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…
Adding history for existing employee’s training records allows the system to determine due dates for training renewals. Add History to an employee by going to the Employee Entry screen and navigating to the Training History tab. Hit the Add Training button at the bottom of the screen. Date – Hit…
Job classes define the training requirements for an employee. a single employee may be a member of multiple job classes and all courses from those classes will show up as required for that employee. Navigation Creating a Classification Begin by entering a Job Class code. This field cannot contain any…
The first step to using the Health and Safety Training module is to set up training courses. The course can be setup in Detail, or very simply, this article will give details on both setups.
This Article will show the process to add a user to the system. It will cover adding users for Directline, Directline Mobile and Web Work Order Entry pages. Directline Mobile and HTML Work Order pages are optional features, if you are interested in learning more about them, contact our support…
The PM Frequency is used along with the last done date to determine when it should be scheduled next. there are several common frequencies in the system already but, there may be situations where a new frequency is required.
Employee Records contain information about any employee and can be detailed or simple depending on your organization’s needs. The Employee record is also tied closely to Maintenance as these employee records are used to populate the Issue To field and every Mobile user must be linked to an employee record….
Since the zoom feature within Directline does not work for everyone, this article will describe a method to scale your session using settings in the Citrix Workspace client. Accessing the Citrix settings. In the bottom right corner of the windows screen, click the arrow button to show the task tray….
Line items on a requisition are the products or services that are being ordered. This article will cover the process for each of these types. Inventory Item Begin by entering a valid part number, or click the magnifying glass button to use the inventory search. Enter one or more criteria…