEPS TO DO ON A REGULAR BASIS:</strong> | ||
Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/07/WORK- FLOW-TRANSACTIONSpng-1.png"><img class="alignnone wp-image-9615 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/2018/07/ WORK-FLOW-TRANSACTIONSpng-1.png" alt="" width="681" height="143" /></a> | Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/07/WORK- FLOW-TRANSACTIONSpng-1.png"><img class="alignnone wp-image-9615 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/2018/07/ WORK-FLOW-TRANSACTIONSpng-1.png" alt="" width="681" height="143" /></a> | ||
Unchanged: <strong>STEP 1: To Create Task</strong> | Unchanged: <strong>STEP 1: To Create Task</strong> | ||
Deleted: <strong> Maintenance> Transactions>Task Generation</strong> | Added: <strong> Path: Maintenance> Transactions>Task Generation</strong> | ||
Unchanged: <strong> <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/07/TASK- GENERATION.png"><img class="alignnone wp-image-9552 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/2018/07/ TASK-GENERATION.png" alt="" width="551" height="385" /></a> </strong> | Unchanged: <strong> <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/07/TASK- GENERATION.png"><img class="alignnone wp-image-9552 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/2018/07/ TASK-GENERATION.png" alt="" width="551" height="385" /></a> </strong> | ||
Unchanged: <ul> | Unchanged: <ul> | ||
Unchanged: <li><strong>Select Asset Type</strong></li> | Unchanged: <li><strong>Select Asset Type</strong></li> | ||
Unchanged: <li><strong>Select the Asset</strong></li> | Unchanged: <li><strong>Select the Asset</strong></li> | ||
Unchanged: <li><strong>Select the Party Branch</strong></li> | Unchanged: <li><strong>Select the Party Branch</strong></li> | ||
Unchanged: <li><strong>Select the Activity</strong></li> | Unchanged: <li><strong>Select the Activity</strong></li> | ||
Unchanged: <li><strong>Enter the Task date</strong></li> | Unchanged: <li><strong>Enter the Task date</strong></li> | ||
Unchanged: <li><strong>Click Generate</strong></li> | Unchanged: <li><strong>Click Generate</strong></li> | ||
Unchanged: </ul> | Unchanged: </ul> | ||
Added: Click here <a href="http:// help.goodbookserp.com/?p=14574" target="_blank" rel="noopener">Task Generation</a> | |||
Unchanged: <strong>STEP 2: To schedule a Task</strong> | Unchanged: <strong>STEP 2: To schedule a Task</strong> | ||
Deleted: <strong>Maintenance> Transactions> Task</strong> | Added: <strong>Path: Maintenance> Transactions> Task</strong> | ||
Unchanged: <strong> <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/07/TASK-1.png"><img class="alignnone wp-image-9568 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/ 2018/07/TASK-1.png" alt="" width="969" height="397" /></a></strong> | Unchanged: <strong> <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/07/TASK-1.png"><img class="alignnone wp-image-9568 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/ 2018/07/TASK-1.png" alt="" width="969" height="397" /></a></strong> | ||
Unchanged: <ul> | Unchanged: <ul> | ||
Unchanged: <li><strong> Click the Plus sign to add a new task </strong></li> | Unchanged: <li><strong> Click the Plus sign to add a new task </strong></li> | ||
Deleted: <li><strong>Task Number is Auto | Added: <li><strong>Task Number is Auto-generated< /strong></li> | ||
Unchanged: <li><strong>Select the Name of the Task</strong></li> | Unchanged: <li><strong>Select the Name of the Task</strong></li> | ||
Unchanged: <li><strong>Select the Nature as Asset</strong></li> | Unchanged: <li><strong>Select the Nature as Asset</strong></li> | ||
Unchanged: <li><strong>Select the type as Task</strong></li> | Unchanged: <li><strong>Select the type as Task</strong></li> | ||
Unchanged: <li><strong>Select the Activity, In-charge, Assigned-to</ strong></li> | Unchanged: <li><strong>Select the Activity, In-charge, Assigned-to</ strong></li> | ||
Unchanged: <li><strong>Enter all the fields in Plan.</strong></li> | Unchanged: <li><strong>Enter all the fields in Plan.</strong></li> | ||
Unchanged: </ul> | Unchanged: </ul> | ||
Added: Click here | |||
Unchanged: <h4 class="title style-scope ytd-video-primary- info-renderer"></h4> | Unchanged: <h4 class="title style-scope ytd-video-primary- info-renderer"></h4> | ||
Deleted: <strong> | Added: <strong>WORKFLOW FOR CALL REGISTRATION:</strong> | ||
Deleted: <strong>STEP1: To register the calls which | Added: <strong>STEP1: To register the calls which come for small functional Problems </strong> | ||
Unchanged: <strong> Maintenance >Masters>Call Registration</strong> | Unchanged: <strong> Maintenance >Masters>Call Registration</strong> | ||
Unchanged: <strong> <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/07/CALL- REGISTRATION.png"><img class="alignnone wp-image-9548 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/2018/07/ CALL-REGISTRATION.png" alt="" width="1465" height="678" /></a></strong> | Unchanged: <strong> <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/07/CALL- REGISTRATION.png"><img class="alignnone wp-image-9548 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/2018/07/ CALL-REGISTRATION.png" alt="" width="1465" height="678" /></a></strong> | ||
