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TISCOR Inspection Manager FLX, Basic User'S Manual

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TISCOR Inspection Manager FLX Basic User'S Manual Download Page 58

58

Custom Report Wizard

The 

Custom Report Wizard

 guides you through creating a first time custom report. The

directions are as follows:

Step 1.

Select 

Reports

 > 

Custom Report Wizard

Step 2.

 

Click 

New Report

Step 3.

  

Click the table that you want to use for your report information; click 

Next

Step 4.

  

Enter a 

Title

 for your report; click 

OK

Step 5.

 

In the 

Seagate Crystal Report Wizard

 dialog box, select the 

Table

Fields

 that you want to include in your report. Use the horizontal arrow

buttons to add or remove the fields to the report, or the vertical arrow
buttons to change their display order.

Step 6.

Click 

Next

Step 7.

 

Select 

Groups

 for your information (optional); click 

Next

Step 8.

 

Add 

Sub-Sets

 to the report (optional); click 

Next

Step 9.

 

Select a 

Format

 

Style

Step 10.

  Select a 

Destination Path

. Click 

Finish 

and the report will preview.

Custom Report Designer

This advanced feature allows you customize the program’

s reporting capability.  The 

Custom

Report Designer

 allows you to create, run, store and manipulate custom reports. This option

allows you to better customize 

Inspection Manager FLX

 to meet your organization’

s specific

needs.

Custom Reports

 uses 

Seagate’

s Custom Report Wizard

 that will prompt through the

customization process.

Tutorial

To create a 

Custom Report

:

Step 1. 

Open 

Reports

 >

 Custom Report Designer

Step 2. 

Click the 

Add

 button

Step 3.

Select either 

Create from Existing Report

 or 

Start from Scratch

Step 4.

The 

Custom Reports

 window will display a list of available 

Tables

 or

Parent Reports

, from which you can create your report. Select a

 Parent

Report 

and customize the

 New Report Name

.

Step 5.

In the 

Report Designer

 view, you can 

Add

 and 

Remove

 

Data Fields

 to

create your report

Step 6.

You can preview your report at any time. Click 

Save

 to save the report or

Cancel

 to discard changes.

Summary of Contents for Inspection Manager FLX

Page 1: ...Inspection Manager FLX Basic User s Guide ...

Page 2: ...tity of such changes The distribution and sales of this product are intended for the use of the original purchaser only and for use only on the computer system specified This document may not in whole or part be copied photocopied reproduced translated or reduced to any electronic medium or machine readable form without the prior written consent of TISCOR TISCOR is a trademark of TISCOR U S and fo...

Page 3: ...rational This training is frequently requested during periods of employee turnover when a manager does not have sufficient time to train staff members or when more in depth training is desired for new employees WebDemo or NetMeeting Training Clients with an Internet connection and Internet Explorer 5 0 or higher may participate in training sessions with TISCOR project managers Implementation Servi...

Page 4: ...tration with Access 14 Database Installation with Oracle 15 Database Registration with SQL 16 Registering Inspection Manager FLX 17 Network Licensing License Increment 17 Palm Inspection Manager FLX Installation 18 Palm Registration 19 System Setup 20 Menu Overview 20 Toolbar Overview 21 Tables Overview 22 Editing Overview 22 Setup 25 System Configuration 25 General Tab 25 Priorities Tab 26 User D...

Page 5: ... Tasks 53 Send these Files when Sync 53 Reports Overview 54 Report Toolbar 54 Report Selection Criteria 54 Date and Time Selection 54 Store Recall 55 Log All New Inspections 55 History Report 57 Inspection Report 57 Violation Report 57 Custom Report Wizard 58 Custom Report Designer 58 List Reports 59 Advanced Features and Tools 60 Archiving Deleting History 60 View Archived History 60 Data Transfe...

Page 6: ...6 Violation Type 68 Closing Violations 68 Task Type 68 Options 69 Menu Button 69 List Button 69 Palm Sync 70 Sync Speed 71 Sorting Searching and Finding 71 Palm Tips 72 Graffiti 72 ...

