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technical_inspectors
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| - | ====== Technical Inspector ====== | + | |
| - | A technical inspector is a mechanic or other professional who will test, research and provide additional details for a claim. | + | |
| - | ===== Create a New Technical Inspector ===== | + | |
| - | To create a new technical inspector select **(insert screen shot of create)** and a form will pop up. | + | |
| - | ====Input Information ==== | + | |
| - | Using the collection form, you will insert the company, region, address and contact information for the technical inspector. | + | |
| - | - Type in the **name** of the company {{:manufacturer_create_name.png|Create Manufacturer}} | + | |
| - | - Use the pull down menu to select the appropriate [[Area Served & Region|region]] | + | |
| - | - Add an address using **create an address** it will auto populate {{:address.png|Address}} If you do not see create an address, press the arrow next to address {{:address_roll_down.png|}} | + | |
| - | - Select **create a new contact** under contact for every technical inspector who is associated with that particular company. If you do not see add press the arrow next to contact | + | |
| - | - Use the pull down menu to select an existing user to fill out the **contact(s)** for the technical inspector. They will already have their name/number/email added in under [[Users_and_Roles|Users & Roles]]. You are NOT able to change their information using this form {{:manufacturer_add_contact.png|Add Contact}} | + | |
| - | - Add in the users job title under **position** | + | |
| - | - Delete contacts as required using the delete button | + | |
| - | ===== Create a New Regional Manufacturer ===== | + | |
| - | Some manufacturers may have alternative offices you would need to connect with. Use **create a new regional manufacturer** in that case. The manufacturer will auto populate and cannot be changed. | + | |
| - | - Use the pull down menu under **region** to select the appropriate province | + | |
| - | - Create an address and assign contacts using the above mentioned steps | + | |
| - | ===== Edit or Delete a Manufacturer ===== | + | |
| - | ==== Edit ==== | + | |
| - | When additional contact information is required and/or needs to be updated, select the edit button on the main Manufacturer screen. Follow the above mentioned directions for inputting information in order to make any changes. | + | |
| - | ==== Delete ==== | + | |
| - | In some cases you will need to delete a manufacturer. Use the delete button on the main Manufacturer screen. You will be asked to confirm the operation. | + | |
technical_inspectors.1460399207.txt.gz · Last modified: 2019/01/05 22:10 (external edit)
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