Activity Types – Unpaid Time If you need to you can set Activity Types to be flagged as unpaid time. This obviously has implications in the Timesheet program. To do this go to Config > Job > Activity Types on the menu and locate the Type you wish to set, […]
Where Can I use Activity Types?
Where Can I use Activity Types? Activities allow you to account for every minute of an Engineer’s day. They essentially represent time they spend NOT on Jobs. For example, Workshop Duties, Doctors Appointments and so on. There are 3 main areas of the system where Activities can be created to […]
Error – Period Not Found
Period Not Found Protean operates in time periods in the same way as any accounting system. As such, if you ever come across the message that reads: “Period not found for DD/MM/YYY” This is because the financial period for the transaction you are creating e.g. a Job visit, does not […]
Equipment Pop-Up Notes
Equipment Pop-Up Notes Pop-Up Notes can be set up against Equipment records so that they appear at appropriate times when they appear/are used in the system. You may wish to use this for example to specify to users across the system the exact location of a piece of equipment. To […]
How do I Attach files to a Sales Order?
How do I Attach files to a Sales Order? It is possible to attach files to a Sales Order. To do this, go to: Sales Click into the order that you wish to add the attachments to On the Other Details tab you should see an ‘Attached Documents’ field in […]
Creating a New Service Type
Creating a new Service Type Each Service Type set in the system specifies a different type of service to be carried out against a piece of equipment. To add and create a new Service Type in the system go to: Congig > Contracts > Service Types • On the resulting […]
Adding Public Holidays
How do I add a Public Holiday? Public Holidays can be added into the system for Protean to acknowledge a given calendar day as a non-work day. This helps with users like the Engineers who may otherwise have been required to fill in Timesheets or activities to acknowledge the holiday […]
Engineer Plannerboard Setup
Engineer Plannerboard Setup How do I customise the text that appears on the visits in the Plannerboard? To amend the text that appears on the visit within the planner board, you will need to go to Config ➔ Job ➔ Engineer Plannerboard Setup Within here, you can amend the text […]