Page 7: ...FLX electronically transfers data to your PC stores it and allows you to retrieve it easily for reports and analysis you will no longer need to manually transcribe log sheet data into a database Increase Accuracy Transcription errors are eliminated withInspection Manager FLX because data is entered electronically into a Palm while out in the field Track Violations Your organization can track code ...

Page 8: ... other information related to the contact Questions Questions is a term used in the program to describe inquiries that the program asks users at specific inspection checkpoints The questions prompt the user to perform steps or tasks for a particular inspection Question Set Question Set or Qset is the grouping of questions Question Sets may be assigned to inspections to guide inspectors through the...

Page 9: ... 500Mhz or above 128MB RAM 16MB video card Windows 9x or XP Windows NT 4 0 2000 Workstation 200MB free space on the hard disk Network Workstation Pentium 500Mhz or above 128MB RAM 16MB video card Windows 9X or XP or WindowsNT 4 0 2000 Workstation 200MB free space on the hard disk Network Server Pentium 500Mhz or above 256MB RAM 200MB free space on the hard disk Windows NT Server 4 0 2000 XP Server...

Page 10: ...9 9 pin or a 9 25 pin serial cable depending on your PC s communications port b Plug the AC adapter into the charger interface or cradle c Plug the AC adapter into a wall outlet d Place the Palm in the charger interface or cradle Step 4 Turn on the Palm s power switch and follow the on screen instructions to align the touch screen with the stylus and set the date and time Repeat steps 1 through 4 ...

Page 11: ...ion and there is no check next to the Local USB or Modem option The Menu display will vary depending on yourHotSync version Step 10 Exit HotSync when you finish with allPalms a To exit HotSync find the HotSync icon on the Windows system tray b Right click on the HotSync icon c Choose Exit from the Menu You must exit HotSync so that when the program starts again it will be able to communicate with ...

Page 12: ...am SIEP SIEP will install a background program for exportingInspection Manager FLX data to a third party program If you choose not to installSIEP during the initial setup you can install SIEP at a later time from Start Programs Inspection Manager FLX SIEP Installer See Advanced Features and Toolssection for more information NOTE The installation program selects the default directory C Program File...

Page 13: ...ver installation Step 3 Double click on theClient directory Step 4 Double click onSetup exe Step 5 Follow the screen prompts to complete the installation ofInspection Manager FLX Remember to install Palm Desktop at each workstation that willSync with the Palm before installing Inspection Manager FLX When installing the program you have the option of installing the Scheduled Import Export Program S...

Page 14: ...ister and Attachto your Database To Register and Attach to your newly installedDatabase Step 1 In Inspection Manager FLX open File Database Registry Step 2 To add a new database to the registry click theAdd button plus sign in the lower left corner Step 3 Click Browse Step 4 Click Browse again to open yourInspection Manager FLXdirectory Step 5 Browse to the location of your database and highlight ...

Page 15: ...ick Add in the ODBC Data Source Administratorwindow Step 4 Select Microsoft ODBC for Oracle the Microsoft ODBC for Oracle window displays Step 5 Enter Data Source Name enter any name Step 6 Enter Description optional entry Step 7 Enter User Name enter user_name created inORACLE Step 8 Enter Server enter Server Name created in earlier steps Step 9 Click OK Step 10 Click OK to exit ODBC Manager and ...

Page 16: ...nstall the appropriate SQL Client for your operating system and server at each workstation Step 3 In the ODBC Data Source Administratorwindow enter a Name for Data Source example imfsqlserver2000 Step 4 Enter Description optional example imfsqlserver2000 Step 5 Enter Server example webmaster Step 6 Click Next in the Create a New Data Source to SQL Serverwindow Step 7 Click Next to confirm settings...

Page 17: ... your software contact TISCOR Technical Support at 1 800 553 1234 and a representative will assist you NOTE Once your 30 days has expired you will not be allowed to log into Inspection Manager FLX until you have registered the program Network Licensing License Increment After installing Inspection Manager FLXyou must specifically license it for multi user access To license the software for multi u...

