Using the Scheduling Module of MBA

Size: px
Start display at page:

Download "Using the Scheduling Module of MBA"

Transcription

1 Create the Job and Import the Trusses (MBA) Using the Scheduling Module of MBA The process of preparing work for and entering it into the MBA Scheduling Module requires a number of steps. MBA The job is created here. Build a Batch Production groups are defined here. Scheduling Groups are placed in work centers (or Resources). The information contained herein was developed for a specific Scheduling user who did not use MBA for any other purpose besides scheduling. As such many of the steps outlined would not be required for companies fully utilizing MBA. (1) From the Jobs menu, select Create / Edit a Project. (2) Select the Create a New Project button. (3) In the Select Jobtype dialog box, select the OK button. Note: Make sure the Create a New Order radio button is selected. (4) In the Customer & Salesman Selection dialog box, select a customer from the dropdown Customer list and select the OK button. (5) In the Edit Number dialog box enter the job number and select the OK button. Note: Make sure the Change Order Number radio button has been selected. The job number must exactly match the job directory the trusses are stored in. The program will then switch to the Jobsite Info tab. (6) Enter a Job Name. This is a required field. (7) Select the Truss/Item List tab. (8) Select the Import from MiTek 2000 button. (9) Locate the job in the directory list. (10) Select the Select All >> button. (11) Select the Begin Import button. (12) Select the Close button. (13) Select the Close button to close the Create/Edit Project dialog box. Page 1 of 5

2 Create the Batches (MBA Build a Batch) (14) Select the Build a Batch icon from the MBA tool bar. (15) Key in the job number into the Master Job # text box and tab to the next field. The button next to the Master Job # text box may also be used to locate the job in a list. The trusses in the job should appear in the lower portion of the dialog box. The trusses in this view can be sorted either by using the Truss Sorting controls or by selecting the ID, Span, or Pitch column headings at the top of the truss list. (16) Select the New button to begin a new batch. The Sort File and Batch fields should automatically be populated with a default CyberSort sorting scheme and a Batch ID number. (17) Drag the trusses from the truss list on the left to the new batch on the right. When the batch is complete, select the Save button. (18) Repeat the previous two steps until all the trusses have been added to a batch. Select Quit when this has been accomplished. Batches can be changed by highlighting the batch in the Current Batches list and selecting the Edit button. Trusses can then be added and removed from the batch. Page 2 of 5

3 Scheduling (19) Select the Scheduling icon from the MBA toolbar. (20) Select the Jobs to be Scheduled from the Scheduling toolbar. After selecting this icon the Jobs to be Scheduled dialog box should open. Make sure the Batch radio button is selected. You should see the batches that have been created. (21) Select a day to schedule the batch by selecting a day (click on the date itself 15 for the 15 th, etc.) in one of the Capacity Utilization by Month dialog boxes. The Resource (or whatever Task the Capacity Utilization by Month dialog box is currently in) dialog box for that date should open, displaying all of the trusses or batches currently scheduled on that day. (22) Select the Resource to assign the batch to in the lower left corner of the Production / Date dialog box. Make sure Batches is selected in the Show section. (23) Drag the batch from the Jobs to be scheduled to the Resource / Date dialog box to assign this batch to this resource on this date. Once batches have been added to the Resource / Date dialog box selecting the Trusses radio button expands the view to show the trusses contained within the batch. Changing the Resource in the lower left corner allows assigning (drag and dropping) of other batches to different resources for this date. (24) When finished assigning batches to this date close the Resource / Date dialog box by selecting the Exit button. Page 3 of 5

4 Recording the Completion of Scheduled Work When work has been completed follow the steps below to mark the work as completed. All this activity takes place in the Scheduling module of MBA. (25) Open a Resource / Date by selecting a date from a Capacity Utilization by Month dialog box. (26) Set the Show radio button to Batches or Trusses. If the entire batch has been completed, this will be the quicker procedure. If some of the trusses (but not others) have been completed the Trusses view will allow the user to specify exactly which trusses were (and were not) complete. (27) Select the batch(es) or truss(es) that have been completed with selecting or shift -selecting them. (28) Drag and drop the selected trusses over the top of the check mark button. A Select a Date dialog box appears allowing the user to enter a date and a shift the work was completed in. Page 4 of 5

5 Breaking Up Groups of Trusses Sometimes a group of trusses is completed by two different shifts. Any group of trusses can be subdivided into two or more groups and logged as completed by different shifts. (1) Open a Resource / Date by selecting a date from a Capacity Utilization by Month dialog box. (2) Set the Show radio button to Trusses. (3) Select the truss in the list to break into groups. (4) Right click on the truss. From the menu that appears, select Split this Truss. (5) A Splitting the job dialog box appears. Enter the number of trusses in the first group and select OK. The program breaks the truss into two groups. Each can now be individually logged as completed by a given Resource on a given day by a given shift. Additional Notes as to defaults to be setup in MBA: 1. Tools, Options, Quote Input tab- check Auto Edit Invoice Number, Auto Edit Order Number, and Auto Edit Invoice Number. 2. Tools, Options, Management tab select the Order radio button in the Default Jobtype section. Page 5 of 5

