The docking project consists of docking specification and job items.
These items are (and must be) organized in groups.
To add a docking specification group:
- Click Docking | Docking.
- Select the docking project you wish to add the group to.
- Click Add Docking specification group, found in the docking item list’s menu bar.
- Selecting an item in the item tree structure will show you the details for the item in the details window. The item or group name in the tree structure will appear once the item has been saved.
- Add specification group details
- Code/number for the item (The item list will be sorted alphabetically by this code/number) - Name for the Specification item group.
- Description for the group.
- Account: You can select an account expense for this item group.
- Last changed: Here you will find the last changed date and who made the change. (All changes can be found in the “history” log for the item group.)
- Tick the "Needs Items" box to signify that the job requires orders to be placed for items or services before the job can be carried out. You will be able to sort items later, based upon this selection in the module [Docking Overview]
- Depending on who will be responsible for this specific item group, you can assign this by selecting a “Performed by*” value. *The source for the list of “performed by” is a code table found under [Administration] à [Codes]
Once you have created a “docking specification item group” as described in the “how to..” above, you can create a specification item or detail.
To add a docking specification item:
- Click [Docking]à[Docking], and select the specification group, you wish to add the item to.
- Click Add docking specification item, in the docking item list’s menu bar.
- Edit the details for the item, in the details view (“General tab”)
The details are exactly the same as for a specification group described in the “how to..” above.
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