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Route Manager

4 articles

HOW TO ADD COMPONENTS TO A ROUTE

Click on the Route Manager panel Click on the route name needed Click on Add Tags Create a filter for the components needed Right click and select Copy n Records (or highlight the components and choose Copy Selected from the right click menu) Right click on the route name Select Past Into C...

HOW TO CREATE A NEW USER IN ROUTE MANAGER

Click on the Route Manager panel Right click on the left side of the table Select Users from the list Right click anywhere on the form Select Add New Technician Populate the Name field Check the box if the tech can make regulatory or edits in LDM Click the Save button Click yes/no to attac...

HOW TO CREATE A NEW ROUTE NAME

Click the Route Manager panel Right click on the left side to the table Select Add New Route from the list Uncheck the Unassigned box Select a technician from the drop list Populate the Route Name field Click the Save button

USING THE PAPER ROUTE TO ENTER INSPECTIONS

Click the Route Manager panel Click on the route needed Check the box for Paper Route Click the Save Route button Highlight the tags needed Right click and select Monitor Selected Populate the form Click the Apply button Right click anywhere on the grid Select Send Monitored to Quarantine...