Page 18: ...ough 4 Step 6 Exit HotSync when you have finished with all thePalms Step 7 On the PC right click on theHotSync icon in the system tray Make sure that a check is next to the Local Serial option and that there is no check next to the Local USB option Step 8 Exit HotSync when you finish with allPalms a To exit HotSync find the HotSync icon on the Windows system tray b Right click on the HotSync icon ...

Page 19: ...on To Register your Palm contact TISCOR Technical Support at 1 800 553 1234 and a technician will assist you Deleting a Device Registration You can Delete a Devicefrom your Registry You might want to delete a device if it is inoperable or if a serial number was entered incorrectly To Delete a Device Step 1 Select Setup Register Device Step 2 Highlight the Palm you want to delete from theDevice Lis...

Page 20: ... install the Palm application Sync send and receive data to from the Palm and access the Inspector Device Assignment Table assign inspections and tasks to an inspector or team Reports ALT R Use the Reports menu to log new data print a variety of standard reports or create custom reports Tools ALT T Use the Tools menu to archive and delete history recover unprocessed data transfer data and compact ...

Page 21: ... Inspector Contact Building Tenant Regulation Regulation Set Question Question Set Task Description Task To Do Team Violation Help The Regulation Set Tableonly appears if you have marked theRegulation Set Checkboxin System Configuration Setup System Configuration NOTE As you rest your mouse pointer over a table s icon a tip text describing the button s function appears on the line below the toolba...

Page 22: ...ing activities take place in this panel Once you are in the Edit Panel you cannot exit until you complete your action by either clicking OK to save your data orCancel to cancel any updates If you clickOK to save your data the updated Record immediately appears in theGrid NOTE You will notice that some fields within tables are light blue This color indicates a required field Editing Overview These ...

Page 23: ...re to locate that Record quickly and easily You can Find a Record three ways Click the Find button on the lower left hand corner of the window Click the Edit Menu Find Hold down the CTRL key and press the letterF Each of these methods will enter theRecord into Find mode at which point you can enter any combination of information you feel is necessary for Finding the Record you seek If there are mu...

Page 24: ...en you want toCopy all the Sub records from one Record to another This can be a very useful and timesaving step eliminating extra data entry For example there might be times when oneQuestion Set contains many of the sameQuestions as another Set In these cases you canImport all Questions from one Set to another You can Import a Set of Records three ways Click the Import button on the lower left han...

Page 25: ...he information entered into this field will appear in the heading ofReports Database Description The Database Descriptionfield allows you to enter or change the Description of the database you are currently attached to What you enter here will appear in the description section of the Database Registry Report Summary The value entered into theReport Summarywill display at the end of every report Th...

Page 26: ...xt scheduled inspection date in theTask To Do Table Enable Device Password If you enable the Device Password you can create a password in the Inspector Table that will be necessary to use the Palm Priorities Tab There are five possiblePriorities that you may assign toRegulations Priorities are assigned to Regulations and Questions then carried down toViolations Priority is a required Field and the...

Page 27: ...rts and on thePalm To change a Field Name click on the Field you wish to change then enter the new terminology Field Names are limited to ten characters maximum The following Tables and Fields can be defined by the user Send to Device A Send to Device checkmark will transfer theUser Defined Field Name to the Palm If an inspector will need to see or access theUser Defined information then mark the ...

Page 28: ...ult Table Names and User Defined Fields UDFs click theRestore Default button NOTE At this point you should take a little time to review Inspection Manager FLX Take a few minutes to look at each of the tables and decide how best to configure each one to meet your needs Here are few questions you should ask yourself Does the standard Inspection Manager FLX terminology meet my needs If the answer is ...

Page 29: ...er IDs and Passwords you regulate access toInspection Manager FLXand to the functions the user can perform The Reset Password button allows you to change a user s Password NOTE New users are automatically granted access to all functions in the system until you modify their Rights A User s Rights are broken up into five sections File The File option controls theUser s access to View and Modify data...

Page 30: ...d For example you may decide that all User IDs will be employees initials Tutorial To add a User Step 1 Open Setup User ID Password Step 2 Add a New User Record Step 3 Enter a User ID Step 4 Enter a Password Step 5 Select the files the User will need to access Step 6 Select the Reports Tools System Setup and Palm features the User will need to access Step 7 Select OK to save Step 8 Log in as this ...