Creating Macros In Word 2013

Creating Macros In Word 2013 Creating Macros In Word 2013 Contents in Word 2013... 1 What is a Macro?... 1 Instructions for :... 1 Step 1 Display the Marco Recording Button... 1 Step 2 - Create a Macro Button... 2 Step 3 - Begin Recording

More information

Working with sections in Word

Working with sections in Word Working with sections in Word Have you have ever wanted to create a Microsoft Word document with some pages numbered in Roman numerals and the rest in Arabic, or include a landscape page to accommodate

More information

UW- Green Bay QuickBooks Accounts Receivable User Manual

UW- Green Bay QuickBooks Accounts Receivable User Manual UW- Green Bay QuickBooks Accounts Receivable User Manual Table of Contents Topic Page Number Logging into QuickBooks 2 Changing your password. 3 Creating Invoices. 4 Customer Entry/Search. 5-7 Entering

More information

How do I rearrange the format of the detail report so that subtests show as column headings instead of appearing in the body of the report?

How do I rearrange the format of the detail report so that subtests show as column headings instead of appearing in the body of the report? CREATING PIVOT TABLE REPORTS How do I rearrange the format of the detail report so that subtests show as column headings instead of appearing in the body of the report? Show subtests as column headings

More information

While viewing the layout, a Layout toolbar appears. These tools can be used to navigate around the map layout.

While viewing the layout, a Layout toolbar appears. These tools can be used to navigate around the map layout. : Making and Printing Maps Using ArcMap Using a Map Template to Create a Map: When a new document is opened, the user often views the data layer in Data View. To view the data in layout view, which is

More information

Follow these procedures for QuickBooks Direct or File Integration: Section 1: Direct QuickBooks Integration [Export, Import or Both]

Follow these procedures for QuickBooks Direct or File Integration: Section 1: Direct QuickBooks Integration [Export, Import or Both] Follow these procedures for QuickBooks Direct or File Integration: Section 1: Direct QuickBooks Integration [Export, Import or Both] Part A - Configuration Step 1. During installation of the Amano Time

More information

QuickBooks Windows Web Connect

QuickBooks Windows Web Connect QuickBooks for Windows Conversion Instructions QuickBooks Windows 2010-2013 Web Connect Table of Contents TABLE OF CONTENTS... 2 INTRODUCTION... 3 DOCUMENTATION AND PROCEDURES... 3 Task 1: Conversion Preparation...

More information

Taskbar and Start Menu Options

Taskbar and Start Menu Options Taskbar and Start Menu Options This area is used to make changes as to how items appear on the Taskbar or the Start Menu. Click the Start Button. Click Control Panel. The Control Panel window will display

More information

Professional Fire Software Control Center. Fire Training Module Training Manual

Professional Fire Software Control Center. Fire Training Module Training Manual Professional Fire Software Control Center Fire Training Module Training Manual Table of Contents PAGE(S) DESCRIPTION 2 Table of Contents 3 Getting Started / How do I Receive Help? 4 Different Parts of

More information

Strategic Planning Online (SPOL) Users Guide

Strategic Planning Online (SPOL) Users Guide Strategic Planning Online (SPOL) Users Guide Legal and Human Resources Division 2010 TABLE OF CONTENTS Getting Started: Logging into SPOL...3 Getting Started: Planning Section...4 Planning Section Overview:

More information

SAP Basic Navigation Tutorial

SAP Basic Navigation Tutorial SAP Tutorial SAP Log On In order to be able to log into the SAP system you should have the following icon on your desktop. If you do not have it and need access to the SAP system, you should contact the

More information

Overview... 2 How to Add New Documents... 3 Adding a Note / SMS or Phone Message... 3 Adding a New Letter... 4. How to Create Letter Templates...

Overview... 2 How to Add New Documents... 3 Adding a Note / SMS or Phone Message... 3 Adding a New Letter... 4. How to Create Letter Templates... THE DOCUMENT MANAGER Chapter 14 THE DOCUMENT MANAGER CONTENTS Overview... 2 How to Add New Documents... 3 Adding a Note / SMS or Phone Message... 3 Adding a New Letter... 4 How to Create Letter Templates...

