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Encrypted form fields

To make a field use encrypted data Go to the relevant form in ’Forms - home’ and click on ’Manage’. Click on ’Build form’. Click on the question you wish to change then click on the Options tab. Select ’Yes... Read More

Read-only form fields

To make a field readonly Go to the relevant form in 'Forms - home' and click on 'Manage'. Click on 'Build form'. Click on the question you wish to change. The General tab options will be displayed. Select 'Yes'... Read More

Mandatory form fields

To make a field mandatory Go to the relevant form in 'Forms - home' and click on 'Manage'. Click on 'Build'. Click on the question you wish to change. The General tab options will be displayed. Select 'Yes'... Read More

Resetting a password

All password for user accounts can be re-set with the browser Work Group. Due to GDPR we cannot see any users' passwords set in the system. Contacting us and asking us to remind someone of their password is therefore not possible. As an... Read More

Update a lookup file

To update the contents of a lookup file expand the Forms menu on the left click ‘Lookup Sources’. click edit next to the HSQE entry. Click ‘Download File’ Edit the document in Excel Upload the document again using the &lsquo... Read More

Configure Job Number Sequences

There are 2 options available when configuring how the system will sequence job numbers. ALL jobs are Sequential - This means that all jobs in the system will be sequentially numbered, regardless of the job type.  This is the default and no... Read More

Configuring Notifications

The Customer Portal allows users to request: Jobs to be created Quotes to be raised Assets to be added  This article describes how to configure which users get notified when one of the actions above is performed. In the 'Jobs' menu... Read More

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