Page 31: ... groupings such as Shifts Regions Skill Levels and or Inspection Groups see Task To Do table The Team Code field is ten characters Teams can be applied to the Inspector Table Inspector Device Assignment Tableand Task To Do Table You can also use theSub Add feature to Add teams directly into theInspector Table Tutorial To add a Team Step 1 Open File Team Step 2 Add a new Team record Step 3 Enter a ...

Page 32: ... Team Team Code Inactive Status Inactive Checkbox If an inspector leaves your organization but has data associated with his or her Inspections you will not want to delete the person from the database Instead you can mark theInspector as Inactive Inactive Inspectors cannot be selected from pick lists or sent to thePalm and their data is marked as Inactive Reset Password The Reset Passwordfeature al...

Page 33: ...spector s Name Step 5 Enter any other information that is pertinent to thisInspector such as the Date of Employment Contact Information Schedule and Team Step 6 Select OK to save NOTE To make it easier to reference Inspectors be consistent when entering Names For example you may decide to always enter a last Name first followed by a first Name ...

Page 34: ...an be used for an account code lease number or any other identifying traits Active Checkbox The default for contacts isActive There are four tabs in theContact Table General Contacts Links and Notes Tutorial To add a Contact Step 1 Open File Contact Step 2 Add a new Contact record Step 3 Enter the Contact Reference ID Step 4 Enter the Contact Name Step 5 Enter or select a Contact type Step 6 Enter...

Page 35: ...tion provides a way to identify your organization s Tenant inspection areas and types i button This button provides an internal reference link to detailed Building or Contact information Clicking theInformation Button will open the Building or Contact Table ID This field lets you enter a code used to referenceTenants a required field Description This option is designated for a company name or esta...

Page 36: ...ons allow you to Add a scheduled inspectionTask delete a Task or Edit an existing Task Tasks can be added both here and in the Task To Do Table Violation Tab The Violation Tab stores the regulatory violation history for aTenant including the date and time that the violation was created The tab fields will be blank until data is collected on the Palm during an inspection Notes Tab The Notes Tab con...

Page 37: ...ng or Add a New Building Step 7 Enter any other information you will need for theTenant such as User Defined Fields UDFs or an estimated time to complete the inspection Step 8 Click OK to save NOTE To enter a Tenant with similar information click the Copy button Clicking Copy will create a duplicate Tenant with a blank ID field From here you can edit any information in the new record that might be...

Page 38: ... tabs in theBuilding Table General User Defined Tenant and Notes The Building Table Grid displays the following ID Description Contact 1 Contact 2 UDF 1 and UDF 2 General Tab The General Tab displays the Building ID a required field the Building Description a required field User Defined Fields and Contact Information User Defined Tab The User Defined Tab displays up to 20 additionalUser Defined Fi...

Page 39: ...able This function only Deletes the Tenant from the selected Building Notes Tab The Notes Tab stores your Building Notesand are visible on the Palm Tutorial To add a Building Step 1 Open File Building Step 2 Add a New Building Record Step 3 Enter the Building s ID Step 4 Enter the Building s Description Step 5 Assign the Building s Tenants Step 6 Enter any other information you will need for thisB...

Page 40: ... Grid displays the Question ID Type Violation Y or N Estimated Time and one UDF Priority The Priority is the status assigned to aViolation generated by a failed Question Est Time Estimated Time is the time allotted to answer thisQuestion Violation Checkbox A Question that is designated to Generate Violation will automatically create a Violation if the response fails i e has anAbn response A Violat...

Page 41: ...or a warning message to appear Violation Checkbox A Question that is designated to Generate Violation will automatically create a Violation if the response fails has anAbn response A Violation will not be generated if one has already been created for the specified issue at the specified location Tutorial To create a Multiple Choice Question Step 1 Open File Question Step 2 Add a new Question recor...