More information

QUERY DATA FROM ACTIVE DIRECTORY

QUERY DATA FROM ACTIVE DIRECTORY QUERY DATA FROM ACTIVE DIRECTORY Active Directory includes a wealth of information about your company s organization. This task will show you how to auto populate fields in your InfoPath form with the

More information

DIRECT PAYMENTS (ACH TRANSFER MODULE)

DIRECT PAYMENTS (ACH TRANSFER MODULE) DIRECT PAYMENTS (ACH TRANSFER MODULE) Direct payments is an add on module to utility billing that allows customers to pay their utility bill by a recur ACH payment. Please note that the term ACH (Automatic

More information

1. Right click using your mouse on the desktop and select New Shortcut.

1. Right click using your mouse on the desktop and select New Shortcut. offers 3 login page styles: Standard Login, List Login or Quick Time Punch. Each login page can be saved as a shortcut to your desktop or as a bookmark for easy fast login access. For quicker access to

More information

Dues & Billing. Dues & Billing. I. Dues and Billing Overview. Welcome to Dues and Billing!

Dues & Billing. Dues & Billing. I. Dues and Billing Overview. Welcome to Dues and Billing! Dues & Billing I. Dues and Billing Overview Welcome to Dues and Billing! This feature allows you to create batches of invoices and specify members as recipients. The current functionality allows you to

More information

CHARTER BUSINESS custom hosting faqs 2010 INTERNET. Q. How do I access my email? Q. How do I change or reset a password for an email account?

CHARTER BUSINESS custom hosting faqs 2010 INTERNET. Q. How do I access my email? Q. How do I change or reset a password for an email account? Contents Page Q. How do I access my email? Q. How do I change or reset a password for an email account? Q. How do I forward or redirect my messages to a different email address? Q. How do I set up an auto-reply

More information

Affiliated Provider ED Billing/Coding

Affiliated Provider ED Billing/Coding Affiliated Provider ED Billing/Coding FIRSTNET, BATCH CHARGE ENTRY, AND CHARGE VIEWER Table of Contents Affiliated Provider ED Billing...2 icentra FirstNet...2 Accessing FirstNet...2 Checking In as a Provider...2

More information

How to install and use the File Sharing Outlook Plugin

How to install and use the File Sharing Outlook Plugin How to install and use the File Sharing Outlook Plugin Thank you for purchasing Green House Data File Sharing. This guide will show you how to install and configure the Outlook Plugin on your desktop.

More information

Project Management WalkThrough

Project Management WalkThrough PRACTICE CS Project Management WalkThrough version 2009.x.x TL 21455 10/25/09 Copyright Information Text copyright 2004-2009 by Thomson Reuters/Tax & Accounting. All rights reserved. Video display images

More information

ONLINE TEST ADMINISTRATION

ONLINE TEST ADMINISTRATION PROJECT PHOENIX EduTrax Instructional Management Solution Phoenix/EIM ONLINE TEST ADMINISTRATION QUICK GUIDE & ILLUSTRATED HELP Version 1.5.1.1 The online testing module allows a teacher to administer

More information

SOS SO S O n O lin n e lin e Bac Ba kup cku ck p u USER MANUAL

SOS SO S O n O lin n e lin e Bac Ba kup cku ck p u USER MANUAL SOS Online Backup USER MANUAL HOW TO INSTALL THE SOFTWARE 1. Download the software from the website: http://www.sosonlinebackup.com/download_the_software.htm 2. Click Run to install when promoted, or alternatively,

More information

Automated Dispatch System Query Tool

Automated Dispatch System Query Tool Automated Dispatch System Query Tool User Guide Version 1.0 December 16, 2007 Revision History Date Vers ion 07/26/2007 0.1 Initial draft Description 12/16/2007 1.0 Initial Released Version Table of Contents

More information

In this example, Mrs. Smith is looking to create graphs that represent the ethnic diversity of the 24 students in her 4 th grade class.

In this example, Mrs. Smith is looking to create graphs that represent the ethnic diversity of the 24 students in her 4 th grade class. Creating a Pie Graph Step-by-step directions In this example, Mrs. Smith is looking to create graphs that represent the ethnic diversity of the 24 students in her 4 th grade class. 1. Enter Data A. Open

More information

Eastern Bank TreasuryConnect Security Center User Manual

Eastern Bank TreasuryConnect Security Center User Manual Eastern Bank TreasuryConnect Security Center User Manual This user manual provides instructions for using the Password Reset feature and accessing services found within the Security Center Group. The services

More information

Blackbaud FundWare Bank Reconciliation Guide

Blackbaud FundWare Bank Reconciliation Guide Blackbaud FundWare Bank Reconciliation Guide VERSION 7.60, SEPTEMBER 2009 BLackbaud FundWare Bank Reconciliation Guide USER GUIDE HISTORY Date Changes May 2001 7.15 Edition A June 2001 7.15 Edition 1 January

More information

StrataJazz Workflow Management

StrataJazz Workflow Management Strata Decision Technology StrataJazz Workflow Management Administrator Guide September 12, 2014 Table of Contents Getting Started... 5 What is Workflow?... 5 Accessing Workflow Setup... 5 Review... 7

More information

About SharePoint Server 2007 My Sites

About SharePoint Server 2007 My Sites SharePoint How To s / My Sites of 6 About SharePoint Server 007 My Sites Use your My Site to store files and collaborate with your co-workers online. My Sites have public and private pages. Use your public

More information

The tool also provides an overview of date criteria set against all items within your module.

