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maintenance_manufacturers

Manufacturer

Manufacturers are an automobile producer, who respond and contribute to claims.

Create a New Manufacturer

To create a new manufacturer select Add a Manufacturer and a form will pop up.

Create Manufacturer

Input Information

Using the collection form, you will insert the name, address and contact information for the manufacturer.

  • Type in the Name of the manufacturer. This is the short form name

Create Manufacturer

  • Provide the Long Name in English and French, this is the full legal name the manufacturer uses
  • Add an address using Add Address it will auto populate. If Google does not find the address or postal code you will need to manually type the address

Address

If you do not see create an address, press the arrow next to address

  • Select add under contact for every individual who is associated with that particular manufacturer. 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 user information for the arbitrator. The system will ONLY populate users who are not already connected to a role. Their name/number/email will all be available under Users & Roles. You are NOT able to change their information using this form

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 location
  • Create an address and assign contacts using the above mentioned steps

View, Edit or Delete a Manufacturer

View/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.

maintenance_manufacturers.txt · Last modified: 2019/01/05 22:10 (external edit)