IntelliTrack Check In/Out - Manual (Page 9)

Table of Contents
ix
CHAPTER 4: Setup ..............................................................................37
Introduction................................................................................................................ 38
System Setup.............................................................................................................. 38
Entering Company Information ................................................................................ 40
Setting System Options.............................................................................................. 41
Setting International Options ..................................................................................... 43
Setting Pull Down List Options ................................................................................. 45
Setting Site Options .................................................................................................. 46
CE Batch Setup.......................................................................................................... 47
Setting Security.......................................................................................................... 47
Security Privileges ..................................................................................................... 47
System Users.............................................................................................................. 48
Activating Security .................................................................................................... 48
Assigning Security Privileges to System Areas......................................................... 49
User Access Levels .................................................................................................... 52
Adding Users ............................................................................................................. 54
Editing the User ID .................................................................................................... 55
Changing the User Password ..................................................................................... 57
Deleting a User .......................................................................................................... 58
User Defined Titles .................................................................................................. 60
The User Defined Titles Form ............................................................................ 61
Customize Queries, Reports, and Labels ................................................................... 63
Adding a Customized Query .............................................................................. 63
Deleting a Customized Query ..................................................................... 65
Adding a Customized Report.............................................................................. 66
Deleting a Customized Report..................................................................... 68
Customize Labels................................................................................................ 68
CHAPTER 5: Lookups .........................................................................71
Introduction................................................................................................................ 72
Reaching the Manufacturer Lookup Form................................................................. 72
Adding a Manufacturer....................................................................................... 73
Editing a Manufacturer ....................................................................................... 75
Deleting a Manufacturer ..................................................................................... 77
Model ......................................................................................................................... 78
Reaching the Model Form ......................................................................................... 78
2283.book Page ix Thursday, July 9, 2009 11:26 AM