The tool also provides an overview of date criteria set against all items within your module. Date Management Tool What does it do? This tool allows tutors to view in one screen when items are available and change dates attached to more than one content item within a module at the same time. For

More information

TAMUS Terminal Server Setup BPP SQL/Alva

TAMUS Terminal Server Setup BPP SQL/Alva We have a new method of connecting to the databases that does not involve using the Texas A&M campus VPN. The new way of gaining access is via Remote Desktop software to a terminal server running here

More information

MAS 90 Demo Guide: Accounts Payable

MAS 90 Demo Guide: Accounts Payable MAS 90 Demo Guide: Accounts Payable Vendors, invoice tracking, and check creation is a necessity of business. In this guide we will look at how vendors are set up, invoices are recorded, and checks are

More information

Contents... 1 Version Control... 1 Assumptions... 2 Signing in... 2 Quick Setup... 3 Audio and Video Selection... 3 Microphone...

Contents... 1 Version Control... 1 Assumptions... 2 Signing in... 2 Quick Setup... 3 Audio and Video Selection... 3 Microphone... VIDEO CONFERENCING PROCEDURE User Guide for Cisco Jabber Video for Windows Contents Contents... 1 Version Control... 1 Assumptions... 2 Signing in... 2 Quick Setup... 3 Audio and Video Selection... 3 Microphone...

More information

Nexsure Training Manual - Admin. Chapter 11

Nexsure Training Manual - Admin. Chapter 11 Nexsure Training Manual - Admin Campaign Management In This Chapter Campaign Management Adding the Campaign Management Letter Creating the Rounding Report Campaign Wizard Launching the Campaign Goal Tracking

More information

Knowledgebase Article

Knowledgebase Article Company web site: Support email: Support telephone: +44 20 3287-7651 +1 646 233-1163 2 EMCO Network Inventory 5 provides a built in SQL Query builder that allows you to build more comprehensive

More information

DIRECTIONS FOR SETTING UP LABELS FOR MARCO S INSERT STOCK IN WORD PERFECT, MS WORD AND ACCESS

DIRECTIONS FOR SETTING UP LABELS FOR MARCO S INSERT STOCK IN WORD PERFECT, MS WORD AND ACCESS DIRECTIONS FOR SETTING UP LABELS FOR MARCO S INSERT STOCK IN WORD PERFECT, MS WORD AND ACCESS WORD PERFECT FORMAT MARCO ITEM #A-3LI - 2.25 H x 3W Inserts First create a new document. From the main page

More information

A-AUTO 50 for Windows Setup Guide

A-AUTO 50 for Windows Setup Guide A-AUTO 50 for Windows Setup Guide 1st Edition 1 A-AUTO is a registered trade mark of UNIRITA Inc. "This product includes software developed by the Apache Software Foundation (http://www.apache.org/)."

More information

1. Click the Site Actions dropdown arrow and select Show Page Editing Toolbar. 2. Click Edit Page to begin changing the page layout

1. Click the Site Actions dropdown arrow and select Show Page Editing Toolbar. 2. Click Edit Page to begin changing the page layout SharePoint Tools Create a Custom List Show Page Editing Tool Bar (If your Editing toolbar is not displaying) 1. Click the Site Actions dropdown arrow and select Show Page Editing Toolbar. 2. Click Edit

More information

Using Eclipse for Java Programming

Using Eclipse for Java Programming Using Eclipse for Java Programming NOTE: Before using Eclipse for the first time, create a folder on your desktop named MyWorkspace. This folder will be used to store all of your Java projects. 1. Start

More information

1.5 MONITOR. Schools Accountancy Team INTRODUCTION

1.5 MONITOR. Schools Accountancy Team INTRODUCTION 1.5 MONITOR Schools Accountancy Team INTRODUCTION The Monitor software allows an extract showing the current financial position taken from FMS at any time that the user requires. This extract can be saved

More information

Quick Reference Guide Course Homepage Management (Faculty)

Quick Reference Guide Course Homepage Management (Faculty) Quick Reference Guide Course Homepage Management (Faculty) Table of Contents View Faculty Schedule... 3 Print Faculty Schedule... 3 Create Course Homepage... 3 Add a New Activity to the Course Homepage...

