The Usergroup Sercurity window is how you define what parts of the system a usergroup has access to. All users are assigned to one usergroup, determining their access level. Navigation Note: The User security menu is enable on a user by user basis in the User Entry screen. Assigning Access…
Adaptive checklists enable users to create checklists with condition-dependent tasks. For example, if a task is marked as a failure, follow-up tasks could be displayed. Navigation Adding Adaptive Items This example will use an existing checklist and add adaptive tasks to it. Hit add task. – Choose from the list…
AI Checklist generation is a tool to efficiently create checklists using AI. Navigation Use AI to generate checklists from the Checklist definition Entry screen. In the top right corner of the window click the “AI Baseline Checklist” button to bring up the Checklist AI Generator. In the Asset/Equipmnt Information section…
Once Requisition has been approved it can be turned into a purchase order from the Requisition PO Entry screen. Generating a PO can be limited to only specific users designated as Purchasing agents in the Directline System Defaults screen. If that option is not chosen, then anyone can generate the…
One of the main advantages of the mobile system is the ability to process work orders efficiently and at site. This article with cover work order processing in 3 parts: Materials, Labor and Completion. Materials Charging materials to a work order can be done directly on or from the Inventory…
Hot Keys are used to make searches more versatile. On most search screens or report filters, they are applied using a radio button selection; however, they can also be used with QBF Searches by entering the symbols listed below at the start of your search criteria.
The QBF (Query By Form) search can be used on most screens and allows you to find records outside the normal index search. QBF searches can be done from most screens by following these steps: All records that match the entered criteria will come up. Use the Previous(3) and Next(4)…
This article will look at the process of setting up a purchasing Heirarchy and the screen used to do this. Before beginning to setup the heirarchy be sure the system is set to use the Full Package Purchasing in Directline System Defaults as well as deciding whether to use the…
A pick list is a record sent to warehouse staff to fulfill the material needs of a maintenance task. The parts are added to the pick list from a work order on Directline Mobile, and are immediately available to warehouse staff in Directline to pull parts from the shelf and…
When setting up Directline’s purchasing system, there are several options available. This article will go through the Purchasing tab of the Directline System defaults screen.