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.
The mobile application can be customized by each user in a number of different ways, this article will look at the process to create custom filters and lists.
One common function in the Directline Mobile system is creating new work orders. Work orders can be created on the fly for urgent work and assigned to the user creating it or created without issuing to be planned later.
The batch work order closure process is used to close multiple work orders at one time. Navigation The Batch work order closure can only be accessed from the Work Order Completion screen or the Work Order Processing screen in Completion Mode. From the Completion Screen, go to Tools in the…
Once a work order is closed, it can no longer be modified. If you need to change the work order, follow this process to reopen it. Reopening A Work Order In the Disposition of Work Orders section, select whether the work order has been transferred to the history file. Note:…
Since Directline is delivered with a Software as a Service model, it does not run directly on your local computer. This can provide a challenge when you want to save your reports to your computer. This document will walk you through the steps to save your report, then to copy…
This document is meant to provide a general guide through the steps of setup, then usage of the Health and Safety Management Module. Setup Step 1 – Training Course Entry – begin by entering training courses, you do not need to create instances of the courses at this point. We…