More information

Sales Person Commission

Sales Person Commission Sales Person Commission Table of Contents INTRODUCTION...1 Technical Support...1 Overview...2 GETTING STARTED...3 Adding New Salespersons...3 Commission Rates...7 Viewing a Salesperson's Invoices or Proposals...11

More information

E-zine Module Instructions

E-zine Module Instructions E-zine Module Instructions The E-zines module allows the user to send out emails and alerts to individuals or groups that have either signed up or have been added to a specific group. This allows the City

More information

Access Getting Started The Access Window

Access Getting Started The Access Window Microsoft QUICK Source Access 2007 Getting Started The Access Window u v w x y z Creating a Database Based on a Template When you create a database based on a template, preformatted tables, queries, forms,

More information

Outlook Web Access. PRECEDED by v\

Outlook Web Access. PRECEDED by v\ Outlook Web Access Logging in to OWA (Outlook Web Access) from Home 1. Login page http://mail.vernonct.org/exchange 2. To avoid these steps each time you login, you can add the login page to your favorites.

More information

How to design and print cards using a database connection with. emedia CS Software

How to design and print cards using a database connection with. emedia CS Software How to design and print cards using a database connection with emedia CS Software Open up emedia software by clicking on the desktop icon. On opening the software you will see the following screen: Click

More information

Akeni LAN Messenger User's Guide

Akeni LAN Messenger User's Guide Akeni LAN Messenger User's Guide (Version 0) Contents Chapter 1 Chapter 2 Chapter 3 Chapter 4 Chapter 5 Getting Started.: 1 Installation.: 2 Launching Akeni.: 3 First Time Users Initial Set Up.: 1 Setting

More information

MICROSOFT OUTLOOK 2010 WORK WITH CONTACTS

MICROSOFT OUTLOOK 2010 WORK WITH CONTACTS MICROSOFT OUTLOOK 2010 WORK WITH CONTACTS Last Edited: 2012-07-09 1 Access to Outlook contacts area... 4 Manage Outlook contacts view... 5 Change the view of Contacts area... 5 Business Cards view... 6

More information

MAPPING THE WEBDRIVE REFERENCE GUIDE

MAPPING THE WEBDRIVE REFERENCE GUIDE MAPPING THE WEBDRIVE REFERENCE GUIDE INTRODUCTION The university WebDrive is a dedicated drive to host all university web content. For help with mapping the WebDrive, please read the instructions below

More information

Appendix A How to create a data-sharing lab

Appendix A How to create a data-sharing lab Appendix A How to create a data-sharing lab Creating a lab involves completing five major steps: creating lists, then graphs, then the page for lab instructions, then adding forms to the lab instructions,

More information

Configuring Active Directory with AD FS and SAML for Brainloop Secure Dataroom Setup Guide

Configuring Active Directory with AD FS and SAML for Brainloop Secure Dataroom Setup Guide Configuring Active Directory with AD FS and SAML for Brainloop Secure Dataroom Copyright Brainloop AG, 2004-2015. All rights reserved. Document version 1.0 All trademarks referred to in this document are

More information

Please use the following index links to quickly access the information you are looking for:

Please use the following index links to quickly access the information you are looking for: Please use the following index links to quickly access the information you are looking for: Create a new My PHLY account Registration for Agents Auto ID Web Edit Profile Logout instructions Online Bill

More information

Migrating to Excel 2010 from Excel 2003 - Excel - Microsoft Office 1 of 1

Migrating to Excel 2010 from Excel 2003 - Excel - Microsoft Office 1 of 1 Migrating to Excel 2010 - Excel - Microsoft Office 1 of 1 In This Guide Microsoft Excel 2010 looks very different, so we created this guide to help you minimize the learning curve. Read on to learn key

More information

Merging Labels, Letters, and Envelopes Word 2013

Merging Labels, Letters, and Envelopes Word 2013 Merging Labels, Letters, and Envelopes Word 2013 Merging... 1 Types of Merges... 1 The Merging Process... 2 Labels - A Page of the Same... 2 Labels - A Blank Page... 3 Creating Custom Labels... 3 Merged

More information

Your Personal Homepage

Your Personal Homepage Your Personal Homepage You can use your Personal Homepage to share information about yourself, something that interests you, or a course topic. Your classmates can view your home page from the Classlist

More information

To Begin Customize Office

To Begin Customize Office To Begin Customize Office Each of us needs to set up a work environment that is comfortable and meets our individual needs. As you work with Office 2007, you may choose to modify the options that are available.

