Administrative back-office
Department Configuration
Overview Department Configuration allows administrators with access to the Management tab the ability to set default department parameters for all modules. This unified screen consolidates many of the parameters that were used to be controlled on the ...
Adding Custom Fields in User Settings
A copy is available to download below
External Scheduling Setup (excluding NetDuty)
A copy of this article to download below.
Deleting (Archiving) User accounts
In Follow-up Users and permissions page, the accounts cannot be archived, the checkbox is only for displaying who is, or isn't archived. By checking the "include Non Active" box, you can see who is archived, but cannot add from this page. To ...
Creating/Adding an Apparatus
In the backoffice, go to management--Department Settings--Apparatuses On the follow-up apparatus page, click new. This will open a pop up where you must enter the Apparatus ID for this vehicle. Once you have entered the info click "Submit" Then you ...
Creating and Editing User Accounts
A copy of this article is available for download below.
Creating/Modifying Custom Incident Fields
A copy of this article is available to download below.
Setting up Property Status list for Preplan
To set up or add to the Property Status dropdown/List, You must first start in follow-up Property. For this example, I opened any property to get the Property Status field, to add to the list. Double the property Status Field to open Property Status ...
Setting up Cardiac Monitors
Attached to this article is the pdf copy you can download below.
Adjusting the Fonts in Reports
A copy of this article is available to download at the bottom of this page. Click attachments.
Uploading Pump Check\Test Documents
Attached to the bottom of this article is the pdf copy if you wish to download and print.
Conducting Pump Checks\Tests for Prior Dates
Attached below this article is a pdf copy if you wish to download and print.
Adding Items to the PPE List
A copy of this article is in PDF format. To download and print, click on the Attachment link at the bottom of the page.
Adding Document Topics for Attachments
CFAI Call Processing Summary
Attached to this article is the PDF version for you to print out. To download, click on the attachment link located at the bottom of the page.
Resetting Passwords
Below is the guide on how to reset passwords, using the Admin desktop program: From the main menu, under Management-> Staff Settings-> Users & Permissions: to get to Follow-up Users and Permissions Double click on the User Name field you want to ...
Revising an Invoice, and re sending to the recipient
In the desktop app, under billing. Reopen the bill, update the information, and then approve the bill. If they are paying online, you will have to resend the invoice through the web browser. Go back to the actual inspection... Then expand the visit ...