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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 the **name** of the company they work for {{:ti_company.png|Company}} | + | |
| - | - Select the appropriate region {{:ti_region.png|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** to include the personal information of a technical inspector {{:ti_create_a_new_contact.png|Create a New Contact}} If you do not see add a contact press the arrow next to contact | + | |
| - | - Provide the technical inspector's name and email {{:ti_contact_info.png|Contact Info}} | + | |
| - | - Add phone number(s), make sure to include the type of number office, cell, fax etc... {{:ti_phone_number.png|Phone Number}} | + | |
| - | - Delete phone numbers as required using the delete button | + | |
| - | ===== View, Edit or Delete a Technical Inspector ===== | + | |
| - | ==== View ==== | + | |
| - | To see a summary of the technical inspectors information, select the view button on the main Technical Inspector screen **(insert screen shot when Technical Inspector has been separated)**. | + | |
| - | ==== Edit ==== | + | |
| - | When additional contact information is required and/or needs to be updated, select the edit button on the main Technical Inspector 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 technical inspector. Use the delete button on the main Technical Inspector screen. You will be asked to confirm the operation. | + | |
technical_inspectors.1460401416.txt.gz · Last modified: 2019/01/05 22:10 (external edit)
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