Chapter 5: setup, Chapter 6: lookups – IntelliTrack Check In/Out User Manual

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CHAPTER 5: Setup ..............................................................................57

Introduction ................................................................................................................ 58
System Setup .............................................................................................................. 58
Entering Company Information ................................................................................ 60
Setting System Options .............................................................................................. 61
Setting International Options ..................................................................................... 63
Setting Pull Down List Options ................................................................................. 65
Setting Site Options ................................................................................................... 66
DMS CE Batch Setup................................................................................................. 67
Setting Security .......................................................................................................... 67

Security Privileges .............................................................................................. 67
System Users....................................................................................................... 68
Activating Security ............................................................................................. 68

Assigning Access Levels to System Areas ................................................................ 69
Maintaining System Users ......................................................................................... 71

Adding Users....................................................................................................... 72
Editing the User ID ............................................................................................. 73
Changing the User Password .............................................................................. 75
Deleting a User.................................................................................................... 76

User Defined Titles .................................................................................................. 77

The User Defined Titles Form ............................................................................ 78

Customize Queries, Reports, and Labels ................................................................... 80

Adding a Customized Query............................................................................... 80

Deleting a Customized Query...................................................................... 82

Adding a Customized Report.............................................................................. 83

Deleting a Customized Report ..................................................................... 85

Customize Labels................................................................................................ 86

CHAPTER 6: Lookups .........................................................................89

Introduction ................................................................................................................ 90
Manufacturer .............................................................................................................. 90

Reaching the Manufacturer Lookup Form.......................................................... 91

Adding a Manufacturer ................................................................................ 91
Editing a Manufacturer ................................................................................ 93
Deleting a Manufacturer .............................................................................. 95

Model ......................................................................................................................... 96

Reaching the Model Form................................................................................... 97

Adding a Model ........................................................................................... 97

2283.book Page x Thursday, July 7, 2011 2:29 PM

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