Access

• Main Menu
• Sales
• Enquiry
• Drawings

Drawing number format

Drawing number format 9999999.999 for sub drawings or revisions with master drawing number
 

• Facilitates revisions if not using drawing number sub-set to achieve same.
• Manage with Query and SendTo export
• Jobs or quotes relating to this drawing
• If drawings linked to Routes and the revisions are correctly managed then these tabs display Routes and Work Orders. Back-track complaint to the drawing in use at time
• Link to this from numerous Minder forms, procedures or part number access.
• Notes (2000 chars)Write note or contact record
• Send email with auto-create note of contact record
• Original customer drawing.pdf or .doc

Everyone cam hyperlink to drawings from within Minder.

Drawing used in Routes – details job step/component

Cross references to Parent drawing – the finished product

Drawing used in Work Orders – details job step/component

Cross references to Parent drawing – the finished product

Service Requests/Activities/Drawing notes

Service Requests and other free-form created activities (eg Drawing Maintenance/update with ability to track work time through action notes

• Scope for highlighted SR/ActivityNote history based on Show-notes for setting.
• Edit note from mouse-click.Show notes for: drawing itself; all subset/revisions; or highlighted activity

Activity note

Use Activity Note to track start and finish time. Clock starts from Add note and End-time auto set on exit (OK) if not manually set.
Action notes are linked to a unique activity. A complete series of time-based notes will provide a record of work, contacts and elapsed time.Category and Type provide for sub-analysis

• Create a drawing-linked activity from the drawing itself
• Look up existing SR or create a new one from the Look-up browse
  
  

Service Request/Activity browse

• Select to link Add for new and then Select from browse when addedThe Service Request/Activity calendar (We can split these out for separate calendars).
• Here clicks to see an Outlook style month-in-review. Colour code by type and/or completed,