More information

MS PowerPoint Manual ICT Staff Training & Development, University of the Western Cape ICS Department: e-learning Office: 021 959 2504 E-mail: e-learning@uwc.ac.za 1 Table of Contents Introduction to Microsoft

More information

Manual. Sealer Monitor Software. Version 0.10.7

Manual. Sealer Monitor Software. Version 0.10.7 Manual Sealer Monitor Software Version 0.10.7 Contents 1 Introduction & symbols 1 2 Installation 2 2.1 Requirements 2 2.2 Installation process 2 3 Menu & Tooblar 5 3.1 File menu 5 3.2 Print menu 6 3.3

More information

Onboarding for Administrators

Onboarding for Administrators This resource will walk you through the quick and easy steps for configuring your Paylocity Onboarding module and managing events. Login Launch Events Complete Tasks Create Records Configure Events Module

More information

Access Basics: Understanding the Access Program Screen. Look at Figure 1.1 and then refer to Table 1.1 for details about each item.

Access Basics: Understanding the Access Program Screen. Look at Figure 1.1 and then refer to Table 1.1 for details about each item. Access Basics: Understanding the Access Program Screen Look at Figure 1.1 and then refer to Table 1.1 for details about each item. Figure 1.1: The Microsoft Access Screen Title Bar Menu Bar Toolbar Database

More information

Fax and SMS Quickguide

Fax and SMS Quickguide INTRODUCTION U2 Fax and SMS allow faxes and SMS to be sent directly from a user s workstation via the Internet using U2 Webservices. This improves staff efficiency by removing the need to physically fax

More information

TimeValue Software Due Date Tracking and Task Management Software

TimeValue Software Due Date Tracking and Task Management Software User s Guide TM TimeValue Software Due Date Tracking and Task Management Software File In Time Software User s Guide Copyright TimeValue Software, Inc. (a California Corporation) 1992-2010. All rights

More information

Import data to a new table (from spreadsheets, other databases or database programs, Outlook address books, text files)

Import data to a new table (from spreadsheets, other databases or database programs, Outlook address books, text files) The External Data Ribbon Import data to a new table (from spreadsheets, other databases or database programs, Outlook address books, text files) 1. Click the tab to view the External Data Ribbon. 2. In

More information

Integrating Information with other MS Office Programs

Integrating Information with other MS Office Programs Integrating Information with other MS Office Programs Most office programs can include information that was created in other programs so that you don t have to retype information that already exists in

More information

Mac Outlook Calendar/Scheduler and Tasks

Mac Outlook Calendar/Scheduler and Tasks Introduction Schedule an event and/or meeting. Schedule all-day and recurring events. Assign tasks to another user and use special shortcut keys. Contents Introduction Contents Calendar View Edit an appointment

More information

PAYROLL and BILLING TRAINING GUIDE

PAYROLL and BILLING TRAINING GUIDE PAYROLL and BILLING TRAINING GUIDE The following is our recommended best practices for processing your billing and payroll within HomeTrak Companion. These functions may be done by different staff members

More information

Intermediate Excel 2007

Intermediate Excel 2007 Intermediate Excel 2007 Relative & Absolute Referencing Relative Referencing When you copy a formula to another cell, Excel automatically adjusts the cell reference to refer to different cells relative

More information

WinFlexOne Version 8 How To Guide. Claims Processing

WinFlexOne Version 8 How To Guide. Claims Processing WinFlexOne Version 8 How To Guide Claims Processing A. How to Create a Manual Claim: 1. Under Processing and the Claims category, select Claims. 2. Select the Open New Claim Input Session option. 3. Enter

More information

ProjectWise Explorer V8i User Manual for Subconsultants & Team Members

ProjectWise Explorer V8i User Manual for Subconsultants & Team Members ProjectWise Explorer V8i User Manual for Subconsultants & Team Members submitted to Michael Baker International Subconsultants & Team Members submitted by Michael Baker International ProjectWise Support

More information

Cascade Server CMS Quick Start Guide

Cascade Server CMS Quick Start Guide Cascade Server CMS Quick Start Guide 1. How to log in 2. How to open page 3. How to edit a page 4. How to create a new page 5. How to publish a page 6. How to change settings to view publish status page

More information

TRIM: Web Tool. Web Address The TRIM web tool can be accessed at:

TRIM: Web Tool. Web Address The TRIM web tool can be accessed at: TRIM: Web Tool Accessing TRIM Records through the Web The TRIM web tool is primarily aimed at providing access to records in the TRIM system. While it is possible to place records into TRIM or amend records

More information

Baylor Secure Messaging. For Non-Baylor Users

Baylor Secure Messaging. For Non-Baylor Users Baylor Secure Messaging For Non-Baylor Users TABLE OF CONTENTS SECTION ONE: GETTING STARTED...4 Receiving a Secure Message for the First Time...4 Password Configuration...5 Logging into Baylor Secure Messaging...7

