• Physical Counts – Select Inventory to be Counted

    The Physical Count Management module is designed to make cycle counting easy and effective. Navigation Selection Criteria Choose first which warehouse the parts will be selected from.   Parts can only be selected from one warehouse at a time.  Next decide on the function and selection method using the five radio…

  • How To – Recording Physical Counts with Directline Mobile

    Choose the count from the list. Here the full list of parts in the count is displayed.  Use the next and Previous buttons at the bottom of the screen to scroll through the list if there is more than one page. To begin entering counted quantities, click on a line. …

  • Citrix Workspace version 2511 login issue

    Issue We are currently seeing problems with Citrix Workspace App version 2511, which was released on December 23. Affected users are presented with a frozen screen, rendering the system unusable and preventing any interaction. Recommended actions

  • Mobile Searches

    The search function has been updated in Directline Mobile Version 5 for the Maintenance, Equipment, and Inventory Modules. This article explains how the search works. Screen Layout The search screen has a number of important features Noted By the arrows Blue – Type four characters to search within the displayed…

  • Performing Searches

    The search function has been updated in Directline Version 5 for the Maintenance, Equipment, and Inventory Modules. This article explains how the search works. Screen Layout The search screen has a number of important features Noted By the arrows Blue – Type Key Words to search for within the selected…

  • Work Order Processing

    The work order processing is designed to allow processing the WO from creation to completion. This screen has two modes, Planning and Completion. Planning mode allows you to create the work order and enter planning information such as Issue to, estimate hours, planned materials etc. Completion mode allows you to…

  • How To – Usergroup Security

    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…

  • How To – Adaptive Checklists

    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…

  • How to – AI Checklist Generation

    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…

  • How To – Generate a Purchase Order

    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…