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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.

  1. Type in the name of the company Create Manufacturer
  2. Use the pull down menu to select the appropriate region
  3. Add an address using create an address it will auto populate Address If you do not see create an address, press the arrow next to address
  4. 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
  5. 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 & Roles. You are NOT able to change their information using this form Add Contact
  6. Add in the users job title under position
  7. 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.

  1. Use the pull down menu under region to select the appropriate province
  2. 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 ยท Last modified: 2019/01/05 22:10 (external edit)