More information

EMAIL TEMPLATE RESTRUCTURING

EMAIL TEMPLATE RESTRUCTURING EMAIL TEMPLATE RESTRUCTURING OVERVIEW This document describes the restructuring of stored email templates in release 6.0, version 2012-01. The primary reason this restructuring was implemented was so that

More information

User Guide. Setting Cerner Millennium Scheduling and Registration Default Preferences

User Guide. Setting Cerner Millennium Scheduling and Registration Default Preferences User Guide Setting Cerner Millennium Scheduling and Registration Default Preferences Version: V1 Date: April 17, 2015 Table of Contents Configuring Your Cerner Millennium Scheduling and Registration settings...

More information

The Ultimate Connection: ClientBase Live Connect and Signature HotelConnection

The Ultimate Connection: ClientBase Live Connect and Signature HotelConnection The Ultimate Connection: ClientBase Live Connect and Signature HotelConnection If you are a member of Signature Travel Network, then you are able to book your hotel reservations through Signature Travel

More information

Fairfield University Using Xythos for File Sharing

Fairfield University Using Xythos for File Sharing Fairfield University Using Xythos for File Sharing Version 7.0 Table of Contents I: Manage your Department Folder...2 Your Department Folder... 2 II: Sharing Folders and Files Inside of Fairfield U...3

More information

Kuali Requisition Training

Kuali Requisition Training Kuali Requisition Training From the Kuali Main Menu, click Requisition to start the process of creating a requisition. This Guide covers the tabs that are needed to create a requisition. When creating

More information

Knowledgebase Article

Knowledgebase Article Company web site: Support email: Support telephone: +44 20 3287-7651 +1 646 233-1163 2 EMCO Network Inventory allows you to manage alternative credentials to use while performing different

More information

Invoicing. Chapter 18. Understanding and Working with Single Invoices. WHY Invoice from the Client Level. HOW to Invoice Without a Policy

Invoicing. Chapter 18. Understanding and Working with Single Invoices. WHY Invoice from the Client Level. HOW to Invoice Without a Policy Invoicing In This Chapter Understanding and Working with Single Invoices Invoicing Binder Bill Understanding and Working with Installment Plans How the Client Balance Summary Screen Works Understanding

More information

MICROSOFT OUTLOOK 2011 READ, SEARCH AND PRINT E-MAILS

MICROSOFT OUTLOOK 2011 READ, SEARCH AND PRINT E-MAILS MICROSOFT OUTLOOK 2011 READ, SEARCH AND PRINT E-MAILS Lasted Edited: 2012-07-10 1 Find the Inbox... 3 Check for New Mail... 4 Manually check for new messages... 4 Change new incoming e-mail schedule options...

More information

Quick Start Guide HOSTED VERSION

Quick Start Guide HOSTED VERSION Quick Start Guide HOSTED VERSION Table of Contents Remote Desktop Login for Hosted GQ7... 3 Getting Started using GQ7... 7 COMPANY SCREEN ENTRY:... 7 BILLING CODES:... 9 TAX ENTRY... 15 VENDOR ENTRY...

More information

Auto Archiving Folders in Outlook XP

Auto Archiving Folders in Outlook XP Auto Archiving Folders in Outlook XP Your Outlook email account on the Exchange server is allotted 50 megabytes of storage space on the server. Items in the Inbox, Calendar, Sent Items, Deleted Items,

More information

Legrand CRM MYOB EXO Accounting link and transfer of Data

Legrand CRM MYOB EXO Accounting link and transfer of Data Legrand CRM MYOB EXO Accounting link and transfer of Data Contents 1. Introduction 2. Adding New Accounts Option 3. Get Latest Financial Data Option 4. Updating Address Details Option 5. Viewing Transaction

More information

Uni Sales Analysis CRM Extension for Sage Accpac ERP 5.5

Uni Sales Analysis CRM Extension for Sage Accpac ERP 5.5 SAGE ACCPAC OPTIONS Sage Accpac Options Uni Sales Analysis CRM Extension for Sage Accpac ERP 5.5 User Guide 2008 Sage Software, Inc. All rights reserved. Sage Software, Sage Software logos, and all Sage

More information

Security Log Server Configuration Utility

Security Log Server Configuration Utility Email Security Log Server Configuration Utility Email Security Log Server is the component that receives log records and processes them into the Log Database. During installation, you configure certain

More information

SENDING EMAILS & MESSAGES TO GROUPS

SENDING EMAILS & MESSAGES TO GROUPS SENDING EMAILS & MESSAGES TO GROUPS Table of Contents What is the Difference between Emails and Selltis Messaging?... 3 Configuring your Email Settings... 4 Sending Emails to Groups Option A: Tasks...

