Users Logged On To see what users are logged onto Protean and from what machines go to System ➔ Security ➔ Users Logged On This will then show all the users currently logged into Protean and from what device and at what time they initially logged in. At the bottom […]
Setting Up VAT Rates
Setting up VAT Rates To setup a new rate you need to go to System ➔ Accounts ➔ VAT Rates Within here at the bottom left you will see all of the current VAT rate combinations you have setup in the system. Along the top you will see the three […]
Currency Maintenance
Currency Maintenance How do I add a new currency? Go to System ➔ Accounts ➔ Currency This will give you a list of all the current currencies that are available To create a new currency, enter the currency name in the empty field along with the code, sign and the […]
Data Integrity Checker
How can I check the state of my data? Ensure that all users have logged out of Protean and that you have no forms open within Protean. Then go to File➔ Data integrity checker By default, the record link checker is selected to run as well as the data integrity […]
Setting up Nominal accounts and Nominal Links
Setting up Nominal accounts and Nominal Links Firstly, you will need to create your nominal account within Protean before it can be used in the system. To do this you will need to go to System ➔ Nominals ➔ Nominal Accounts Within here you will see your list of nominal […]
The Stock Search Screen
How do I use the Stock Search screen? To get to the stock search screen, click on Stock The Stock Search screen allows you to find the stock part you are looking for when you know very little information about it. The search facility allows you to search on a […]
Off Hiring Equipment
How to Off-Hire Equipment On Hire Contract Go to Home ➔ Hire Open the Hire contract you wish to off hire equipment from. Along the bottom you then need to click the ‘Collect’ button. Within here you will see the available equipment to Off Hire, if you then click the […]
Fault, Causes and Actions
Why should I set up this list for Jobs? By setting up the list of Faults, Causes and Actions and then allocating them to Jobs you will be able to analyse the Job data for common trends. For example, at the end of the year you can run reports that […]
Site Routes
What are site routes? A Site Route allows you to assign one engineer to a group of customers or sites. The Site Routes module of the system is useful if an engineer attends the same customers when visits are required for either breakdowns or services.Having a Site Route is useful […]
Equipment Transport Notes
How do I create a Transport Note? Go to Arrow below Equipment button ➔ Create Equipment transport note Once on here you will need to select the Site from and the Site you wish to transport the equipment to. At the bottom left corner you need to then search for […]