Page 42: ... Unit and Estimated Time if appropriate Step 8 Enter any other Question specific information Step 9 Click OK to save Text The Text Question Type allows for a flexible response but it cannot trigger aViolation or Warning message The inspector responds by manually entering the text on the Palm Tutorial To create a Text Question Step 1 Open File Question Step 2 Add a new Question record Step 3 Enter ...

Page 43: ...elect Bar Code for the Question Type Step 5 Enter any other Question specific information Step 6 Click OK to save Palm Picklist The Palm Picklist Question Type allows for unlimited choices that the inspector selects from a pre defined list ThisQuestion Type cannot trigger a Violation or Warning message Tutorial To create a Palm Picklist Question Step 1 Open File Question Step 2 Add a new Question ...

Page 44: ...as an existing Question Setyou can import Questions by clicking the Import button or the Import Questions Checkbox Tutorial To create a Question Set Step 1 Open File Question Set Step 2 Highlight the grid on the left titledQuestion Set Step 3 Add a new Question Setrecord Step 4 Assign a Name to the set Step 5 Highlight the grid on the right titledQuestion Step 6 Add a new Question record Step 7 Se...

Page 45: ...eral Regulation Description a required field Type Enter a Regulation Category such as OSHA NFPA or UBC Priority Enter the Priority If the Violation Checkboxis marked you can change the Priority of the Violation a required field Question Set Enter a Question Setassociated with this Regulation Fine Enter a dollar value Fine for non compliance a numeric field Follow up Enter the number of days until ...

Page 46: ...Enter the Regulation Description Step 4 Designate if a Violation will be created Step 5 Enter any other Regulation specific information or relatedQuestion Sets Step 6 Click OK to save NOTE Use the Copy button to enter similar Regulations The duplicate record will have blank Number and Description fields ...

Page 47: ...ox is not marked in the System Configuration Tutorial To add a Regulation Set Step 1 Open File Regulation Set Step 2 Add a new Regulation Setrecord Step 3 Enter the Regulation Description Step 4 Click the right hand heading titledDescription Step 5 Select Regulation Description from drop down list or enter a new Regulation Step 6 Repeat steps 4 through 5 to addMultiple Regulationsto a Set Step 7 C...

Page 48: ...ou might conduct an inspection that includes tasks that would normally be completed during a monthly or weekly inspection The Cascading function will automatically update the tasks You do not need to perform the tasks separately Cascade a task by left clicking on the task in theUnused Task list and dragging the task to the Cascaded Task list Tutorial To add a Task Description Step 1 Select File Ta...

Page 49: ... to a Task Wildcard Add Bulk Inserts You can schedule oneTenant or a whole group ofTenants such as all Tenants in a specific Zone using the Wildcard Add feature When you add a schedule record enter a single asterisk in any tenant field SinceTenant and Task Description are mandatory fields you must enter a value either a wildcard or a drop down selection in those fields The wildcard can be used in ...

Page 50: ...etween the beginning and end of a particular month you can select the annual inspection to occur every 12 months On the first of the specific scheduled month the Task would be sent to thePalm as Due and could be completed anytime during the month If you would like to conduct an inspection once a year and the inspection should be completed exactly one year from the day you scheduled it not to be co...

Page 51: ... If a Question is marked to create a Violation then an Abnormal response to that question will generate one A Violation cannot be created on the PC it must be created by anAbnormal condition that is recorded during an inspection However you can delete aViolation and edit Violation Notes on the PC NOTE To print a report of Tenant Violations open the Violation Table and click the Printer icon ...

Page 52: ...Wise attempts to download her inspection tasks to herPalm and a PC user had deleted her Inspector Device Assignment the PC would not know which tasks to send to her and the system would generate an error In order to download the tasks the Inspector s Device Assignment record would need to be recreated The Grid displays Inspector ID Inspector Team Name Buildings Assigned On Date and Time and Last S...

Page 53: ...able or scheduled in the Tenant Table To Do Tab Send these Files When Sync After the initial Sync you may not wish to reload files each time unless you have had significant changes to the following lists Regulations Question Sets Tutorial To Assign inspections to anInspector or Team Step 1 Open Device Inspector Device Assignment Step 2 Add a new Assignment record Step 3 Select the Name of the Insp...