Unchanged: <ul> | Unchanged: <ul> | ||
Unchanged: <li><strong>Select the Number(Auto Generated)</strong></li> | Unchanged: <li><strong>Select the Number(Auto Generated)</strong></li> | ||
Unchanged: <li><strong>Select the Type as Call Registration< /strong></li> | Unchanged: <li><strong>Select the Type as Call Registration< /strong></li> | ||
Unchanged: <li><strong>Enter the Date</strong></li> | Unchanged: <li><strong>Enter the Date</strong></li> | ||
Unchanged: <li><strong>Enter the problem</strong></li> | Unchanged: <li><strong>Enter the problem</strong></li> | ||
Deleted: <li><strong>Select all the fields | Added: <li><strong>Select all the fields under call From &callTo</ strong></li> | ||
Unchanged: <li><strong>Select Type of call as Indoor</strong></li> | Unchanged: <li><strong>Select Type of call as Indoor</strong></li> | ||
Unchanged: <li><strong>Select call status as working</strong></li> | Unchanged: <li><strong>Select call status as working</strong></li> | ||
Unchanged: <li><strong>Select the Call details tab and Enter all the fields.</strong></li> | Unchanged: <li><strong>Select the Call details tab and Enter all the fields.</strong></li> | ||
Unchanged: <li><strong>Click save/update</ strong><strong> </strong></li> | Unchanged: <li><strong>Click save/update</ strong><strong> </strong></li> | ||
Unchanged: </ul> | Unchanged: </ul> | ||
Added: Click here <a href="http:// help.goodbookserp.com/ ?p=14583">Call Registration</a> | |||
Unchanged: <strong>Step 2: To schedule and assign the calls and tasks</strong> | Unchanged: <strong>Step 2: To schedule and assign the calls and tasks</strong> | ||
Unchanged: <ul> | Unchanged: <ul> | ||
Unchanged: <li><strong>Maintenance> Transaction>Workbench< /strong></li> | Unchanged: <li><strong>Maintenance> Transaction>Workbench< /strong></li> | ||
Unchanged: </ul> | Unchanged: </ul> | ||
Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/07/WORK- BENCH.png"><img class="alignnone wp-image-9555 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/2018/07/ WORK-BENCH.png" alt="" width="717" height="321" /></a> | Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/07/WORK- BENCH.png"><img class="alignnone wp-image-9555 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/2018/07/ WORK-BENCH.png" alt="" width="717" height="321" /></a> | ||
Unchanged: <ul> | Unchanged: <ul> | ||
Unchanged: <li><strong>Select Type as Call </strong></li> | Unchanged: <li><strong>Select Type as Call </strong></li> | ||
Unchanged: </ul> | Unchanged: </ul> | ||
Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/07/WBpng.png"><img class="alignnone wp-image-9554 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/ 2018/07/WBpng.png" alt="" width="705" height="463" /></a> | Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/07/WBpng.png"><img class="alignnone wp-image-9554 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/ 2018/07/WBpng.png" alt="" width="705" height="463" /></a> | ||
Unchanged: <ul> | Unchanged: <ul> | ||
Unchanged: <li><strong>Click save/update</ strong></li> | Unchanged: <li><strong>Click save/update</ strong></li> | ||
Unchanged: </ul> | Unchanged: </ul> | ||
Unchanged: <strong> Path to view the various reports:</strong> | Unchanged: <strong> Path to view the various reports:</strong> | ||
Unchanged: !. Maintenance >Reports>Call >Call registration > Pending calls>Filter options >settings >PDF | Unchanged: !. Maintenance >Reports>Call >Call registration > Pending calls>Filter options >settings >PDF | ||
Unchanged: 2.Maintenance> Reports>Call>Call registration > Naturewise call summary | Unchanged: 2.Maintenance> Reports>Call>Call registration > Naturewise call summary | ||
Added: | |||
Added: <strong>Video Links:</strong> | |||
Added: <a href="http:// help.goodbookserp.com/ ?p=9628">Asset & Activity creation Watch Video Click here </a> | |||
Added: <a href="http:// help.goodbookserp.com/ ?p=9628">How to register a call Watch Video Click here</a> | |||
Unchanged: | Unchanged: | ||
Unchanged: | Unchanged: | ||
Unchanged: | Unchanged: | ||
Unchanged: <strong> </strong> | Unchanged: <strong> </strong> | ||
Unchanged: <strong> </strong> | Unchanged: <strong> </strong> | ||
Unchanged: <strong> </strong> | Unchanged: <strong> </strong> | ||
Unchanged: <strong> </strong> | Unchanged: <strong> </strong> | ||
Unchanged: <strong> </strong> | Unchanged: <strong> </strong> | ||
Unchanged: <strong> </strong> | Unchanged: <strong> </strong> | ||
Unchanged: <strong> </strong> | Unchanged: <strong> </strong> | ||
Unchanged: <strong> </strong> | Unchanged: <strong> </strong> | ||
Unchanged: | Unchanged: |
Note: Spaces may be added to comparison text to allow better line wrapping.