More information

MAS 90 Demo Guide: Purchase Order

MAS 90 Demo Guide: Purchase Order MAS 90 Demo Guide: Purchase Order Purchasing is one of the main driving forces behind many companies, so tracking orders is of vital importance. In this guide we will look at where orders are entered and

More information

Inking in MS Office 2013

Inking in MS Office 2013 VIRGINIA TECH Inking in MS Office 2013 Getting Started Guide Instructional Technology Team, College of Engineering Last Updated: Fall 2013 Email tabletteam@vt.edu if you need additional assistance after

More information

Microsoft Access 2010 handout

Microsoft Access 2010 handout Microsoft Access 2010 handout Access 2010 is a relational database program you can use to create and manage large quantities of data. You can use Access to manage anything from a home inventory to a giant

More information

QuickBooks 2016 Getting Started Guide for Financial Institutions. Financial Institution Support OFX Connectivity Group

QuickBooks 2016 Getting Started Guide for Financial Institutions. Financial Institution Support OFX Connectivity Group QuickBooks 2016 Getting Started Guide for Financial Institutions Financial Institution Support OFX Connectivity Group Table of Contents QUICKBOOKS 2016 FOR WINDOWS GETTING STARTED GUIDE... 3 ABOUT THIS

More information

OUTLOOK 2003: HOW TO GET OUT OF EMAIL JAIL

OUTLOOK 2003: HOW TO GET OUT OF EMAIL JAIL OUTLOOK 2003: HOW TO GET OUT OF EMAIL JAIL In this course, you will learn: Some techniques to avoid reaching your mailbox limit The best place to store your saved messages aka Personal Folders efficiently

More information

Academic Senate Data Management System

Academic Senate Data Management System Academic Senate Data Management System User s Guide for Committee Members 9/22/2015 The Academic Senate uses the Data Management System (DMS) for managing, sharing, and archiving council and committee

More information

DRIVE 360 CRM INTEGRATION

DRIVE 360 CRM INTEGRATION DRIVE 360 CRM INTEGRATION RouteOne / Drive 360 CRM Integration Quick Start Guide The Drive 360 CRM, powered by Interactive 360 provides an integration solution that enables a two-way exchange of credit

More information

To import a list of securities from a saved Excel file, do the following in Research Mode:

To import a list of securities from a saved Excel file, do the following in Research Mode: Overview Importing Options Importing allows you to bring portfolio and research information from an outside source into Principia. You can import information into Research Mode and Portfolio Mode from

More information

Email Account Create for Outlook Express

Email Account Create for Outlook Express Email Account Create for Outlook Express Click Start Menu Choose Outlook Express Click Tools menu from Menu Bar and then click Accounts In Internet Account Wizard, Click Add Button and Click Mail. 1 In

More information

Beginning Level Microsoft Access (Database)

Beginning Level Microsoft Access (Database) Beginning Level Microsoft Access (Database) Cleveland Heights - University Heights Schools Summer 1999 Index Database Introduction 1 Creating Tables 3 Entering Information in Records 6 Creating Forms 9

More information

Asset Track Getting Started Guide. An Introduction to Asset Track

Asset Track Getting Started Guide. An Introduction to Asset Track Asset Track Getting Started Guide An Introduction to Asset Track Contents Introducing Asset Track... 3 Overview... 3 A Quick Start... 6 Quick Start Option 1... 6 Getting to Configuration... 7 Changing

More information

How to Change Your Schedule for Holidays

How to Change Your Schedule for Holidays How to Change Your Schedule for Holidays Note: All of these functions are accomplished in the GuestBridge Administrator Application. Closing the Restaurant If you are closing the restaurant for an entire

More information

Microsoft Migrating to Word 2010 from Word 2003

Microsoft Migrating to Word 2010 from Word 2003 In This Guide Microsoft Word 2010 looks very different, so we created this guide to help you minimize the learning curve. Read on to learn key parts of the new interface, discover free Word 2010 training,

More information

Quote to Cloud Connecting QuoteWerks and Xero

Quote to Cloud Connecting QuoteWerks and Xero Quote to Cloud Connecting QuoteWerks and Xero Contents Setup Guide... 3 Pre-requisite:... 3 Quote to Cloud Installation and Configuration... 3 Xero Application Setup... 5 QuoteWerks Configuration... 7

More information

Clock Link Installation Guide. Detailed brief on installing Clock Link

Clock Link Installation Guide. Detailed brief on installing Clock Link Clock Link Installation Guide Detailed brief on installing Clock Link 1 Table of Contents 1. Overview... 3 2. Configuring the Time Clock... 3 Instructions:... 3 2.1 IP Address Setup... 3 2.2 Subnet Mask

More information