Page 54: ...uttons allow you to scroll forward and backward through the report Scrolls to the first page of the report Scrolls to the previous page of the report Scrolls to the next page of the report Scrolls the last page of the report Prints the report Exports the report to third party programs Report Selection Criteria Each report filter window consists of tabbed pages of categorized information the sortin...

Page 55: ...ck on the Store Recall Tab Step 3 Select the Report Definition namefrom the list box Step 4 Click Delete Log All New Inspections All inspection information is flagged asNew Inspection Datauntil explicitly logged This function is beneficial for producing reports on inspections that have just been completed To report on New InspectionsOnly click the checkbox in theReport Selection Criteriaarea label...

Page 56: ...pections Step 1 Select Reports Log All New Inspections Step 2 Click Yes NOTE Once you have logged new inspections you can still single out the data by selecting date and time ranges in the Report Selection Criteria area ...

Page 57: ...outside of the selected range If a portion of an Inspection occurs during the selected date time range but the Inspection start date time is outside of the range the Inspection is not included in the report Tutorial To run the Inspection Report Step 1 Open Reports Inspection Report Step 2 Enter any filtering or sorting criteria Step 3 Press the Create Report button to view a print preview of the r...

Page 58: ...sh and the report will preview Custom Report Designer This advanced feature allows you customize the program s reporting capability The Custom Report Designer allows you to create run store and manipulate custom reports This option allows you to better customizeInspection Manager FLXto meet your organization s specific needs Custom Reports uses Seagate s Custom Report Wizard that will prompt throu...

Page 59: ...ng Table Tenant List All Tenants Specific Tenants Tenant Violations Tenant Table Regulation List Regulation Table Regulation Set List Regulation Set with details Regulation Set Table Question List with Question Types Question Table Question Set List with or without individual questions Question Set Table Task List print individual tasks or all withCascaded Tasks Task Description Table Task To Do L...

Page 60: ...ep 4 Click the checkbox for archive only if you want to archive data for a particular customer Checking this box allows you to maintain data in your active database while giving users the freedom to print their own reports NOTE If you re using an Access Database make sure you use the colon and the backslashes in your pathing statement and that Inspection Manager FLX automatically assigns the file ...

Page 61: ...ogram by going to Start Programs Inspection Manager FLX SIEP Installer SIEP periodically checks Inspection Manager FLX for changes in the database and will export according to the schedule that you created The defaultSIEP Check Interval is fifteen minutes but the interval can be changed in the System Configuration Import Export Formats tab The Import Export Formats Tabcontains detailed information...

Page 62: ... Scheduled Import Export The Last Run Log contains the date and time of performed transfers Transfer Log Tab The Transfer Log Tab logs detailed information about all performed transfers Tutorial To Add an Import Export Format Step 1 Open Tools Data Transfer Step 2 Add a new Format record Step 3 Enter a Format Name Step 4 Select an Operation Type ...

Page 63: ...C enter the appropriate Table User Name and Password if applicable Step 11 Click OK to save Tutorial To Schedule an Import Export Format Step 1 Open Tools Data Transfer Step 2 Click the Scheduled Import Export Tab Step 3 Add a New Schedule record Step 4 Select the appropriate Format Name from the drop down list Step 5 Enter the Date and Time of the transfer Step 6 Enter Frequency if applicable Ste...

Page 64: ...ry It will reorganize the space in your database to maximize its performance Access this tool by the Main Menu Tools Repair and Compact Database Recover Unprocessed Data The Recover Unprocessed Datafeature is used to fix errors that might have occurred during data transmission from thePalm Please contact TISCOR Technical Support for assistance with this feature at 800 553 1234 ...

Page 65: ...e PC and created an Inspector Device Assignmentrecord The Inspector Device Assignmentrecord will determine what inspection information is downloaded to thePalm see Inspector Device Assignment Table section for more information NOTE In order to begin inspections the Inspection Manager FLX must be installed on the Palm and the Palm must also be registered in the PC program Using Inspection Manager F...

