David-Yim
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Articles
Recent activity by David-Yim-
Editing or Deleting a Vendor
Tap the icon in the upper right corner of the app. The menu opens. Tap the Admin option. The Admin menu opens. Tap the Vendors option. The Vendors screen opens and shows every vendor in the sys...
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Adding a Customer
Tap the icon in the upper right corner of the app. The menu opens. Tap the Admin option. The Admin menu opens. Tap the Customers option. The Customers screen opens displaying all customers ...
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Editing or Deleting a Customer
Tap the icon in the upper right corner of the app. The menu opens. Tap the Admin option. The Admin menu opens. Tap the Customers option to continue. The Customers screen opens displaying all cu...
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Adding + Editing Equipment Inspection Surveys
Equipment inspections can be set up as default surveys, which can be used on any piece of equipment, or created to apply to specific pieces of equipment. To add or edit equipment inspection surveys...
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Viewing Surveys in Survey Maintenance
Tap the icon in the upper right corner of the app. The main menu opens. Tap the Admin option. The Admin Settings menu opens. Tap the Safety option. The Safety Settings menu opens. Tap the Su...
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Adding + Editing Surveys
From the Homescreen, tap the icon in the upper right corner to open the Main Menu. The Main Menu opens. Tap the Admin option. The Admin Settings menu opens. Tap the Safety option. The Safety Se...
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Adding a Project Overview (Video)
In this video, learn all about how to set up a new project in the app.
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Adding a Project (Project Managers Only)
Tap the icon in the upper right corner of the app. The menu opens. Tap the Select Project option. The Projects view opens showing all of the projects that have been assigned to you, and their st...
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Adding + Editing Project Permissions
From the Homescreen, tap to open the Main Menu. Tap to select the Project Info option from the menu. The Project Info screen opens for the project you are currently viewing. Tap to open Project ...
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Setting Up + Editing the Enterprise Profile
The Enterprise Profile determines settings for projects and users across your organization. Only users with admin rights will be able to access this part of the app. To set up or edit the Enterpris...