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Outline of Required User Documentation

Updated

ADMIN

FAQ Admin

  • Create one file per FAQ.

  • Create links to FAQs for user accessibility

    • Users

    • FLS Support

User Manual Admin

  • General setup (Adding a New Location (for admins)Video)

    • Locations

      • Add Location (Low)

      • Edit Location (Low)

      • Find Location (Low)

    • Assemblies (Adding or Editing Assemblies)

      • Add Assembly (Low)

      • Edit Assembly (Low)

      • Delete Assembly (Low)

    • History (Admin Training Video)

      • Reopen Report (Low)

      • Update Report (Low)

      • Get Report (Low)

      • Delete Report (Medium)

      • Include Deleted Assemblies (Low)

      • See all reports for a single assembly

    • Edit Form Data (Admin Training Video)
      * Select Assembly to Edit Form Data (Low)

    • Import/Export Assets

      • Import Assets (High)

      • Export to CSV (High)

    • Define Zone Maps

      • Create Zone Map for an Assembly

      • Upload Image for Zone (medium)

      • Position Devices for Zone (medium)

    • Generate Custom Report

      • Preview Report (Low only bcs not many ppl using)

      • Generate Report (goes into history) (Low same as above)

    • Create Merged Report

    • Deficiencies (Admin Training Video/Edit Deficiencies Training Video)Editing Deficiencies Article

      • Edit Deficiency (low)

      • Go to Location Summary (low)

      • View PDF Submission Report (low)

      • Flag or Unflag (low)

    • Enter Forms (Admin Training Video)

      • Edit Assembly Test Report (low)

      • Add Attachments (low)

    • Review (Reviewing Reports Video)

      • Review Reports (medium)

      • Edit Reports (low)

      • Delete Reports (low)

      • Add attachments (low)

      • Save and Process Forms (low)

    • Queries and Templates (Reports)
      * Select a Query
      * Load a Query (low)
      * Edit a Query (low)
      * Save a Query (low)
      * Delete a query (low)
      * Clear a Query (low)
      * Select Results
      * Show Activities (low)
      * Export to CSV (low)
      * Choose a Template
      * Load a Template (low)
      * Edit a Template (low)
      * Save a Template (low)
      * Delete a Template (low)
      * Clear a Template (low)
      * Generate a PDF (low)
      * Macros (low)

* Configuration

  • Configure Admin user (Admin Training Video)

    • Add user (low)

    • Edit user (medium)

    • Delete user (medium)

    • Reset Admin pwd (medium)

  • Configure Inspector (Admin Training Video)

    • Add Inspector (low)

    • Edit Inspector (medium)

    • Delete Inspector (medium)

    • Reset Inspector pwd (medium)

    • Add license (and how are licenses used in FormLink) (low)

    • Auto submit (medium)

  • Gauges (Admin Training Video)

    • How/where are gauges used in FormLink (low)

    • Add Gauge (low)

    • Edit Gauge info (low)

    • Delete Gauge (low)

  • Automatic Attachments (Admin Training Video)

    • What are automatic attachments used for (e.g., term & conditions) (medium)

    • Add Attachment

      • Cover page attachments (add to beginning) (low)

      • Add to end (low)

    • Remove Attachment

  • Email Profiles (Adding Multiple Email Addresses to Customer Information Video)

    • Add Profile (low)

    • Edit Profile (low)

    • Delete Profile (low)

    • Assembly profiles vs Custom Report email profiles

  • Service Brands

    • What are service brands (low)

    • Add Service Brand (low)

    • Edit Service Brand (low)

    • Delete Service Brand (low)

  • Custom Reports

    • Add Custom Report

    • Edit Custom Report

    • Copy Custom Report

    • Delete Custom Report

  • Custom Forms

    • Add Custom Form

    • Edit Custom Form

    • Transfer Custom Form

    • Copy Custom Form

    • Delete Custom Form

  • Managed Companies
    This is a feature used heavily on the backflow tracking implementations. It is not currently enabled on the test account. This workflow should perhaps be documented separately to avoid confusion with our Fire & Life Safety users. However, it will be getting used for the conglomerate to manage their external vendors within their National Service Group account.

INSPECTOR

FAQ Inspector

  • Create one file per FAQ

  • Create links to FAQs for user accessibility

    • Users

    • FLS Support

User Manual Inspector

  • Inspector Main Page

    • Find Locations (low)

    • Add New Location (low)(Adding a New Location (for inspectors))

    • Clear Locations (reset Offline Locations list) (low)

    • Download Location Summary (low)

    • Send Updates to Company (Completed forms for Review/Submit by admin) (low)

    • Delete Incomplete forms (low)

    • Delete Completed forms (low)

  • Location Summary

    • Edit Location (low)

    • Edit Contact (low)

    • Edit/Add Assemblies

      • Edit Assembly (low)

      • Add Assembly (medium)

  • Assemblies/Forms

    • Edit Form (not sure what this is)

    • Add Attachment (medium)

    • Add Gauge ? (low)

    • Add License info (low)

  • Outstanding Deficiencies

    • View Outstanding Deficiencies (Impairment, Critical, Non-Critical)

  • History

    • Get Merged Reports (medium)

    • Delete Merged Reports (low)

    • Get Custom Reports (medium)

    • Update Custom Reports

    • Get Individual Reports (low)

    • View Previous Individual Reports (low)

    • Update Individual Reports - (medium)

    • Include Removed Assemblies (low)

  • Define Zone Maps--(WE NEED DOCUMENTATION FOR THIS)

    • Create Zone Map for an Assembly

      • Upload Image for Zone

      • Position Devices for Zone

  • Create Merged Report

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