Page 66: ... to view Tenants within the selected Building or tap the Building Details Tab to verify building information From the Details Tab you can edit building information Tap theTenant button for the list of allTenants due for an inspection within thebuilding NOTE For Contact Information tap the information i button If you tap the information button for either Tenant or Building the system brings you to ...

Page 67: ...if you are interrupted Step 8 Conduct your inspection from theTenant screen There are four tabs on theTenant screen General Details More Info and To Do 1 General displays basicTenant information 2 Details displays more specificTenant values such as Tenant User Defined Fields from the PC 3 More Informationdisplays any notes associated with the Tenant 4 To Do lists all inspections that are due The T...

Page 68: ...close an openViolation After you perform the required action simply tap on the openViolation and then tap Closed The Palm automatically records the date and time theViolation was closed and the inspector who closed it Task Type To conduct a Task Type inspection you may or may not haveQuestion Setsassigned If you have Question Setsassigned to a particular inspectionTask the Palm will prompt for the...

Page 69: ...etwill display a list of Question Setsthat can guide you through a particular inspectionTask or assist in gathering specific information An inspector can run a Question Setat any time during an inspection Hand Off to a Different Inspector Hand Off will log you out of the Palm and bring you back to the Login screen List Button Tapping the List button brings you to theTenant List however tapping Lis...

Page 70: ...anager FLXscreen on the Palm tap the Sync Data button Step 5 The Palm will display the HotSync screen tap the HotSync icon When you Sync data between the PC and the Palm all collected data is sent to the PC for processing At the same time new data from theInspector Device Assignment Tableis being sent to the Palm When inspection information is transferred to the PC the data is given a New Inspecti...

Page 71: ... a couple of minutes Even with the power off the unit will remember all data and will restart where you left off Sorting Searching and Finding You can use the up down scrolling button on yourPalm to move within a list If you are in a list and there is more information to view arrows will be visible in the top right and bottom right corners of the list The arrows indicate that you can scroll for mo...

Page 72: ... in the Date or Time fields to change the information To turn the Sound On Off Step 1 To change the Sound settings tap on the Applications button Step 2 In the upper right hand corner use the pull down list to selectGeneral Step 3 Tap on any of theSound Optionsto change them To Add an Application Category Step 1 Go to the Applications screen Step 2 In the upper right hand corner tap the down arrow...

Page 73: ...icon on your PC desktop Step 2 From the menu bar selectTools Step 3 From the drop down list selectUsers Here you have the option toAdd a Name Delete a Nameor to Rename a Name Any changes that you make will be in the nextSync with that Palm To correct Palms with the same name Step 1 If two Palms are named TISCOR you will need to change one of them Step 2 Enter Palm Desktop on the PC Step 3 Rename t...

Page 74: ...nloaded programsThere are two ways to perform aHard Reset 1 Remove the batteries for 15 minutes You will need to reset your Preferences and the Device Name and load all of your programs 2 Push the Reset button while holding down thePower button Then scroll up The Palm will reset itself ...

Page 75: ...vity 9 Exporting data 29 62 63 64 F File menu 20 Find button 23 Fines punitive fines 46 G Glossary 8 H Hard Reset 74 Hardware requirements 9 Help menu 20 History Report 7 8 20 29 55 56 57 58 71 HotSync 8 10 11 18 71 72 74 I i button 8 35 69 Import button 24 25 62 63 64 Import data 29 62 63 64 Import Questions 44 Insert button 24 Inspection Scheduling 26 Inspector passwords 15 26 29 30 32 66 Inspec...

Page 76: ...ation to the Palm 51 53 66 Setup menu 20 SIEP 62 Soft Reset 74 Sort feature Sorting columns 23 SQL 9 16 ODBC Manager 16 Standalone 12 Station 35 Station Shift Unit 35 Sub Type 35 Sub adding data to tables 31 Sync Speed 72 System Configuration 21 25 26 29 48 51 T Task 8 Task Schedule 8 31 Task To Do Table 50 Tasks Inspection tasks 49 Team Table Team codes 31 Tenant Table 35 Tenant violation history...

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