Knowledge Base

• Training Mailing List
• Webinar – Purchase Invoice Matching Process
• Webinar – Using Advanced Filters in the Global Enquiry Screen
• Webinar – Cross Hire Process
• Webinar – New Protean Intelligence

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• Mobile Sales App User Guide

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• Quick Start Videos
• Quick Start Video 1: Creating a New Job
• Quick Start Video 2: Assigning a Job to an Engineer Using the Plannerboard
• Quick Start Video 3: Assigning a Job to an Engineer Using Add Visit
• Quick Start Video 4: Engineer Mobile – Accepting, Travelling, and Arriving at a Job

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• Job Management User Guide
• Maintenance Module User Guide
• Parts/Stock Management User Guide
• Hire Module User Guide
• CRM Module User Guide

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• Allocate jobs using the Plannerboard
• Job Type Missing
• Job Management User Guide
• Editing Labour Charges
• Further Work Required

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• Engineer Plannerboard Setup
• Webinar: Engineer Plannerboard and Mobile Device
• How do I Set Up the Plannerboard?
• Engineer is Unavailable for the Working Time Specified
• Where Can I use Activity Types?

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• Submitting Engineer Timesheets
• Adding Photos to Jobs
• Engineer Purchase
• How Do I Create A New Misc Type?
• Webinar: Engineer Plannerboard and Mobile Device

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• Job Type Missing
• Changing the Protean Wallpaper Video
• Changing a User Password Video
• Creating a New Protean User Video
• Engineer Job Allocation Video

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• Parts/Stock Management User Guide
• Price Uplifts
• Stock Reordering
• Stock Supersessions & Equivalences
• Setting Up Price Lists For Parts Discounts

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• Apportioning Carriage on Receipts
• Returning Goods Back to a Supplier
• How Do I Create A New Misc Type?
• Partially receiving a Purchase Order
• How to Book In Goods Without a Purchase Order

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• Sage 50 CIS Subcontractors
• Supplier Discounts
• Creating a Supplier Account
• Adding New Suppliers
• Suppliers: Purchase Order Email Addresses

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• How To Set Up A Recipient Group
• Users Logged On
• Licence Manager
• Setting Purchase Order limits for Employees
• Where Can I use Activity Types?

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• How Do I Set Up A New Security Role?
• Setting Purchase Order limits for Employees
• Employee Departments
• Message Recipients
• How do I control a users’ Purchasing Limits?

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• How do I create a Credit Note for a Parts Sale?
• How do I create a Credit Note for a Miscellaneous Sale?
• How do I create a Credit Note for a Maintenance Contract?
• How do I create a Credit Note for a Job?
• How do I create a Credit Note for a Hire Contract?

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• Scheduler
• Scheduler Tasks
• How to Restart the Scheduler
• Scheduler Preset Alerts
• Webinar: Protean Scheduler

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• Raising a Credit Note
• Requesting a Bespoke Report
• Changing the Protean Wallpaper Video
• Changing a User Password Video
• Creating a New Protean User Video

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• CRM Module User Guide
• Linking site to a different customer
• Customer Lists
• Managing Agents
• Creating a Customer Account

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• Invoicing Multiple Hire Contracts
• Currency Maintenance
• Entering Special Banner Text Onto Sales Invoices
• Invoice Grouping
• Invoice Cycle

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• Copying Equipment
• Makes & Models, and Categories, Types & Subtypes
• Equipment Attributes
• Equipment Trade-In
• Equipment Quotations User Guide

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• Maintenance Module User Guide
• Automating the Update Service Jobs routine
• Maintenance: Configuring & using service groups
• Maintenance Contract Uplifts
• Webinar: Multi-Equipment and Maintenance Service Groups

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• Webinar: Hire Module Overview
• Hire Module User Guide
• Fixed Price Hire Contracts
• How do I set up Equipment for Hire?
• Off Hiring Equipment

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• CRM Module User Guide
• Partially despatching a Sales Order
• Webinar: Equipment Quotations
• How Do I Create A List of Reasons For Performing A Cancellation?
• How Do I Create A New Misc Type?

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• Webinar: Nominal Links and Month End
• Currency Maintenance
• Setting Up VAT Rates
• Setting up Nominal accounts and Nominal Links
• How To Run Batch Update?

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• CRM Module User Guide
• Setting pop-up reminders for yourself or another user
• Adding a New Contact on a Task
• Following up tasks
• Webinar: Sales Mobile Application

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• Webinar: Google Maps & Engineer Route Planning
• Webinar: Staged Payments & Interim Invoicing
• Webinar: Inspection Templates
• Webinar: Multi-Equipment and Maintenance Service Groups
• Webinar: Equipment Quotations

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• Webinar: Nominal Links and Month End
• User References
• Data Integrity Checker
• Setting up Nominal accounts and Nominal Links
• How Do I Add A Stock Type?

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• How Do I Use the Data Import Wizard
• Webinar: Data Import Templates
• Data Import Template – Customers & Sites (Protean 7.4)
• Data Import Template – Parts Stock Records
• Data Import Template – Parts Stock Levels

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• Protean Customer Web Interface
• Webinar: Feature Release 6 (FR6) – Equipment Out of Action (OOA)
• Webinar – Customer Web Interface
• Enhanced Password Security Options

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• Access Rights & Reports
• Webinar – New Protean Intelligence
• Applying EORI Numbers to your Protean Reports
• Archiving Sales Invoices

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• Maintenance Release 2.1
• Maintenance Release 3 (inc Feature Release 1)
• Maintenance Release 4
• Feature Release 2
• Maintenance Release 6

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• How Do I Set Up A New Security Role?
• Webinar: Employee Setup and Security Access Rights
• Access Rights – Jobs Require Authorisation
• Access Rights & Reports
• Access Rights & Security Roles User Guide

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• Why Can’t I Uncomplete/Amend a Completed Inspection?
• Unable to Complete a Job because of Maintenance Contract Dates
• Engineer is Unavailable for the Working Time Specified
• Unable to Complete Job because of Unprocessed Misc Items
• Can I Make Amendments to an Invoice Marked Job?

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• Fair Processing Notice
• GDPR Compliance Statement

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• GDPR ToolKit
• Anonymising Closed Customer Records
• Anonymising Closed Supplier Records
• Anonymising Contact Records
• Anonymising Ex-Employee Records

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