Add Employee Record [03-21]
Adjust Employee Records [rev 06-20]
Default Document Folders [rev 04-19]
Add List Types [rev 05-20]
Work Order Titles [rev 04-19]
Vendor & Primary Job Contact Item Acceptance Setup [rev 10-17]
System Notifications [rev 05-20]
Item Reminders [rev 05-20]
Item Completed Email Reminder [rev 03-19]
Creating Task Templates [rev 04-19]
Job Custom Fields [rev 05-20]
Site Setup Reference Documents
Site Notifications [rev 04-19]
Email Templates [rev 04-19]
Vendor Ratings Setup [rev 04-19]
Work Order Email Subject [rev 04-19]
Purchase Order Approval Setup [rev 05-20]
Purchase Order Approval Setup [rev 04-19]
Document Merge Resources
Document Merge Instructions [rev 04-19]
Add Document Templates [rev 05-20]
PLM Merge Data Source [rev 02-18]
IMPORTANT: Remember the PLM Merge Data Source file must be downloaded to add the merge fields into your word documents.
Samples
Sample – Item Areas [rev 03-19]
Sample – Item Determinations [rev 03-19]
Sample – Categories, Sub Categories and Services [rev 10-16]
Sample – Action Taken [rev 10-16]