Organisational Settings – Quote Message
Here you can alter the message sent with quotes, use the text field to enter the message. Use the Save button to save the message.
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Organisational Settings – Document Settings
- admin
Document Settings are altered here. The saving button is located on the page, use to save any changes. File Storage Method The method for file storage can be switched between being Hosted or using Azure. Document Motto The text field is editable and reflects the mottos for the documents created. …
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Organisational Settings – Details
- admin
Details All Organisations details are entered here, all text fields marked with a * are mandatory and must be filled out to be saved. The more filled out the more accurate. Office Address Fill out the Office Address with the Organisation address. Can search for an address in the Find…
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Organisational Settings
- admin
Here is where the Organisational Setting are managed. Access more details through tabs.
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Service Fee Matrix
- admin
This is where the Service Fee Matrix is listed and edited. Use the checkboxes on the Service Fee Matrix to show what Service Fee Types apply to what BA Types. Service Fee Types are listed along the left. Service Fee Types are managed on the Service Fee Type page on…
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Council Fee Matrix
- admin
This is where the Council Fee Matrix is listed and edited. Use the checkboxes on the Council Fee Matrix to show what Council Fee Types apply to what BA Types. Council Fee Types are listed along the left. Council Fee Types are managed on the Council Fee Type page on…
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Service Fees – Details
- admin
To edit already created Service Fees click on the name of the Service Fees to be edited. This will open a page similar to the Add New page, where the Name, Type and Amount can be altered. Once editing is complete click on Save to apply changes or Close…
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Service Fees – Add New
- admin
The Add New button is found on the search page beside the Clear and Search Button. The Add New button opens a new page that allows the user to create a new Service Fees, required spaces to be filled are marked with the * symbol. The Type is a drop-down…
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Service Fees – Search
- admin
Search On the Service Fees page, you can search for different requirements in the name text field, you can use partial names in the text field or complete titles. You can further narrow this search through the status of the items by selecting Active, Inactive and All, by default the…
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Inspections – Add New
- admin
Clicking the Add New button reveals a drop down menu; you can create an Inspection Run or Appointment. Add New Inspection Run Complete the mandatory text fields marked by *. The BA Number is selected in the drop-down menu. To edit existing or creating new BA Numbers go to Building…