Navigation:  Managing Warnings > Updating Warning Information

In the below section we will explain where to update the relevant information within Site Manager in order to remove warnings from the warnings screen. Please select from the options below to jump to the required section.

 

Actions

In order to clear actions from the warnings screen the action must be marked as actioned by a user. The process is the same via either method and this can either be done through the Actions tab within the warnings screen or through Clients> Maintain Sites> Notes tab> Actions.

Cases

Cases can be cleared via the Cases tab within the Warnings screen or via Clients> Maintain Sites> select Site> QC tab> Cases

 

Credit

To clear Call back requests from the warnings screen this must be done via Clients> B. Maintain Sites> select Site> Invoice History> Credit Control

 

Order Ref

In order to remove order reference warnings navigate to Clients> B. Maintain Sites> select Site> Invoice Regular> select Invoice Line

PAT Due

PAT due dates can be updated using either of the following methods, whichever method is chosen will ensure the data is changed throughout the program:

Option 1: This method is accessed through the Machines button which can be accessed via Stock> H. Setup & Maintain Machines> Serial No’s. or Setups> J. Machinery> Serial No’s.

Option 2: This can be maintained through the Site record by going to Clients> B. Maintain Sites> Machinery

Review

Contract Renewal Date – To update the contract renewal date go to Clients> B. Maintain Sites> select Site

Next Review – To update the ‘next review’ date for regular invoicing go to Clients> B. Maintain Sites> select Site> Regular Invoicing> select Invoice Line

 

Risk

Risk Assessment warnings can be removed by updating the next assessment date by going to Clients> B. Maintain Sites> select Site> RA tab

 

Staff

Work Permits – to update the expiry date go to Staff> A. Staff Maintain> select Staff> Tax tab

Staff Review – to update the Staff review date navigate to Staff> A. Staff Maintain> select Staff> Info tab

Qualifications – In order to update expiry dates for qualifications go to Staff> A. Staff Maintain> select Staff> Quals/Docs tab

 

Stores

The normal process for clearing stores order warnings would be to purchase and receive a quantity of the product into your depot.

If the re-order levels have been set incorrectly and need adjusting these can be amended by going to Stock> F. Setup & Maintain Stock/Service Items> select Item

 

Supplier

To update the Next Review and Insurance Expires dates for suppliers go to either Stock> G. Setup & Maintain Suppliers> select Supplier> Approval tab or Setups> E. Suppliers/Contrctrs/Vans> select Supplier> Approval tab

 

Vehicles

Warnings relating to vehicles can be cleared by navigating to Setups> X. Assets & Vehicles> select Vehicle