Difference between revisions of "Presage/User Guide"
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==[[Presage/User_Guide/Data_Management_Screen|Data Management Screen]]== | ==[[Presage/User_Guide/Data_Management_Screen|Data Management Screen]]== | ||
*[[Presage/User_Guide/Data_Management_Screen#Data_Import_Tab|Data Import Tab]] | *[[Presage/User_Guide/Data_Management_Screen#Data_Import_Tab|Data Import Tab]] | ||
==[[Presage/User_Guide/Document_Management_Screen|Document Management Screen]]== | |||
*[[Presage/User_Guide/Document_Management_Screen#Main_Summary|Main Summary]] | |||
*[[Presage/User_Guide/Document_Management_Screen#Viewing_on_the_phone|Viewing on the phone]] | |||
*[[Presage/User_Guide/Document_Management_Screen#Uploading_a_Word_Document|Uploading a word document]] | |||
==[[Presage/User_Guide/Investigation_Screen|Investigation Screen]]== | ==[[Presage/User_Guide/Investigation_Screen|Investigation Screen]]== | ||
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*[[Presage/User_Guide/Product_Management_Screen#Products/Ingredients_Tab|Products/Ingredients Tab]] | *[[Presage/User_Guide/Product_Management_Screen#Products/Ingredients_Tab|Products/Ingredients Tab]] | ||
*[[Presage/User_Guide/Product_Management_Screen#Products/Ingredients_Tab|Suppliers Tab]] | |||
*[[Presage/User_Guide/Product_Management_Screen#Products/Ingredients_Tab|Recipes Tab]] | |||
| Line 118: | Line 128: | ||
*[[Presage/User_Guide/Work_Orders_Screen#Edit_Work_Order_Tab|Edit Work Order Tab]] | *[[Presage/User_Guide/Work_Orders_Screen#Edit_Work_Order_Tab|Edit Work Order Tab]] | ||
*[[Presage/User_Guide/Work_Orders_Screen#Sample_Schedule|Sample Schedule Tab]] | *[[Presage/User_Guide/Work_Orders_Screen#Sample_Schedule|Sample Schedule Tab]] | ||
*[[Presage/User_Guide/Work_Orders_Screen#Automatic_WOs|Automatic Work Orders]] | |||
How to: | How to: | ||
Latest revision as of 08:00, 24 June 2020
QuickStart
- QuickStart Logging In
- QuickStart Main Menu
- QuickStart Creating a Work Order
- QuickStart Entering Analysis Results
Home Screen/Main Menu
How to:
- How to apply updates.
- My update finished with errors. What do I do?
- How to change the date range (reduce clutter) in the work order queue.
- Recently created work order is not showing in the Home Screen queue.
Analysis Management Screen
How to:
- How to set up a sample.
- An analysis disappeared from Analyses screen, and I did not delete it.
- How to set up a threshold.
- How to make thresholds plant-specific for global analyses.
- How to set up a schedule.
- How to set up a severity/proximity/zone matrix.
- Not able to mark a threshold as 'Global'.
Configuration Screen
- Configuration Directory Tab
- Connectivity Tab
- Plants Tab
- Groups Tab
- Users Tab
- Printers Tab
- Settings Tab
- Locations Tab
- Key Shortcuts Tab
- Work Order Types Tab
How to:
- How to add a plant.
- How to delete a plant.
- How to add a user.
- How to delete a user.
- How to change a user password.
- How to create groups.
- How to set permissions to groups.
- How to set permission for each user.
- How to assign users to groups.
- User's user permission is different from his/her group permission.
- How to assign users to plants.
- How to configure printer settings.
- How to add locations.
- How to rearrange locations.
- How to delete locations.
- How to edit locations.
- Why aren't my locations listed in the Location drop-down list in the Work Order screen?
- Why aren't all my testable locations not showing in the Location drop-down list in the Work Order screen?
Data Management Screen
Document Management Screen
Investigation Screen
How to:
Locations Screen
How to:
- How to add locations.
- How to rearrange locations.
- How to delete locations.
- How to edit locations.
- How to create a plant map.
- Why aren't my locations listed in the Location drop-down list in the Work Order screen?
- Why aren't all my testable locations not showing in the Location drop-down list in the Work Order screen?
Product Management Screen
How to:
- How to add a product.
- How to delete a product.
- How to inactivate a product.
- How to assign a product to a plant.
- How to attach an image to a product.
Report Viewer Screen
How to:
Sampling Screen
How to:
- How to view/graph historical data.
- Why isn't an analysis option showing up on my Sampling Graph?
- How to view sample acceptability status over the plant map.
- How to narrow down history search using option filters.
- Part of data not being sent to plant map.
- Part of data not exported to the .csv file.
Work Orders Screen
How to:
- How to create a work order.
- How to hide unnecessary columns from the work order screen.
- How to open a closed work order.
- How to edit a closed sample.
- How to invalidate a sample.
- How to print labels.
- Why aren't my locations listed in the Location drop-down list in the Work Order screen?
- Why aren't all my testable locations not showing in the Location drop-down list in the Work Order screen?
- If I add a sample to a work order manually, will it affect the status of the same sample that's in the schedule?
- How to send samples from the Sample Schedule to the work order.
- How to reorder columns in the work order screen.
- How to change ordering of analysis options in the work order screen.
ITrackLX Mobile App
- How to insert the iPod in the Linea Pro scanner.
- Install the ITrack Mobile App on the iPod.
- Perform Sample
- Incubate Sample
- Record Analysis
- Work Order
- Manage Work Order
How to:
- How to pull up a sample on the scanner without scanning a barcode.
- How to add images to a sample on the scanner.
- How to create a work order on the scanner.
- How to add a sample to an existing work order.
- What do the result status colors mean on the scanner?
- The laser is not working on the Linea Pro.
- How to turn on the auto-investigation creation feature.
HOW TO:
WORK ORDER
- How to create a work order.
- How to hide unnecessary columns from the work order screen.
- How to open a closed work order.
- How to edit a closed sample.
- How to invalidate a sample.
- How to print labels.
- If I add a sample to a work order manually, will it affect the status of the same sample that's in the schedule?
- How to send samples from the Sample Schedule to the work order.
- How to reorder columns in the work order screen.
- How to change ordering of analysis options in the work order screen.
- How to change time or datetime fields to military format.
ANALYSIS
- How to set up a sample.
- An analysis disappeared from Analyses screen, and I did not delete it.
- How to set up a threshold.
- How to make thresholds plant-specific for global analyses.
- How to set up a schedule.
- How to set up a severity/proximity/zone matrix.
- Not able to mark a threshold as 'Global'.
CONFIGURATION
- How to add a plant.
- How to delete a plant.
- How to add a user.
- How to delete a user.
- How to change a user password.
- How to create groups.
- How to set permissions to groups.
- How to set permission for each user.
- How to assign users to groups.
- User's user permission is different from his/her group permission.
- How to assign users to plants.
- How to configure printer settings.
REPORT
LOCATIONS
- How to add locations.
- How to rearrange locations.
- How to delete locations.
- How to edit locations.
- How to create a plant map.
- Why aren't my locations listed in the Location drop-down list in the Work Order screen?
- Why aren't all my testable locations not showing in the Location drop-down list in the Work Order screen?
PRODUCT
- How to add a product.
- How to delete a product.
- How to inactivate a product.
- How to assign a product to a plant.
- How to attach an image to a product.
HOME
- How to change the date range (reduce clutter) in the work order queue.
- Recently created work order is not showing in the Home Screen queue.
MISC.
- How to apply updates.
- My update finished with errors. What do I do?
- How to fix overlapping in Presage screens.
SAMPLING HISTORY
- How to view/graph historical data.
- Why isn't an analysis option showing up on my Sampling Graph?
- How to view sample acceptability status over the plant map.
- How to narrow down history search using option filters.
- Part of data not being sent to plant map.
- Part of data not exported to the .csv file.
SCANNER
- How to pull up a sample on the scanner without scanning a barcode.
- How to add image to a sample on the scanner.
- How to create a work order on the scanner.
- How to add a sample to an existing work order.
- What do the result status colors mean on the scanner?
- The laser is not working on the Linea Pro.
- How to turn on the auto-investigation creation feature.
